The concept of enjoying luxury cars, yachts or aircraft while also using them in your tax planning can be alluring. However, it’s critical to approach these opportunities with caution and compliance.
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Is My Bentley Deductible?
Education Savings 101: The 529 Plan
Not every Section 529 plan is the same. Choosing the right plan will help you to get the most out of your education savings.
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Five Questions With: Stephen Grady III
Get to know Palisades Hudson financial planning manager Stephen Grady III in this brief interview.
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Five Questions With: Melinda Kibler
Get to know Palisades Hudson senior client service manager Melinda Kibler in this brief interview.
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Living With High(er) Interest Rates
High interest rates can require some adjustment. Whether you are borrowing, saving or investing, make sure your financial life is ready for the new reality.
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Five Questions With: Eric Meermann
Get to know Palisades Hudson vice president Eric Meermann in this brief interview.
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Don’t Get Lost When Claiming EV Credits
A potential bonus from an electric vehicle is money back in your pocket from tax incentives — if you can navigate the process.
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Five Questions With: Victoria Dubuc
Get to know Palisades Hudson accountant Victoria Dubuc in this brief interview.
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Which Medicare Option Is Really Advantageous?
Thanks to the ubiquity of modern databases and the marketing efficiency of health insurers, beneficiaries and beneficiaries-to-be find themselves inundated with advertisements for all-inclusive health plans that are pitched as “better” than Medicare. It sounds so good that there has to be a catch, right?
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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.