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PPLI and PPVA: Vehicles for tax-efficient growth
For high-net-worth clients, private placement life insurance and private placement variable annuities marry tax advantages with investment flexibility.
Markets & Investing
Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning
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Infographic: 5 tips to stay secure during tax season
Tax season is open season for fraudsters. Staying alert and informed is key.
Tax Planning
Unexpected tax bill? Avoid compromising your long-term plan
Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.
Tax Planning
Have you hired the right tax accountant?
Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.
Tax Planning
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Life-changing events change your taxes, too
Review how six major life events can impact your federal return..
Tax Planning
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Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
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Laying the groundwork for tax season
Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
Tax-efficient strategies for investment properties
Capital gains tax deferral on investment property sales.
Tax Planning
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you - not just your kids.
Family & Lifestyle

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Central Valley Advisors, LLC, doing business as The Salvetti Group, is registered as an investment adviser with the Securities and Exchange Commission (SEC), and only transacts business in states where it is properly notice filed, or is excluded or exempted from such requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. Information on this website is directed toward U.S. residents only.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell any particular securities.

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The Salvetti Group is not engaged in the practice of law or accounting. Always discuss specific legal or tax issues with your attorney or accountant. The Salvetti Group is not affiliated with Raymond James.