Author: Benjamin C. Sullivan, CFP

As a client service manager, Benjamin C. Sullivan, CFP^®, EA, is extensively involved throughout the firm’s asset management, personal financial planning, tax and valuation practices. He is also a member of Palisades Hudson’s investment committee and the firm’s Entertainment and Sports Team. Ben joined the Palisades Hudson staff in early 2007 and became a manager in 2010. In 2016, he established the firm’s branch office in Austin, Texas, where he currently resides.

Ben is a CERTIFIED FINANCIAL PLANNERΓäó certificant. In addition, as an Enrolled Agent eligible to practice before the Internal Revenue Service, Ben is authorized to represent his clients in tax disputes at all administrative levels.

Ben is regularly quoted in print, as well as interviewed in video and audio appearances, on personal financial planning and related topics in national media outlets including The Wall Street Journal, Money Magazine, KiplingerΓÇÖs Retirement Report, CNN Money and USA Today. He has also written many articles for the firmΓÇÖs Sentinel newsletter, including:

• ΓÇ£Beating The Market Is Harder Than You ThinkΓÇ¥ (April 2016)
• ΓÇ£Moving From A High-Tax StateΓÇ¥ (January 2016)
• ΓÇ£How To Benefit From Tax DiversificationΓÇ¥ (April 2015)
• ΓÇ£Income Tax Planning For Large EstatesΓÇ¥ (November 2014 – online edition) and
• ΓÇ£When Is It Safe To Get Back Into Bonds?ΓÇ¥ (January 2014).

In addition, Ben authored two chapters in our firmΓÇÖs book, Looking Ahead: Life, Family, Wealth and Business After 55: Chapter 13, ΓÇ£Federal Income Tax,ΓÇ¥ and Chapter 16, ΓÇ£Investment Psychology.ΓÇ¥

A native of East Hanover, New Jersey, Ben graduated magna cum laude from Tulane UniversityΓÇÖs Freeman School of Business with a degree in finance and legal studies in business.