Larry M. Elkin, CPA, CFP®

President, Palisades Hudson Financial Group LLC
President, Palisades Hudson Asset Management, Inc.

Larry M. Elkin, CPA, CFP^®, has provided personal financial and tax counseling to a sophisticated client base since 1986. After six years with Arthur Andersen, where he was a senior manager for personal financial planning and family wealth planning, he founded his own firm in Hastings on Hudson, New York in 1992. That firm grew steadily and became the Palisades Hudson organization, which moved to Scarsdale, New York in 2002, and expanded to Fort Lauderdale, Florida in 2005.

Larry received his B.A. in journalism from the University of Montana in 1978, and his M.B.A. in accounting from New York University in 1986. Larry was a reporter and editor for The Associated Press from 1978 to 1986. He covered government, business and legal affairs for the wire service, with assignments in Helena, Montana; Albany, New York; Washington, D.C., and New York City’s federal courts in Brooklyn and Manhattan.

Larry established the organization’s investment advisory business, which now manages approximately $1.25 billion, in 1997. As president of Palisades Hudson, Larry maintains individual professional relationships with most of the firm’s clients, who reside in more than 20 states from Maine to California as well as in several foreign countries. He is the author of Financial Self-Defense for Unmarried Couples (Currency Doubleday, 1995), which was the first comprehensive financial planning guide for unmarried couples. He also is the editor and publisher of Sentinel, a quarterly newsletter on personal financial planning.

Larry has written many Sentinel articles, including several that anticipated future events. In “The Economic Case Against Tobacco Stocks” (February 1995), he forecast that litigation losses would eventually undermine cigarette manufacturers’ financial position. He concluded in “Is This the Beginning Of The End?” (May 1998) that there was a better-than-even chance that estate taxes would be repealed by 2010, three years before Congress enacted legislation to repeal the tax in 2010. In “IRS Takes A Shot At Split-Dollar Life” (June 1996), Larry predicted that the IRS would be able to treat split dollar arrangements as below-market loans, which came to pass with new rules issued by the Service in 2001 and 2002.

Larry served as president of the Estate Planning Council of New York City, Inc., in 2005-2006. He is regularly interviewed by national and regional publications, and has made nearly 100 radio and television appearances.

2 Overhill Road, Suite 100 Scarsdale, NY 10583 Phone (914) 723-5000 Fax (914) 723-5139		110 E. Broward Blvd., Suite 1620 Fort Lauderdale, FL 33301 Phone (954) 524-5552 Fax (954) 524-5554
All information on this site © 1995-2008 Palisades Hudson Financial Group LLC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.