Pasquale Palumbo, Wealth Advisor, CPC Wealth Management

Pasquale Palumbo, Wealth Advisor, CPC Wealth Management Wealth Manager and Investment Advisor focusing on Financial Planning Knowledge is the key to a successful financial future.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies a

nd/or focus on one specific area of need. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

07/14/2026

Section 179 of the Internal Revenue Code allows a sole proprietor, partnership, or corporation to elect to deduct the cost (up to $2,560,000 in 2026) of depreciable tangible personal property acquired for use in a trade or business in the year of purchase. In the absence of the Section 179 deduction...

07/13/2026

When selling your business — regardless of whether the buyer is a family member, a key employee, or a third party — if the sale involves payments spread over time and funded from future business earnings, you need to ensure that you will collect on this income. When your long-term interests depe...

07/12/2026

Certain types of trusts can protect your assets from future claims of creditors and future lawsuits. Trusts that have this protective feature are often referred to as asset protection trusts. Setting up an asset protection trust is a preventative measure that can keep you from losing your possession...

07/11/2026

Taxable distributions you receive from your IRA or retirement plan before you reach the age of 59½ are generally considered by the IRS as premature distributions (or early withdrawals). To discourage these premature distributions, they are not only subject to the usual federal and state income taxe...

07/10/2026

Your employer-sponsored retirement savings plan may offer a variety of tax benefits.

07/09/2026

If you have worked outside of the United States, you may be able to take a credit on your U.S. federal income tax return for income tax you paid to a foreign country. You can claim the foreign tax credit when you've paid (or accrued, if you're using that method of accounting) taxes to a foreign coun...

07/08/2026
07/08/2026

In addition to selling your business outright or gifting your business to your heirs, there are other strategies and options that you can use to transfer your business to your heirs. These options include transferring your business into a grantor retained trust, selling your business through an inst...

07/07/2026

In the past, parents found that they could sometimes lower their income tax liability by shifting investment income into their children's names. This worked when parents were in a higher marginal tax bracket than their children were. Congress closed this loophole by enacting certain rules known as t...

07/06/2026

The latest quarterly market review is available.

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45 Knollwood Road, Suite 101
Elmsford, NY
10523

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