Vice president Eric Meermann stops by the podcast to talk about his chapter in “Looking Ahead: Life, Family, Wealth and Business After 55” on philanthropy.
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The Joy Of (Planned) Giving (Podcast)
The Family Business, Start To Finish (Podcast)
In the first episode of our first season, Palisades Hudson founder and president Larry Elkin discusses how he went from a journalist with the Associated Press to running a business that recently marked its 30th anniversary.
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Five Questions With: Linda Field Elkin
Get to know Palisades Hudson’s director of marketing and director of HR, Linda Field Elkin, in this brief interview.
Financial Independence: Reimagining Retirement
A financial planner hopes to rebrand the FIRE movement to FIRR — Financial Independence: Reimagine Retirement.
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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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