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 many articles for Sentinel, the firm’s newsletter. Some of her recent topics include:
- “When Spouses Live In Different States” (September 2018)
- “Writing A Good Buy-Sell Agreement” (April 2018)
- “Giving After Disaster Strikes” (September 2017)
- “Post-Election Tax Planning” (December 2016) and
- “A Tax Strategy Gone Wrong” (January 2016).
Rebecca is among the authors of our firm's book The High Achiever's Guide to Wealth. Her contributions include Chapter 3, "Being Smart About Budgets And Credit," and Chapter 9, "Medical And Disability Insurance." Rebecca also contributed to our first book, Looking Ahead: Life, Family, Wealth and Business After 55. She wrote Chapter 3, “Planning For Incapacity"; co-authored Chapter 2, “Relationships With Adult Children,” with Shomari Hearn; and co-authored 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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