The Pallas Perspective

James Landry is joined by special guest Steve Burke from McLane Middleton for a timely conversation on planning ideas in light of President-elect Biden’s tax policy proposals.

Rich Mullen and Mark Bogar, CFA, join James Landry to recap 2020 and look ahead to 2021.

James Landry is joined by: colleagues Charles C. Evangelakos and Greg Boyle; and Wheels Up Founder Kenny Dichter to discuss charitable giving strategies.Pallas Capital Advisors: https://pallascapitaladvisors.com/Wheels Up: https://wheelsup.com/Pallas Capital Advisors, LLC, Triad Advisors, LLC, and their representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. The information contained herein is for informational purposes only, is not personalized investment advice, and should not be construed as a recommendation to purchase or sell any particular security, sector, or strategy to any individual person or entity.Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Investment Advice offered through Pallas Capital Advisors, LLC, a registered investment advisor. Pallas Capital Advisors, LLC is a separate entity from Triad Advisors, LLC.

Karen Regan, CPA, CVA, joins James Landry to discuss year-end tax planning in 2020.

James Landry sits down with Mark Bogar, CFA, to discuss the post-election results and offer insight into what the results may mean for you.

Mark Bogar, Chief Investment Officer of Pallas Capital Advisors, and his colleague Rich Mullen, Co-Founder and Managing Director of Pallas Capital Advisors, join the show to discuss how the result of the presidential election could affect your stock portfolio -- and what you can do about it.This is the podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info: https://pallascapitaladvisors.com/A production of The Boston Podcast Network. To produce your own show please visit www.pod617.com

CPA Karen Regan joins the show to talk about the 2020 presidential election and implications for individual and business tax planning.

The discussion covers employee benefits; key employees; 401k, deferred comp; key man insurance; and deferred comp.More info: https://pallascapitaladvisors.com/Get your own podcast from pod617 at www.pod617.com/contact

The inaugural episode of the podcast that brings you conversations and professional analysis on the topics and trends affecting your everyday financial life. More info: https://pallascapitaladvisors.com/