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.
Subscribe Resources
-
Recommended for you
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.
-
Recommended for you
Atlas Highlights – Spring 2021
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
-
Recommended for you
Q1 2021 – Bonds Down, Stocks Up. But That’s Not the Whole Story.
By John C. Ogle | jcogle@atlaspwm.com
We at Atlas have learned some valuable lessons in the last year, re-learned others, and feel encouraged about the future.
-
Recommended for you
College Planning
By Barnaby D. Bullard, CFP® | bbullard@atlaspwm.com
Gone are the days where you can simply send your child off to any college or university to allow them time to “figure out” what it is they hope to do with the majority of their productive years in life, largely because the exorbitant cost of an undergraduate degree is such a high burden for most families.
-
Recommended for you
Planning on Call: Roundtable on Imposter Syndrome: A Discussion between Three Generations of Female Physicians
By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com
Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.
-
Recommended for you
WIRED: Confronting the Gender Wealth Gap Webinar Recording
In a world turned upside by a global pandemic, as schools and childcare providers have had to close their doors on and off again, progress toward gender equality has taken a back seat. Some even speculate that this may have set back gender equality by a decade. Better understanding of the gender pay gap—and even more so—the gender wealth gap, helps to position us to take action to improve our outlook.
-
Recommended for you
Spring Has Sprung and Interest Rates Climb
By John C. Ogle | jcogle@atlaspwm.com
Ability to “listen” to the markets assumes an understanding of what drives certain indicators. As we know, pure interest rates (such as U.S. Treasury Rates) are driven by two factors: economic growth expectations, and expectations for the rate of inflation.
-
Recommended for you
Planning on Call: Diversity in Healthcare, Interview with Dr. Jen Lee, health policy and social justice advocate
By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com
Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.
-
Recommended for you
Surveying The Battle Field – What We Learned About Investing In 2020
By John C. Ogle | jcogle@atlaspwm.com
As we continue navigating this climate, we look forward to bringing you these types of communications and aim to answer the questions of the day.
-
Recommended for you
Planning on Call: Merging Lives and Starting a Family Part 2, Interview with hospitalist Dr. Mike Brunnquell
By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com
Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.
-
Recommended for you
The Atlas Advantage: A Decade in Review
By Kollin F. Allard, CRPC® | kallard@atlaspwm.com
Erik the Red, Ferdinand Magellan, Blackbeard, and countless others depended on Atlas to guide them safely to their final destination. It makes me think of our business – the journey we have gone through as a firm, our role in the industry, and how we educate and navigate our clients down a path targeting their unique life goals.
-
Recommended for you
Winter 2020 Atlas Highlights
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
-
Recommended for you
Time to Stay Focused
By John C. Ogle | jcogle@atlaspwm.com
Perhaps never before have we faced such tumult in such an already uncertain time. For investors, it’s time to stay focused on the future.
-
Recommended for you
Planning on Call: Merging Lives and Starting a Family Part 1, Interview with spouse Katie O’Hea
By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com
Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.
-
Recommended for you
Discussion with John Ogle, Atlas Chief Investment Officer – Investing 101
By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com
Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.
-
Recommended for you
Planning on Call: Interview with Nate Van Kouwenberg, Health and Fitness of High Performers
By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com
Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.
-
Recommended for you
What’s Next? Post Election Thoughts on the Markets
By John C. Ogle | jcogle@atlaspwm.com
On a very macro level, we think that there will be a modest market reaction to the election in the coming weeks. Markets like gridlock in Washington, and with the potential for a divided Congress, we think the eventual political landscape will impede immediate implementation of at least two of the more noteworthy Biden policy initiatives.
-
Recommended for you
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.
-
Recommended for you
Planning on Call: Interview with Brandon Unger, a Lifetime Student of Insurance
By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com
Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.
-
Recommended for you
Planning on Call: Interview with Hospital CEO, Mary Ellen Wells
By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com
Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.
-
Recommended for you
Cybersecurity Awareness with Atlas’ COO
By Kristen Schreer | kschreer@atlaspwm.com
Fraud attempts are a reality for everyone, they are both ever changing and take various forms. Keeping your information secure is a top priority for Atlas.
-
Recommended for you
Planning for Incapacity
By Christopher Aiello | caiello@atlaspwm.com
What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs?
-
Recommended for you
May You Live in Interesting Times
By John C. Ogle | jcogle@atlaspwm.com
This year has been like no other, and at Atlas we’re preparing for what will no doubt be an interesting few months of political, economic and social give-and-take.
-
Recommended for you
Fall 2020 Atlas Highlights
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
-
Recommended for you
4 Simple Steps to Start Building a Financial Plan
By Robert Palmer | rpalmer@atlaspwm.com
These first steps are just the foundation of the financial planning process. There are many intricate layers to financial planning such as tax planning implications, investment strategies, life insurance considerations, estate planning and more.
-
Recommended for you
Life Insurance Awareness… Common Mistakes
By Barry Rings | brings@atlaspwm.com
Wealth Management Advisor, Barry Rings Jr. CFP, shares common misconceptions when considering life insurance
-
Recommended for you
A market commentary from Atlas’ Chief Investment Officer, John Ogle, as he shares insight on what has been occurring in the markets over the past few months
By John C. Ogle | jcogle@atlaspwm.com
We think that global bank interventions, combined with aggressive fiscal policies have provided a safety net that the markets desired, and then some. We could parse out pieces of these programs, and debate the long-term effects of this level of government intervention in markets, but throughout the Summer… it is evident that investor’s spirits were buoyed.
-
Recommended for you
Planning on Call: Interview with Dr. Elizabeth Arendt
By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com
Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.
-
Recommended for you
Introducing ‘Planning on Call’ Blog
By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com
Welcome to ‘Planning on Call,’ a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.
-
Recommended for you
A market commentary from Atlas’ Chief Investment Officer, John Ogle, as he shares thoughts on what we witness in the market during an election year
By John C. Ogle | jcogle@atlaspwm.com
It’s important to bear in mind that historically, the markets don’t convey much information about the election other than the immediate three month period before the election. While market participants are watching the direction of current polling data and the possible outcome, markets are currently being much more influenced by factors such as the economic and financial impacts of the Coronavirus
-
Recommended for you
Understanding Roth Conversions Webinar
On August 18th, 2020, clients and community members had the opportunity to watch our live “Understanding Roth Conversions Webinar.” Recent legislation has significantly changed the landscape of retirement planning. Learn about the potential benefits and impacts to consider from these new provisions in the recording of this webinar, now available for on-demand viewing.
-
Recommended for you
Q2 in Review – 3 months off the low. What now?
By John C. Ogle | jcogle@atlaspwm.com
The second quarter of 2020 was a historic one by almost any economic metric. But, while we saw the worst economic decline in most of our lives, we also witnessed the current willingness of governments to act quickly to curtail economic decline and the resulting resiliency of the markets.
-
Recommended for you
Atlas Community Highlights – Summer 2020
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
-
Recommended for you
A New Perspective
By Barry Rings Jr, CFP® | brings@atlaspwm.com
As I have gotten older, I have tried to be diligent about expanding my knowledge by reading books on a variety of topics including nature, finance, psychology, and more. I think there is something to be said for being well versed in a multitude of different areas.
-
Recommended for you
Webinar | Atlas Advisor Briefing: FAQs
Atlas Wealth Management Advisors Discuss Investment and Financial Planning Considerations During the Coronavirus Pandemic
-
Recommended for you
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.
-
Recommended for you
How the landscape of IRAs has changed prior to and during coronavirus… Atlas’ Director of Financial Planning, weighs in…
By Robert Palmer | rpalmer@atlaspwm.com
As planners, we often navigate with our clients the various outcomes that can arise when making Roth contributions and Roth conversions.
-
Recommended for you
A message from Atlas’ executive leadership…
By Gregory R. Britton, Toby Potterton, Kristen Schreer | gbritton@atlaspwm.com
-
Recommended for you
Relief rally and market commentary with Atlas’ CIO… John Ogle, shares insight on the past and current state of the market during COVID-19
By John C. Ogle | jcogle@atlaspwm.com
In April, the Bureau of Labor Force Statistics put the unemployment rate at 14.75%,[3] and it is expected to reach nearly 16% during the third quarter. Questions we have to ask… is the market detached from the economic reality? And what business does the stock market have in rallying, anyway?
-
Recommended for you
Questions and Commentary with Atlas’ CIO… John Ogle, shares deeper insight on questions raised during the COVID-19 market
By John C. Ogle | jcogle@atlaspwm.com
I’ve used the analogy of hiking across a valley… we know that we’ll be able to get to the other side because we can see it, but what we don’t know is exactly what the terrain will be like between here and there. There might be streams to cross or rough patches to deal with along the trail.
-
Recommended for you
Student Loan Specialist on Staff!
Timothy Hamilton CFP®, CIMA®, CSLP® | thamilton@atlaspwm.com
We’d like to congratulate Atlas’ Senior Vice President, Tim Hamilton CFP®, CIMA®, CSLP® on earning his Certified Student Loan Professional (CSLP®) designation.
-
Recommended for you
Beware of Elder Abuse and Financial Fraud
By Toby Potterton, CRPC® | tpotterton@atlaspwm.com
Elder abuse can take several forms, including but not limited to physical, emotional, passive neglect, and increasing in prevalence is financial exploit.
-
Recommended for you
ESG and Socially Responsible Investing
By John C. Ogle | jcogle@atlaspwm.com
ESG (Environmental, Social and Governance) and SRI (Socially responsible investing) are themes that are becoming more prevalent in the investing world. As a firm, we at Atlas recognize this, and have developed a considered approach to the issue.
-
Recommended for you
The markets: An exercise of patience makes good practice… John Ogle, CIO, shares thoughts for consideration
By John C. Ogle | jcogle@atlaspwm.com
We believe to the extent an investor is properly positioned now, patience rather than force will prove to be a prudent strategy. With that, I offer the following…
-
Recommended for you
The markets: A forward looking mechanism… John Ogle, CIO, shares Atlas’ approach
By John C. Ogle | jcogle@atlaspwm.com
There is a well-known body of research that suggests that at any point in time, current market prices reflect all currently known information…
-
Recommended for you
Estate Planning During the Novel Coronavirus… Chris Aiello, Director of Trust & Estate Planning, shares considerations for any age
By Christopher Aiello | caiello@atlaspwm.com
Conventional wisdom says that only people who are older or wealthy need to create one of these or worry about estate planning in general. However, even people who are young and have modest amounts of assets should have a plan for when they die.
-
Recommended for you
Four Ways the CARES Act May Provide You Financial Relief… Robert Palmer, Director of Financial Planning, weighs in
-
Recommended for you
Cutting through the noise on COVID-19 and government response… an update on the financial landscape from John Ogle, CIO
By John C. Ogle | jcogle@atlaspwm.com
Financial markets hit their highest pessimism levels in mid-March, on nearly the same calendar day that Bear Stearns collapsed 12 years ago. The difference is the response times. Policymakers are responding quicker and with more force now as compared to 2008.
-
Recommended for you
Making sense of the Fed’s new facilities and the Stimulus Package… an update from John Ogle, CIO
By John C. Ogle | jcogle@atlaspwm.com
On a more practical level, we view the recent market activity as an “event driven” correction rather than either a “cyclical” or “structural” selloff. Given this, along with our preference for history rather than hysteria, we are working to cut through the current chatter.
-
Recommended for you
Our effort to “flatten the curve”… an update from Atlas’ President and CEO, Gregory R. Britton
-
Recommended for you
COVID-19 and government efforts to cushion the economy… a market update from John Ogle, CIO
By John C. Ogle | jcogle@atlaspwm.com
This week Congress is working to develop what could be a massive fiscal stimulus package. Some are labeling this package “the bazooka,” after a much more modest aid package was announced last week.
-
Recommended for you
COVID-19 and evolving market events… an update from John Ogle, CIO
-
Recommended for you
The Coronavirus and the Markets… an update from John Ogle, CIO
By John C. Ogle | jcogle@atlaspwm.com
As you are probably aware, over the last week the U.S. equity markets have sold off, losing over 10% from their recent highs. This is being driven by concerns that the Coronavirus (COVID-19) will continue to spread, negatively impacting global commerce and the potential for accelerated economic growth.
-
Recommended for you
2019 Year End Letter
By John C. Ogle | jcogle@atlaspwm.com
At this time of year I find it satisfying to take account of the year past. I enjoy reflecting on goals achieved and plans that changed, expectations fulfilled and those that failed to turn out. Surprises – yes, there are always surprises. Markets sometimes surprise me too.
-
Recommended for you
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?
-
Recommended for you
Atlas Community Highlights Q4 2019
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
-
Recommended for you
In a Time of Rising Healthcare Costs, Are You Getting the Most out of your HSA?
By Robert Palmer, CFP® | rpalmer@atlaspwm.com and Sara Casale | scasale@atlaspwm.com
A health savings account (HSA) is a tax-exempt vehicle that can be used to pay or reimburse certain medical expenses. An HSA can be especially helpful to offset medical costs in retirement, which is usually a retiree’s largest expense.
-
Recommended for you
The Bond Market and Income Generation in the Future
By John C. Ogle | jcogle@atlaspwm.com
As we all are aware, interest rates are at historic lows. In fact, rates have been coming down rather consistently for the last thirty-five years. In the mid-1980’s, one could invest in a 30-year U.S. Treasury bond and receive a rate of over 14% for the next three decades.
-
Recommended for you
Atlas Community Highlights Q3 2019
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
-
Recommended for you
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.
-
Recommended for you
Estate Planning – Is a Trust Right for You?
By J. Christopher Aiello | caiello@atlaspwm.com
There are many different types of trusts. There are almost certainly a few trusts that could benefit you (which ones depend on your personal goals and life circumstances). To identify and then implement an appropriate trust, a basic understanding is necessary.
-
Recommended for you
Don’t Let Volatility Derail Your Long Term Plans
By John C. Ogle | jcogle@atlaspwm.com
A hope for a better future for ourselves and family. Our retirement. Our financial security. Our investments. Economic and political uncertainty. Headlines. Twitter. CNBC. Market volatility.
-
Recommended for you
Atlas Community Highlights Q2 2019
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
-
Recommended for you
Atlas Community Highlights Q1 2019
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
-
Recommended for you
That Holy Grail Called Retirement
By Lissa McNaughton | lmcnaughton@atlaspwm.com
In movies, novels, and even in real life, there are those who dedicate their life’s work to searching and discovering. Whether the search is for sunken treasure, the fountain of youth, a spiritual vortex, a cure for cancer, or the Holy Grail, there must be a calculated plan in place—a map to help guide you to your destination.
-
Recommended for you
Earnings Watch
By John C. Ogle | jcogle@atlaspwm.com
As we work our way into 2019, the U.S. economy appears to be making the transition from the middle stage to the late stage of the economic cycle. With several geo-political issues in the forefront of the news, we expect to see the growth rates of economic activity decelerate both in the U.S. and across the globe.
-
Recommended for you
2018: Year in Review
By John C. Ogle | jcogle@atlaspwm.com
With the recent increase in market instability, we have been working diligently to analyze it all and define the path to set for the future. So, we want to take the time to briefly share our views with the hope that we can provide some consolation and guidance as we begin the New Year.
-
Recommended for you
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.
-
Recommended for you
Estate Planning is for Everyone: What You Need to Know
By Justin Bogardus | jbogardus@atlaspwm.com
Advance planning will help you understand how your assets will be transferred and will help ensure your wishes are carried out. It may also assist your beneficiaries and heirs in avoiding unnecessary delays.
-
Recommended for you
Should I Own Bonds in a Rising Rate Environment?
By John C. Ogle | jcogle@atlaspwm.com
We think that this fear of rising rates is one of the most unsupported and exaggerated investment themes in memory, and we’ll offer some historical evidence that shows that most investors have far less to fear than they think.
-
Recommended for you
Atlas Q3 2018 Highlights
Each quarter, we provide updates on matters such as Atlas events, community activities, and new associates.
-
Recommended for you
Webinar: Navigating the College Admissions Process Without Jeopardizing Your Retirement
On October 30, 2018, we held a live webinar for clients and community members that discussed how to plan for college expenses without jeopardizing your retirement. The recording of this webinar is available now for on-demand viewing.
-
Recommended for you
Atlas Team Community Highlights
Atlas team members have been busy making a difference in the communities they live in, work in, and serve.
-
Recommended for you
The Responsible Millennial
By Kollin F. Allard, CRPC® | kallard@atlaspwm.com
The oldest millennials are turning 37 while the youngest millennials are now 22. What should young investors keep in mind as they begin their independent financial lives?
-
Recommended for you
Earnings – The Fuel that Propels the Markets
By John C. Ogle | jcogle@atlaspwm.com
Anyone that studies the markets knows that for equities and certain classes of fixed income securities, it is earnings (or profits) that propel and support valuations.
-
Recommended for you
Webinar: Choosing Your Retirement
On May 23rd, 2018, we held a live webinar for clients and community members which addressed some of today’s biggest retirement planning decisions. The recording of this webinar is available now for on-demand viewing.
-
Recommended for you
A New Fed Chair: Should You Care?
By Tim Hamilton, CFP®, CIMA® | thamilton@atlaspwm.com
For the first time in four years, the Federal Reserve has a new chairman. Who is Jerome Powell and how might his leadership impact interest rates, the dollar, and equity markets?
-
Recommended for you
Atlas Team Highlights
Each quarter, we provide updates on new professionals joining our team, upcoming events, and how Atlas Private Wealth Management is giving back to the community.
-
Recommended for you
March 2018 Economic and Market Outlook
By John C. Ogle | jcogle@atlaspwm.com
The first quarter of the year has been eventful for the economy and markets, to say the least. We saw a return of volatility in the markets – more than we had seen for many months.
-
Recommended for you
Webinar On-Demand: Tax Reform Facts, Strategies, and Insights – January 2018
On-demand webinar discussing tax reform and its implications for individual investors and business owners.
-
Recommended for you
Market Observations December 2017
Teflon was the byword for the markets in 2017. Despite political and social turbulence, many markets have “let it slide,” and have seen a surprisingly steady rise. In the U.S., the rise has come with relatively low interim volatility.
-
Recommended for you
Tax-Loss Harvesting Techniques
Investment losses happen, it’s just part of owning a diversified investment portfolio. Tax-loss harvesting is a way for investors to realize, or “harvest,” these investment losses in order to lower their tax liability.
-
Recommended for you
The Long Game: U.S. Equity Markets Since 1871
It’s hard to open The Wall Street Journal these days without being reminded that U.S. equity markets are at historic highs. How do these market highs compare to history, and what can we learn from looking at the big picture?
-
Recommended for you
Year-End Tax Planning Webinar – December 2017
On December 6th, we covered year-end tax planning tips during a LIVE webinar.
-
Recommended for you
Basics of Financial Planning – July 2017
On July 19th, we covered the basics of financial planning during a LIVE webinar.
-
Recommended for you
Market Observations June 2017
With the first half of 2017 coming to a close, we’re seeing a shift in equity market leadership, with European large-cap stocks emerging from their doldrums and international stocks generally showing attractive returns.
-
Recommended for you
How Can Technology Help You Manage Your Money?
Today, there are countless ways technology can help you manage your money, create a better budget, and even save on the purchases you make every day. We believe that each of these can be an important component of a holistic financial plan.
-
Recommended for you
Digital Deception: Current Trends in Cybercrime
Cybercrime is a growing topic of importance. What tactics are digital thieves using today and, more importantly, how can investors protect themselves? Explore this topic to ensure your hard-earned assets are as safe as possible from cyber threats.
-
Recommended for you
Saving for College AND Retirement
These days it’s not uncommon for parents to postpone starting a family until both spouses are settled in their marriage and careers. Though this strategy can be advantageous, it can also present a dilemma — the need to save for college and retirement at the same time. Facing this dilemma? Download our four page resource which can help you navigate this challenging scenario.
-
Does the 2021 Tax Filing Extension Apply to You?
-
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.
-
Planning for Incapacity
By Christopher Aiello | caiello@atlaspwm.com
What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs?
-
Understanding Roth Conversions Webinar
On August 18th, 2020, clients and community members had the opportunity to watch our live “Understanding Roth Conversions Webinar.” Recent legislation has significantly changed the landscape of retirement planning. Learn about the potential benefits and impacts to consider from these new provisions in the recording of this webinar, now available for on-demand viewing.
-
Estate Planning During the Novel Coronavirus… Chris Aiello, Director of Trust & Estate Planning, shares considerations for any age
By Christopher Aiello | caiello@atlaspwm.com
Conventional wisdom says that only people who are older or wealthy need to create one of these or worry about estate planning in general. However, even people who are young and have modest amounts of assets should have a plan for when they die.
-
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?
-
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.
-
Estate Planning – Is a Trust Right for You?
By J. Christopher Aiello | caiello@atlaspwm.com
There are many different types of trusts. There are almost certainly a few trusts that could benefit you (which ones depend on your personal goals and life circumstances). To identify and then implement an appropriate trust, a basic understanding is necessary.
-
2018: Year in Review
By John C. Ogle | jcogle@atlaspwm.com
With the recent increase in market instability, we have been working diligently to analyze it all and define the path to set for the future. So, we want to take the time to briefly share our views with the hope that we can provide some consolation and guidance as we begin the New Year.
-
Financial Planning, Tax Planning, Nov 1, 2018
Estate Planning is for Everyone: What You Need to Know
By Justin Bogardus | jbogardus@atlaspwm.com
Advance planning will help you understand how your assets will be transferred and will help ensure your wishes are carried out. It may also assist your beneficiaries and heirs in avoiding unnecessary delays.
