Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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Atlas Highlights – Summer 22
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Atlas Highlights – Spring 2022
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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Atlas Highlights – Winter 21-22
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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Atlas Highlights – Fall 2021
As we drift into cooler weather we have a few exciting announcements for you!
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2021 RMDs – A Reminder You Must Take It…
As part of our process, Atlas advisors review and assist clients with the management of RMDs. We do this to make a potentially cumbersome administrative activity easy for our clients, but also for providing guidance on the financial planning aspect and tax implications associated with the distributions.
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Atlas Highlights – Summer 2021
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
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A Letter From Susan
By Susan Dellaghelfa
I’m writing to let you all know that I will be retiring from Atlas this summer.
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An Economy in Bloom
By John C. Ogle | jcogle@atlaspwm.com
Having seen markets rebound so well over the last year, insightful investors will refocus their work on looking toward the future. We at Atlas are no different.
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Does the 2021 Tax Filing Extension Apply to You?
By Brendan Walsh | bwalsh@atlaspwm.com
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.
