The end of the year can be a perfect time to reflect. What went well? What could be improved in the new year? How is your financial life progressing and what changes should be made? One final question comes to mind for your Atlas Private Wealth Management Advisors: What can be done before the end of the year to minimize a client’s current-year tax liabilities?
Again and again, we’ve helped clients make small adjustments during the last two months of the year that have had a big impact on their taxable income. These strategies can help people keep more of their hard-earned dollars available for investment.
You can view the on-demand recording below to learn more about these strategies.
Atlas Private Wealth Management conducts educational webinars throughout the year. Interested in attending our next LIVE webinar? Simply contact us to receive an invitation to our next event.
North Adams, MA