Get to know director of tax practice Rebecca Pavese in this brief interview.
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Five Questions With Rebecca Pavese
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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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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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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Five Questions With Kasey Radney
Get to know Palisades Hudson senior client service associate Kasey Radney in this brief interview.
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New Requirements Loom For Business Owners And Officers
The end of 2024 is in sight, but before you throw yourself into holiday plans, it is worth asking: Have you met your beneficial ownership information report filing requirement?
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Five Questions With Melissa DiNapoli
Get to know Palisades Hudson administrative manager Melissa DiNapoli in this brief interview.
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Don’t Wing Your Business Data Security
If your business does not have a formal plan in place to protect sensitive client data, it should. Learn how to create a written information security plan, or WISP.
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