Taxes

• Tax Planning
  Getting a grip on your taxes means integrating tax planning into your overall financial plan — and, as a bonus, it means taking the pain out of Tax Day.
• Charitable Giving
  Young professionals who are skilled in their areas of expertise may still need a helping hand when it comes to budgeting, spending, investing or even charitable giving. Luckily, our client service team is here to help. In 20 chapters...
• Estate Taxes
• Tax Services
• Income Tax
  Our firm is based on the principle that effective advice has to combine income taxes, estate planning, insurance, investment management and many other areas as seamlessly as possible.
• Tax Return Preparation
  We have extensive experience assisting clients with a wide range of complex personal and business tax concerns. We can provide you with effective planning and efficient tax return preparation, ensuring that you satisfy your legal obligations without overlooking opportunities to reduce your overall tax burden.

Investment

• Investment Management
  Financial integration. We offer a comprehensive package of financial services. Our investment management is closely integrated with tax planning and other aspects of our clients’ affairs.
• Mutual Funds
  Risk management. We manage risk by investing in carefully researched securities and by achieving substantial diversification through the use of mutual funds, exchange traded funds, and closely held investments that include private equity, hedge funds, natural resources and real estate.
• Wealth Management

Accounting

• Accounting Services
  Our comprehensive financial management services include investment management, bookkeeping, bill payment, cash management, budgeting and retirement planning. In some situations, these services pay for themselves through reduced tax costs and better investment results. In nearly all cases, the time you save is invaluable, while the cost of maintaining good records is modest. You also gain peace of mind from knowing that your affairs are organized and well-managed, especially in the event your disability or death requires someone else to take control.
• Bookkeeping Services

Planning

• Financial Planning
  " Financial planning" is often simply used as a tool to sell investments and insurance products, or tax advice, or wills and trusts. That is not necessarily a bad thing; without knowledgeable advice, these products and services would be a waste of money. True financial planning, however, does not look at these matters in isolation. Good planning requires that we consider the way that all of these issues interact. At our firm, we start by considering where you are today. We listen to your goals and expectations for the future. Then we stand ready to assist you, to whatever extent you desire, in all disciplines of personal financial planning, including...
• Retirement Planning
  Retirement planning can be complicated, but the best way forward is make sure you understand the basics and get started as soon as possible. Paul Jacobs, CFP®, EA is ready to help.
• Long Term Care
  Should you consider long-term care insurance? What sorts of strategies can help you effectively pay for your care? Besides saving, what else do you need to do to be sure you’re ready for any needs that may arise? Melinda Kibler answers these questions and more.
• Asset Management
  We at Palisades Hudson Financial Group LLC and Palisades Hudson Asset Management, L.P. are concerned about and committed to safeguarding the privacy of the nonpublic personal information you, as our client, have entrusted to us.