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

Planning on Call: Humanizing Healthcare & Understanding Chronic Illness with Eva Minkoff

By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com Welcome to ‘Planning…

Does the 2021 Tax Filing Extension Apply to You?

By Brendan Walsh | bwalsh@atlaspwm.com As we approach the traditional April…

Blog, Resources, News/ Apr 14, 2021

Atlas Highlights – Spring 2021

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