Presenter:


Brendan Walsh
Senior Vice President
Director of Tax Planning

Tax season will be here before you know it and new tax laws have gone into effect. Brendan Walsh will provide all-around helpful hints and bring you up to date on the changes you can expect in Atlas’ “Year-End 2018 Tax Planning Webinar.”

This webinar will cover…

  • Itemized Deductions
  • Charitable Giving
  • IRAs
  • Roth IRA Conversion Opportunities
  • Capital Loss Harvesting
  • Qualified Plans and Deferred Compensation Maximization


Atlas Private Wealth Management conducts educational webinars throughout the year. Interested in attending our next LIVE webinar? Simply contact us at 800-432-7447.

You may also like

Financial Planning, Blog, News/ Jul 16, 2023

Atlas Highlights – Summer 2023

Each quarter, we provide updates on matters such as Atlas events,…

The New Economy of Amateur Athletics

By Kollin Allard | kallard@atlaspwm.com You have a NIL deal. What…

SECURE Act 2.0 – What You Should Know for Now and Later

As 2022 came to a close, Congress passed revisions to the…