Get to know Palisades Hudson accountant Victoria Dubuc in this brief interview.
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Five Questions With: Victoria Dubuc
Which Medicare Option Is Really Advantageous?
Thanks to the ubiquity of modern databases and the marketing efficiency of health insurers, beneficiaries and beneficiaries-to-be find themselves inundated with advertisements for all-inclusive health plans that are pitched as “better” than Medicare. It sounds so good that there has to be a catch, right?
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Five Questions With: Linda Field Elkin
Get to know Palisades Hudson’s director of marketing and director of HR, Linda Field Elkin, in this brief interview.
Financial Independence: Reimagining Retirement
A financial planner hopes to rebrand the FIRE movement to FIRR — Financial Independence: Reimagine Retirement.
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Five Questions With: Mamie Odom
Get to know Palisades Hudson client service associate Mamie Odom in this brief interview.
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The September Tax Data Dump
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.
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Five Questions With: ReKeithen Miller
Get to know Palisades Hudson senior client service manager ReKeithen Miller in this brief interview.
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Gift-Giving Makes Good Tax Sense, Except When It Doesn’t
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.
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Five Questions With: Alyssa Drowne
Get to know Palisades Hudson administrative associate Alyssa Drowne in this brief interview.
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Name, Image And Likeness Tips For Student-Athletes
The financial landscape for student-athletes is changing rapidly with the acceptance of NIL deals. College players can make the most of it — with some planning.
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