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    Does the 2021 Tax Filing Extension Apply to You?

    By Brendan Walsh |

    As we approach the traditional April 15 tax filing deadline, you may be aware that the IRS recently announced an extension of time to file a 2020 individual tax return until May 17, 2021.

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  1. 2020 Tax Planning in a Pandemic: Updates, Strategies & FAQs Webinar

    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.

  2. 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|

    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.

  3. Tax Planning for Capital Gains

    By Brendan Walsh |

    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?

  4. 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.

Atlas Private Wealth Management will be with you every step of the way as you prepare for retirement and look toward your golden years.

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