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.
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Understanding Roth Conversions Webinar
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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.
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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.
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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.
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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.
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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.
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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.
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Roth IRA Conversions
With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the 2016 Investment Company Fact Book, 20 million U.S. households (about 16.3%) owned Roth IRAs in 2015.
