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ATS Accounting & Tax Services

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Helpful Content

Strategies to Defend Purchasing Power Across Generations

Strategies to Defend Purchasing Power Across Generations

Keep your wealth working by preserving purchasing power over time.

Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

College Savings

College Savings

See how much you may need to save now to cover future college costs for your child.

 

How to Make Your Retirement Go Further as Costs Rise

Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

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Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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