Rebecca Pavese, CPA, has worked extensively in our tax, financial accounting and estate planning and administration practices, and is a member of the firm’s investment committee. Rebecca also supervises Palisades Hudson’s accounting and administration services for estates and trusts. She has served as the principal supervisor of our income tax planning and return preparation services and has overseen accounting services for a complex oil and gas investment partnership.
A client service manager since 2005, Rebecca first joined Palisades Hudson in 2000 as an associate in our tax and financial planning practice in the Northeast. Since 2008, she has been based in the firm’s Atlanta office. A recognized expert on tax and other financial topics, she has been quoted by leading publications including The Wall Street Journal, The New York Times, CBS MoneyWatch, Kiplinger’s Retirement Report and The Fiscal Times, among others.
Rebecca has written several articles for Sentinel, the firm’s newsletter. Some of her recent topics include:
- “Giving After Disaster Strikes” (September 2017, online edition)
- “Post-Election Tax Planning” (December 2016, online edition)
- “A Tax Strategy Gone Wrong” (January 2016)
- “Working With Working Interests” (August 2015, online edition) and
- “Planning For Portability” (February 2015, online edition).
Rebecca also authored Chapter 3, “Planning For Incapacity,” in our firm’s book, Looking Ahead: Life, Family, Wealth and Business After 55; she co-authored Chapter 2, “Relationships With Adult Children,” with Shomari Hearn and Chapter 7, “Grandchildren,” with Anthony Criscuolo.
Rebecca holds a B.S. in business administration from the University of Pittsburgh and a master’s degree in accounting from Pace University.
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