SECURE ACT 2.0 Video #2: Charitable giving
Wednesday, March 29, 2023
Watch our latest video about the expanded rules of charitable giving with QCDs and how they may help you support your favorite causes.
In the second edition of our SECURE Act video series, Lorraine Salvo, CFP®, CDFA®, Managing Director, Private Wealth Management & Head of Financial Planning, explains the expanded rules of charitable giving with QCDs and how they may help you support your favorite causes. Contact us to learn more about how we can help you create a giving strategy or address your other financial planning goals.
Palisade Recognized by NJBIZ "In the Lead 2025: Women Owned Businesses" List
We’re thrilled to announce that Palisade has been recognized by NJBIZ in its "In the Lead 2025: Women Owned Businesses" ...
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Jason Yoo Joins Palisade Capital Management
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What just happened? In a quarter that opened with the tumult of a massive new tariff regime-in-formation, markets showed...
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