Financial Planning, January 7, 2011
Jonathan Bergman explains the benefits of making lifetime gifts afforded by the new tax law.
About the Author
Jonathan M. BergmanVice President, Palisades Hudson Financial Group LLC
Chief Investment Officer, Palisades Hudson Asset Management, L.P.As chief investment officer and chairman of the firm’s investment committee, Jonathan M. Bergman, CFP®, EA, directs a team of portfolio managers and associates focused on finding the most efficient and cost-effective ways to implement client portfolio strategies. He oversees more than $1 billion in client assets, including all aspects of investment strategy, portfolio management, due diligence, and manager ...View full profile
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