Jonathan Bergman in On Wall Street

by Jonathan M. Bergman, CFP®, EA

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On Wall Street, December 1, 2011
Jonathan Bergman reviews the benefits of intra-family loans.

About the Author
Jonathan M. Bergman
Vice 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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- In the Media
  
  The Boston Globe, May 20, 2012
  Paul Jacobs suggests alternative ways to approach a Roth IRA conversion.
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- Newsletter
  Winding Up A Qualified Personal Resident Trustby Shomari D. Hearn, CFP®, EAThe Qualified Personal Residence Trust, or QPRT, became popular a couple of decades ago as a way to save gift and estate taxes. Now that many of the earlier trusts...Continue reading
  
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