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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.”

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  1. 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.

  2. 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?

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

  9. The Tax Facts About Year-End Gifting

    Tis the season for giving, as the clock runs down on 2016. This is a good time to think about year-end gifting. I’m talking more than the usual presents under the tree.

    Currently the individual 2016 and 2017 annual gift exclusion amount is $14,000 per any one individual. You can gift up to the exclusion to anyone (not just family members) and any number of people, without the need to report the gift or incur any gift tax. Married couples can gift twice as much ($28,000) using gift splitting (this requires them to file a gift tax return using IRS Form 709).

    We all have a lifetime exclusion. This is the amount above the $14,000 annual limit that we may gift during our lifetime without incurring gift taxes. For 2016, that amount is $5,450,000, and in 2017 it increases to $5,490,000.

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