Author: Rebecca Pavese, CPA

Rebecca Pavese, CPA, is a financial planner and portfolio manager with Palisades Hudson Financial Group’s 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 firm’s 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 “A Tax Strategy Gone Wrong” (January 2016), “Working With Working Interests” (August 2015, online edition), “Planning For Portability” (February 2015, online edition), “Dividing The Family Farm” (January 2014) and “Gifts That Keep Giving: Charitable Gift Annuities and Remainder Interests” (March 2013, online edition).