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Five Questions With Ben Sullivan
Five Questions With: Benjamin C. Sullivan, Chief Investment Officer and Senior Client Service Manager Benjamin C. Sullivan, CFP®, CVA, EA, is extensively involved throughout the firm’s asset...
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What Is Success, Exactly?
I recently took a day off to look after a grandson who was home from preschool while getting over a fever. We watched cartoons together before going to Barnes & Noble to claim the reward I...
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Five Questions With Pascale Leon-Bocchino
Five Questions With: Pascale Leon-Bocchino, Administrative Manager (Accounting) Pascale Leon-Bocchino supervises the administrative staff and handles bookkeeping and bill payment for Palisades Hudson...
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Five Questions With: Jake Luhmann
Five Questions With: Jake Luhmann, Administrative Associate Jake Luhmann assists staff across our firm’s nationwide offices, directly supports the firm’s Entertainment and Sports practice, and...
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The State Of College Play-For-Pay
Autumn is an exciting time of year for fans of college sports. But with football season well underway and basketball season fast approaching, it is worth asking: Why don’t the athletes who generate...
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Don’t Wing Your Business Data Security
Nearly every business handles some form of sensitive information, from detailed medical records to credit card information. If your business does not have a plan in place to protect whatever type of...
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Five Questions With Melissa DiNapoli
Five Questions With: Melissa DiNapoli, Administrative Manager (Marketing and HR) Melissa DiNapoli oversees the firm’s human resource and business development functions as an administrative manager, a...
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New Requirements Loom For Business Owners And Officers
The end of 2024 is in sight, but before you throw yourself into holiday plans, it is worth asking: Have you met your beneficial ownership information report filing requirement? It may not be a festive...
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Five Questions With Kasey Radney
Five Questions With: Kasey Radney,Senior Client Service Associate Kasey Radney joined our team in 2021 and became a senior client service associate in 2023. He contributes to projects for clients...
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Post-Election Investment Planning: Buckle Up But Don’t Bail Out
Buckle up: You’re in for a potentially bumpy ride. There’s no need to reach for your parachute, but you may want to rely on a copilot to keep you steady. While people across the country have reacted...
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Use It Or Lose It? FSAs And HSAs
When managing health care expenses, health insurance is only part of the equation. Whether you have a high-deductible plan or want to build a safety net for unexpected medical costs, flexible spending...
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Five Questions With Kirstie Ward
Five Questions With: Kirstie Ward, Financial Planning Manager and Chief Compliance Officer Kirstie Ward has been part of the Palisades Hudson team since 2014, when she joined the Fort Lauderdale...
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Palisades Hudson’s Executive Team Grows In 2025
The new year ushered in new roles for several of Palisades Hudson’s experienced staff. David Walters(photo by Chris Hedlund) David Walters and Eric Meermann, both formerly vice presidents, became the...
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Taxes Loom Large In 2025
The new year has arrived, and it will shortly bring a new presidential administration. Some taxpayers may wonder whether this means a new tax landscape is imminent. It is unlikely that any changes...
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Five Questions With Rebecca Pavese
Five Questions With: Rebecca Pavese, Director Of Tax Practice Rebecca Pavese, CPA, has worked extensively in Palisades Hudson’s tax, financial accounting and estate planning and administration...
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Do Noncompetes Still Matter?
Noncompetition, or noncompete, agreements have been a mainstay of American business for decades. But as lawmakers and regulators subject them to increasing scrutiny, businesses may need to look...
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Five Questions With Lesley Oberstadt
Five Questions With: Lesley Oberstadt, Financial Planning Manager Lesley Oberstadt has been part of the Palisades Hudson staff since July 2018 and joined the management team in 2024. She works across...
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Why I Serve On A Nonprofit Board
Time and money are too valuable to me to waste, so it may seem odd that I give them away. Even so, that’s just what I decided to do when I joined the board of directors of Caritas of Austin. Their...
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Five Questions With David Walters
Five Questions With: David Walters, Senior Vice President David Walters has extensive experience in the firm’s tax, investment planning, estate planning and accounting practices. He serves as a member...
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Save Taxes, Save For Retirement: SEPs and More
For small-business owners and self-employed individuals, retirement planning can feel daunting. That doesn’t mean they can afford to neglect it. Unlike employees, many of whom have access to automatic...
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