Senior client service manager Melinda Kibler shares her passion for tax planning while offering advice for a stress-free income tax season.
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Solving The Tax Puzzle (Podcast)
Five Questions With Rebecca Pavese
Get to know director of tax practice Rebecca Pavese in this brief interview.
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Evaluating Job Offers And Opportunities (Podcast)
How can you tell if changing jobs, or even venturing out on your own as a freelancer, is right for you? Vice president and CIO Ben Sullivan returns to the podcast to help listeners think like a financial pro when considering a job offer or contract.
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Taxes Loom Large In 2025
The new year has arrived, with a new presidential administration shortly to follow. Taxpayers may wonder: Is a new tax landscape is imminent?
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Palisades Hudson’s Executive Team Grows In 2025
David Walters, Eric Meermann, Benjamin C. Sullivan, ReKeithen Miller and Rebecca Pavese take on new roles in 2025, joining colleagues promoted in fall 2024.
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Financial Planning For Parents (Podcast)
From the costs of pregnancy and childbirth to paying for a college education, parents face many financial planning challenges and opportunities. Rebecca Pavese, CPA, offers her perspective.
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Five Questions With Kirstie Ward
Get to know financial planning manager and chief compliance officer Kirstie Ward in this brief interview.
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Love, Marriage And Prenups (Podcast)
Vice president David Walters explains why prenups don’t need to be more fraught than other financial planning. David also dives into the financial planning fundamentals couples should think about before and after their wedding day.
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Use It Or Lose It? FSAs And HSAs
Flexible spending accounts and health savings accounts can serve as powerful tools to help you keep your medical expenses manageable.
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Post-Election Investment Planning: Buckle Up But Don’t Bail Out
The future is always uncertain, but for many, it feels especially uncertain now. Luckily, knowing the future is not a key part of a well-made financial plan.
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