A financial planner hopes to rebrand the FIRE movement to FIRR — Financial Independence: Reimagine Retirement.
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Financial Independence: Reimagining Retirement
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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Five Questions With: Paul Jacobs
Get to know Palisades Hudson managing vice president Paul Jacobs in this brief interview.
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Houses, Hurricanes And Homeowners Insurance In Florida
For Floridians, it is important to have both the right type of coverage and the right amount of coverage before a hurricane hits.
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Five Questions With: Jeffrey Howard
Get to know Palisades Hudson director of technology Jeffrey Howard in this brief interview.
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Fixing Foreign Filing Errors With The IRS
The complications of reporting foreign financial activities means that taxpayers can discover they need to fix their foreign tax filings after the fact.
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