2020 has been rife with challenges and uncertainty, and there is much to keep track of amid a global pandemic, an election year, and legislative changes. Listen to Brendan Walsh guide you through important concepts to think about as you prepare for your 2020 taxes.
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2020 Tax Planning in a Pandemic: Updates, Strategies & FAQs Webinar
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A breakdown of the most recent IRS Notice 2020-51 and what it might mean for you… Atlas’ Tax Team weighs in
By Brendan Walsh, David Ralph| bwalsh@atlaspwm.com
The IRS has extended the rollover deadline for RMDs taken from IRAs or company plans in 2020. The IRS has stated that any unwanted 2020 RMDs may be repaid via rollover to the original IRA or company plan by August 31, 2020.
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Tax Planning for Capital Gains
By Brendan Walsh | bwalsh@atlaspwm.com
As stock shares generally appreciate in value over longer periods we should know that eventually, we will have to pay taxes when we sell the shares. The question then becomes, what are some strategies to lower the capital gains hit?
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Year-End 2019 Tax Planning Webinar
On December 3rd, 2019, clients and community members had the opportunity to watch our live “Year-End 2019 Tax Planning Webinar.” The Tax Cuts and Jobs Act has created a host of opportunities for tax savings. Learn how to maximize the opportunities under the current tax laws by reviewing Atlas’ webinar, now available for on-demand viewing.
