Welcome to Vishaw Sondhi, CPA, P.C. As both a financial planner and CPA, I have served in the financial services field for over 30 years. I have ultimately achieved success by engaging my clients to think and talk “Beyond the Balance Sheet.”
I currently work with my clients not just as their accountant, but also as their financial “coach,” guiding them to make intelligent decisions and keeping them focused on their long-term financial goals. It is an honor to answer any and all financial questions my clients have because I understand the responsibilities I have taken on as their trusted advisor.
I believe in the importance of education. I inform my clients about their current situations by telling them exactly what needs to be done and how by providing them with information on specific strategies and products. By taking my approach, it gives me the utmost joy to see my clients make expert decisions on whether to invest in a product and how that product may fit in their comprehensive financial plans. They are more focused on their long-term goals without fear of getting distracted by volatile market conditions.
The foundation of my success has been my unique approach. I do not chase winners, rather I implement strategies to control the wastage in the form of taxes, to manage debt, and by reducing or eliminating risk. I have implemented various simple and complex strategies in the subfields of Income tax, Retirement, Risk management, Asset Accumulation – Preservation and Distribution Planning for all types of individual and business situations for my clients.
Please contact me or my team members with any questions you might have regarding your current financial situation. Join us and let us lend you a hand on your financial life cycle journey. Together we can achieve even greater success.
*Financial Planning is offered by Vishaw Sondhi who is a a Registered Representative and Investment Adviser Representative of Equity Services, Inc. offering securities in New Jersey and New York.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
An increasing number have been developed to help individuals with their personal finances.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Retirees traveling abroad need to know that their health insurance travels with them.
At what point can you call a personal vehicle commercial?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
Do you know these three personal finance sayings?
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If you died, what would happen to your email archives, social profiles and online accounts?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.