When to Consider Working with ATLAS
Everyone has that list—you know, the one of all the household chores we should be doing. Unfortunately, when these chores pile up, especially ones like paying bills and managing mail,…
Read MoreEveryone has that list—you know, the one of all the household chores we should be doing. Unfortunately, when these chores pile up, especially ones like paying bills and managing mail,…
Read MoreThe tax return process each spring is an understandably stressful time and for most people a common question emerges. What am I missing? This is the type of question that…
Read MoreThere are countless reasons that will lead to you selling your home: a new job, starting a family, or maybe the family is all moved out and it is time…
Read MoreHave you ever felt overwhelmed by your finances, buried by a pile of bills to be paid, or chained to your computer? You’re not alone. Many high-net-worth individuals say they…
Read MoreThe basis step up on inherited assets is currently one of the biggest tax breaks available to you to transfer your assets to your heirs. So you might be asking,…
Read MoreThe complexities of life can be overwhelming, and they can arise at the most inopportune times. To keep our clients from having to manage the details of their finances, properties,…
Read MoreOne question we are always asked by our clients is how to save on taxes or if there are any additional tax deductions available. Unfortunately, there is no one-size fits…
Read MoreIf you own a home or a second home, you should consider the many benefits of solar photovoltaic (PV) cells/panels. There are cost savings benefits for the reduced payments to…
Read MoreWe often think of gifting as the simple act of giving an asset with a value to a loved one. Many individuals with wealth make annual gifts and have a…
Read MoreDo you ever wish you had a personal assistant to help you with day-to-day activities, remind you of what you need to do, and stay one step ahead of you?…
Read MoreWith countless connections for many decades in our beloved communities, our hearts go out to each and every one of you directly and indirectly affected by the Marshall Wildfires. At…
Read MoreWe all know paying for your child’s college education can be stressful. The large tuition bills you’ll have to pay seem daunting, and on top of it you’re paying with…
Read MoreAs you earn or receive income throughout the year, you must pay tax on that income through withholdings or estimated tax payments. Estimated tax payments are a quarterly payment based…
Read MoreHave you been asked about making qualified charitable distributions either from your CPA or from your retirement advisor? If you have and would like to know more about what this…
Read MoreJim has one. You heard Roberta talking about one at the BBQ last week. The Millers have one with their name on it, but Mark’s doesn’t. Or is that a…
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