Go to Top

Beyond a Blog

The Family Business, Start To Finish (Podcast)

logo for the Something Personal podcast.

In the first episode of our first season, Palisades Hudson founder and president Larry Elkin discusses how he went from a journalist with the Associated Press to running a business that recently marked its 30th anniversary.
Read More

The September Tax Data Dump

Smartphone and tax prep documents.

There are a variety of reasons a taxpayer could need an extension, but a common one is waiting on a form that an organization has not yet issued. Some of the most common forms that leave taxpayers waiting are Schedule K-1s, K-2s and K-3s.
Read More

Gift-Giving Makes Good Tax Sense, Except When It Doesn’t

person holding a gift box with a decorative yellow ribbon.

Balancing the benefits of lifetime gifts and bequests that receive a step-up in basis is a complicated exercise. But taking the time to weigh the benefits and drawbacks of different approaches can help you make the most of the current regulations without neglecting long-term concerns.
Read More