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Donald W. Carman, Jr., CPA

Senior Vice President
Director of Tax and
Financial Planning – Albany

Donald W. Carman, Jr. is a Senior Vice President and the Director of Financial and Tax Planning at Atlas Private Wealth Management. After serving as Vice President of Albany Financial Planners since November of 1984, he joined Atlas in January of 2014.

Don has over thirty years of experience providing financial and tax planning services. He supervises income tax preparation services for individuals, small businesses, estates, trusts, and gifts. In addition to tax planning for individuals and businesses, Don advises clients in diverse areas such as company retirement plan allocations, Roth IRA conversions and contributions, charitable giving strategies, education funding needs, and long-term care costs. In addition, he helps clients plan for retirement using both asset accumulation and distribution strategies, which are critical areas in an era of reduced corporate benefits.

Don has been very active in the community, having served as a board member for the Northeastern NY Chapter of the Crohn’s and Colitis Foundation, NY Special Olympics, and the Albany-Colonie Regional Chamber of Commerce.

Don has been a Certified Public Accountant in the State of New York since 1979, having received both his bachelor’s and master’s degrees in accounting from the University at Albany.

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dcarman@atlaspwm.com

800-432-7447 ext. 616