After the midterm elections, taxpayers are likely to face a quiet few years before the tax landscape potentially shifts in a more substantial way.
Read More
Tax Planning Amid A Window Of Stability
When To Use An Adjustable-Rate Mortgage
With home prices soaring in 2021 and interest rates climbing in 2022, many prospective homebuyers are considering alternatives to the traditional fixed-rate mortgage. Although adjustable-rate mortgages are a popular option with real upsides, borrowers should also be aware of potentially significant risks.
Read More
An Introduction to Stablecoins
A deeper dive into the world of stablecoins will make clear that not every stablecoin is created equally stable.
Read More
Shomari Hearn Becomes COO/EVP As PHFG Announces Promotions
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
