…derived in the ordinary course of business or those that are earned passively). Passive activity income, as defined by the IRS, makes up the second bucket. The third bucket comprises…
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Medicare Surtax Planning
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Sneakers Vs. Tennis Shoes
…desk at the Times ran across Katz’s heat maps on his website, and invited him to come to New York for a summer internship. The resulting Times feature was the…
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Five Questions With: Ashley Luhmann
Five Questions With: Ashley Luhmann, Financial Planning Manager Ashley joined the Palisades Hudson staff as an associate in 2017 and has been a financial planning manager since 2021. While she…
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Five Questions With: Shomari Hearn
Five Questions With: Shomari Hearn, Executive Vice President and Chief Operating Officer Shomari became Palisades Hudson’s first-ever executive vice president and chief operating officer in 2023 and has been part…
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Having Fun While Giving Your Best
photo by Naotake Murayama As store endcaps and TV commercials are quick to remind us, the beginning of a new school year is approaching. While this time can be stressful…
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Know What You Want, Then Make It Known
…care surrogates, unless she had specified otherwise in her estate-planning documents. Couples in long-term committed relationships have no legal standing in most jurisdictions, or a partner in such a relationship…
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The High Achiever’s Guide To Wealth
…complimentary chapter of The High Achiever’s Guide to Wealth! Sign up for our monthly email newsletter, and we’ll send you a PDF of Chapter 18: “Retirement Planning.” Contents Spending vs….
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Welcome, Stranger: Florida Greets Newcomers With Higher Taxes
…to the New Home Buyer’s Tax Estimator on the Broward County Property Appraiser’s Web site (www.bcpa.net/TaxCalc.asp), a new home buyer who has purchased a $500,000 residence should expect a property…
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Intelligence From Presidential Tax Returns
…offer that type of analysis. So I recently curled up with a 3-inch stack of paper comprising every presidential tax return ever made public, as well as information released by…
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Real ID, Later Rather Than Sooner
…9/11 Commission that the federal government set standards for identification documents. To preserve a level of state sovereignty, the law does not mandate that states issue Real ID compliant driver’s…
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