Year-End 2018 Tax Planning Webinar

On December 5th, 2018, clients and community members had the opportunity to watch our live “Year-End 2018 Tax Planning Webinar.” New tax laws have gone into effect. Are you prepared for these changes? Learn more about your options in the recording of this webinar, now available for on-demand viewing.

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.

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