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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.

Atlas Private Wealth Management will be with you every step of the way as you are building wealth and securing your financial future.

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COVID-19 UPDATE: In an effort to do our part to slow the spread of COVID-19, our Albany Office will be closed until further notice in order to protect our clients, associates, and community. Your team at Atlas Private Wealth Management will be working remotely and will be accessible by phone and e-mail during our normal business hours Monday – Friday 8:00 am-4:30 pm ET. We at Atlas have a commitment to you to maintain seamless business operations and client communication to the best of our ability. If you do not already subscribe to our newsletter, please consider this a great opportunity to do so, as we will continue to send communications regarding the markets and office operations as we all navigate this new environment. As always, if you have any questions, please call your Wealth Management Advisor at 518-482-5777 or 1-800-432-7447.

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Webinar- WIRED: Confronting the Gender Wealth Gap, March 2021

Monday, March 8th
11:00 AM ET

We will be covering key points as to how women can take charge and invest in retirement, education, and development of their overall wealth.

Understanding Roth Conversions Webinar

Tuesday, August 18, at 2:00 PM ET

Recent legislation has significantly changed the landscape of retirement planning. This presentation will review potential impacts and benefits to consider from these new provisions.

Year-End 2019 Tax Planning Webinar

Tuesday, December 3, at 2:00 PM ET

The Tax Cuts and Jobs Act has created a host of opportunities for tax savings. This presentation will review concepts to help you maximize the opportunities under the current tax laws.

Year-End 2018 Tax Planning Webinar

Wednesday, December 5th, at 2:00 PM ET

This presentation will give you an overview of year-end tax planning considerations and address questions you may have regarding new tax laws.

Webinar: Navigating the College Admissions Process Without Jeopardizing Your Retirement

Tuesday, October 30, at 2:00 PM ET

Register now for our webinar and learn how to finance a child’s college experience in an efficient manner that won’t jeopardize your retirement.

Event: Choosing Your Retirement: How To Get It Right

Saturday, March 24th at 10:30 AM
Elks Lodge #49, Albany, NY

Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.

Webinar: Tax Reform Facts, Strategies, and Insights - January 2018

Wednesday, January 17th
2:00 PM ET

We will be covering key points from the tax reform law and its implications for individual investors and business owners.

Tax Planning

Brendan Walsh

Tax Planning

Charitable Giving

Atlas Private Wealth Management will be with you every step of the way as you are building wealth and securing your financial future.

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