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Firm’s new structure underscores holistic focus and fiduciary service model February 3, 2022 – San Jose, CA – Potentia Wealth, one of the Bay Area’s most compelling wealth and tax…
Congress is currently negotiating possibly raising tax rates for individuals, corporations and capital gains. While the results of these negotiations remain unseen, it is important for investors to thoughtfully prepare…
After finding success as actors, athletes, musicians or influencers, many young people have quickly multiplied their wealth in recent years. While these success stories are admirable and exciting, if their…
With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat down to discuss some practical advice on the benefits of…
When I purchased solar panels for my house, I had them put extra panels on my roof in preparation for my next vehicle, which would be completely self-driving and long-distance…
With the COVID-19 pandemic and corresponding lockdowns spreading across the world, 2020 was a year unlike any other. Here at Potentia Wealth, we hoped that 2021 would be the year…
The “Twisties” is a mental block when an athlete loses their spatial awareness during an intense routine. The term is little-known outside the world of professional gymnastics and brought the…
Don’t Panic. While few words alarm Americans more than “tax hike,” most of us are unlikely to feel the impact of President Biden’s plan to raise the capital gains tax….
The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.