2018 Tax Review

View Sand Hill's current assessment of the sweeping U.S. tax code overhaul signed into law in late 2017.

Stephen Peterson

Stephen Peterson, CFP®

Senior Wealth Manager
Shareholder
(650) 854-9150 LinkedIn

Stephen Peterson started his career in the stock brokerage business, but he was soon not satisfied dealing solely with transactions. He wanted to focus on building relationships and becoming a trusted advisor. With now close to 30 years’ experience in wealth management and financial planning, Steve still strives every day towards this same goal in his work with his Sand Hill clients.

As a Senior Wealth Manager, Steve considers himself a “financial physician” who helps people live longer, financially healthy lives. He is passionate about getting to know his clients personally and helping them take care of not only their money, but everything else that comes up along the way—from kids and education planning, to buying or building homes, to philanthropic considerations. Steve specializes in assisting high net worth individuals navigate the complexities of multi-generational wealth planning and transfer, with a special focus on residential real estate assets. He understands the importance of both financial calculations and intrinsic personal valuations in the overall planning process, and applies his depth and breadth of experience and expertise to making sure clients consider their options when it comes to cash flow management and estate planning. He works closely with his clients’ other professionals too, from attorneys to accountants, to coordinate proper planning for things like optimal tax benefits and insurance coverage. Steve also serves on our firm’s Investment Committee.

Outside of work, Steve is an active, hands-on father who loves spending time with his family and being involved with his kids’ schools and the community at large. He has served on the Investment Committee for the Endowment of the Menlo Park Atherton Education Foundation (MPAEF), as well as the Board of Directors and as President of the Menlo Circus Club where he’s an active member and dedicated swimmer. Steve enjoys getting out in nature as often as he can, to hike, backpack, or play a round of golf whenever he can find the time. As his kids begin to head off to college, Steve is looking forward to the next phase of life—and we can bet he’s got a solid plan.

Latest Blog Posts by Stephen Peterson

Oct 30, 2018
Dual Benefit – Using Required IRA Distributions for Charity
Dual Benefit – Using Required IRA Distributions for Charity

The new tax law that went into effect this year changes many things, including the treatment of deductibility of state and local (property) taxes –

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Oct 10, 2018
Trading Places — Changing Residency from a High Tax State
Trading Places — Changing Residency from a High Tax State

Welcome to California, such a lovely place … you can check out any time you like, but you can never leave. Despite its natural beauty,

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Jul 31, 2018
College Bound — Hip, HIPAA, Hooray
College Bound — Hip, HIPAA, Hooray

Congratulations — your son, daughter or grandchild recently got accepted to college, and soon is off to school in the fall. Together you are probably

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Jun 28, 2018
The Good, The Bad, The Ugly – New Tax Law Impact on Residential Real Estate
The Good, The Bad, The Ugly – New Tax Law Impact on Residential Real Estate

Like any classic “Spaghetti Western”, the recent major tax law has some “good” elements with regards to residential real estate, some “bad” outcomes, and some

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Apr 26, 2018
UTMA, UGMA, OMG
UTMA, UGMA, OMG

  Custodial accounts are the simplest way to give property to minors, easily established at banks and brokerage firms, and do not require the need

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Jan 25, 2018
Getting Credit
Getting Credit

From setting allowances to extending shared credit, parents must contend with constant challenges related to how money affects their children. But challenges are also opportunities,

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Nov 7, 2017
Share and Share Dislike
Share and Share Dislike

For some thoughtful buyers with the right circumstances, timeshares might make sense — especially people who like predictability in their vacation destination. But in general,

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Oct 11, 2017
Charity Begins at Home
Charity Begins at Home

Earmarking the family home — or some portion of it — to fund a Charitable Remainder Trust (CRT) can satisfy philanthropic intent, reduce personal taxes,

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Aug 2, 2017
Do You Need Car Rental Insurance? Not Exactly
Do You Need Car Rental Insurance?  Not Exactly

You catch your flight, arrive at your destination, get to the car rental counter — eager to get a vehicle and get on with your

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