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    Planning for the Sunset

    On November 8, 2022, at 2:00PM ET, Jolyn Sweet, Atlas’ Tax Director, reviewed some of the tax provisions of Tax Cuts and Jobs Act (TCJA) of 2017 currently slated to expire or “sunset.”

    Read the Full Blog

  1. QUICK MEDICARE Q&A – The Annual Medicare Enrollment Window is coming! A few things you should know…

    By Robert Palmer | rpalmer@atlaspwm.com

    Age 65… often times reaching this milestone gives you more access to discounted theatre tickets or special offerings. Perhaps, the freedom to travel a bit more and time to enjoy hobbies or new activities. Years of work and various sacrifices… and here you are stepping into an exciting chapter: In all likelihood, you are eligible for Medicare.

  2. When was the last time you reviewed your estate plan?

    By Chris Aiello | caiello@atlaspwm.com

    You have invested time and effort to cross all the T’s and dot all the I’s.  You have taken the steps to protect your legacy and your beneficiaries. With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update.

  3. Financial and Life Changes – Marriage and Divorce

    By Suzanne Beczak | sbeczak@atlaspwm.com

    Change can be exciting and adventurous; however, abrupt and unexpected changes can catch you off guard and leave you unprepared for what comes next in life.

  4. How Might Newly Proposed Tax Legislation Impact Your Legacy?

    By J. Christopher Aiello | caiello@atlaspwm.com

    While the gift and estate tax exemption is scheduled to drop to approximately one-half the current amount on January 1, 2026, there are tax proposals in play that could change the estate and gift tax laws much sooner.

  5. 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.

  6. LGBTQ+ Planning

    By Suzanne Beczak | sbeczak@atlaspwm.com

    As we wrap up a month-long celebration dedicated to uplifting the voices of members and allies of the LGBTQ+ community, know that here at Atlas, we take pride in providing customized financial planning for all of our clients.

  7. 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.

  8. 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.

  9. 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?

Whether you are just getting started or living in retirement, Atlas Private Wealth Management is here to provide advice, insight, and perspective.

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