Author: Rebecca Pavese, CPA

Rebecca Pavese, CPA, is a financial planner and portfolio manager with Palisades Hudson Financial GroupΓÇÖs Atlanta office. Palisades Hudson Financial Group is a fee-only financial planning firm and investment manager based Fort Lauderdale, Florida, with more than $1.3 billion under management. The firmΓÇÖs monthly newsletter covering financial planning, taxes and investing is online at www.palisadeshudson.com/insights/sentinel. Sign up to receive articles by email at www.palisadeshudson.com/get-sentinel.

Rebecca is the author of several Sentinel articles, including ΓÇ£A Tax Strategy Gone WrongΓÇ¥ (January 2016), ΓÇ£Working With Working InterestsΓÇ¥ (August 2015, online edition), ΓÇ£Planning For PortabilityΓÇ¥ (February 2015, online edition), ΓÇ£Dividing The Family FarmΓÇ¥ (January 2014) and ΓÇ£Gifts That Keep Giving: Charitable Gift Annuities and Remainder InterestsΓÇ¥ (March 2013, online edition).

you may also like

Recipes We