2020 Tax Planning in a Pandemic: Updates, Strategies and FAQs Webinar

On November 10, 2020, at 2:00 PM ET, Brendan Walsh, Director of Tax Planning, will be reviewing tax updates made in 2020 and will look ahead to 2021.  Join Brendan as he looks back at recent legislative changes, like the CARES act, and will look ahead to anticipated potential post-election changes. In addition, he will be covering answers to common tax questions related to COVID-19 relief checks issued to many Americans.

New “Planning on Call” Podcast Series

Atlas launched its very first podcast series called “Planning on Call”, hosted by Senior Wealth Management Advisor, Tim Hamilton. In this series Tim discusses career planning, financial considerations, and health of medical practitioners. “Planning on Call,” is both a timely and cathartic conversation between Tim, healthcare workers, and other various business professionals that intersect with the lives of medical professionals, in different stages of their careers.

Understanding Roth Conversions Webinar

In case you missed our Understanding Roth Conversions webinar, you are in luck! The recorded webinar is available for on-demand viewing at your convenience on our website. Director of Financial Planning, Robert Palmer, reviews the possible pros and cons of making a Roth IRA conversion and points for consideration you should be discussing with your Atlas Wealth Management Advisor.

Reminders:

Atlas Drop Box – Atlas has provided a secure drop box outside of our main entrance for clients that prefer an alternate way to deliver their personal documents. 

In-Person Meetings by Appointment – Until our office formally reopens for walk-in visitors, our advisors continue to embrace the use of technology and are delivering meetings via telephone or video conference technology.  We continue to encourage virtual meetings as the recommended meeting method; however, for clients that feel an in-person meeting is important to them, we have our new Bullard, McLeod Community Room as a space for client meetings. The conference room offers a separate office entrance and COVID-19 related protocols for the protection of all meeting attendees.  Please contact your advisor, if you are interested in exploring this as a meeting option.

Atlas Book Club: Atlas readers, we are still looking for you! – Atlas team member, Sunday Frost, continues to recruit new book club members. If you, or anyone you know is interested in participating, reach out now to sfrost@atlaspwm.com for more information.  During this time of social distancing, all discussions will be held virtually.

Do you have any experiences you would like to share about how you have managed to maintain a sense of normalcy in your annual events during quarantine? If you would like to share, please contact your advisor or send your story to inquiries@atlaspwm.com, with subject heading: “Atlas New Normal”