Tax Planning
For the more than 20 years, I've truly enjoyed working with clients in the areas of tax compliance and financial planning.”
Brendan Walsh
Executive Vice President
Director of Tax Planning
Tax Planning
Can help individuals, businesses, and organizations keep more of their hard-earned dollars in-house and available for investment. Our approach to tax planning begins with developing a deep understanding of your unique financial situation.
Charitable Giving
Charitable giving is something we take pride in at Atlas Private Wealth Management. If your family feels the same way, we can help structure charitable gifts in such a way that takes advantage of available tax savings.
