As Palisades Hudson prepares to celebrate its 30th anniversary, four of our most experienced staff members are preparing to take on significant new roles with the firm.
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Shomari Hearn Becomes COO/EVP As PHFG Announces Promotions
A Closer Look At Capital Gains (Part II)
Keeping your approach simple has its upsides, but advanced capital gains tax planning can take your tax savings to the next level.
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A Closer Look At Capital Gains (Part I)
Income tax planning comes in many different forms, but effective capital gains planning often has the biggest long-term impact on the wealth of successful people.
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An ESG Investing Hazard For Fiduciaries
As ESG investing evolves, more people may want their trusts or employer-provided retirement plans to reflect their values. Trustees and managers subject to fiduciary duty should take special care to document their decisions if they incorporate ESG considerations into their investment strategies.
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Managing Remote Workers Is Nothing New
If you intend to make remote work part of your business going forward, as a manager, you should keep several best practices in mind. You should stay mindful of operational and strategic considerations, too.
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Securing Your IRA Goals After The SECURE Act
January 2020 may feel like a long time ago, but it marked a relatively recent update to the rules governing retirement accounts, especially individual retirement accounts. This means that even if you previously decided how to handle your traditional or Roth IRA upon your death, you may need to revisit your plan to ensure it still works the way you intend.
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Retiring To A Simpler Life Abroad Is Not So Simple
Moving abroad may affect your retirement plans. Workers in the process of saving for retirement and retirees trying to prudently budget their existing savings should both approach an overseas move, whether temporary or permanent, with care.
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Greener Prospects For ESG Investing
Seeking investments to do good, not just to do well, has been gaining popularity as a wealth management approach. Luckily, as ESG funds grow up, this goal is also becoming more practical.
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Timely Estate Strategies For An Opportune Moment
The future always includes an element of uncertainty, even if the legislative landscape feels relatively stable. Taxpayers may want to take advantage of various strategies to make the most of the current rules while they remain in effect.
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Tax Consequences Of Expatriation
The United States’ worldwide approach to taxes can be burdensome, but expatriation is not a decision to make lightly. If tax considerations are your main motivation, know that the IRS will do its best to make your departure as painful as it can.
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