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,…

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Introducing ATLAS

The 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,…

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Why are GRATs so GREAT?

We 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…

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A Note to Our Community

With 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…

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Demystifying Estimated Tax Payments

As 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…

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Taking Advantage of your RMD

Have 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…

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