Category: News 2018

Due Date Approaches for 2017 Federal Income Tax Returns

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2016 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to prepare your tax return for you.

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New Tax Law May Create Hidden Tax Traps and Other Unintended Consequences

It’s Time to Review Your Will and Estate Plan – When the Tax Cut and Jobs Act of 2017 was signed into law, the estate and gift tax exemption, which is the amount you can pass to your heirs estate tax free, was raised to $11.18 million per person ($22.36 million per couple), increasing annually with inflation. The good news is that because of this change, most people’s estates will now be estate tax-free.

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Eight for ’18: Financial Steps You Should Take Now

With the start of a new year, most of us begin making plans in all aspects of our lives for the year ahead – and beyond. One area we should all consider is financial well-being -not only our tax outlook, but also investment and retirement strategies, property and personal insurance coverage, and more. In this article, we provide a helpful list of actions you can take now that will cultivate a more fruitful 2018.

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Deducting 2017 Property Losses from Your Taxes

Hurricanes, wildfires, tornadoes, floods, earthquakes, winter storms, and other events often cause widespread damage to homes and other types of property. If you’ve suffered property loss as the result of a natural or man-made disaster in 2017, you may be able to claim a casualty loss deduction on your federal income tax return.

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Harrison Fant Promoted to Wealth Manager

It is with great pleasure that we announce the promotion of Harrison Fant from Associate Advisor to Wealth Manager! Harrison has grown into a leader within Atlanta Financial and his exceptional client service and attention to detail are integral to the growth of Julie Andrews’ client base. Since joining AFA in 2014, Harrison has excelled in every task and project that he has been asked to perform. He has shown the ability to work extremely effectively with a wide range of clients and financial situations while balancing a duty-list that continues to increase.

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Julie Andrews is a Medical Economics 2017 Financial Adviser for Doctors

We are proud of Julie Andrews’, MBA, CFP®, AIF®, continued recognition by Medical Economics as a Financial Adviser for Doctors*. At a time when physicians are reporting stagnant or lagging income on top of the uncertain implications of new tax legislation, it’s more important than ever to have a solid financial plan in place. Julie continues to be committed to working with physicians to maximize their comfort with and control over their financial future.

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Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.to comprehensive wealth management.

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