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Atomi Financial Group, Inc. is a California Registered Investment Adviser. Call us toll free at 888-533-9364.

Office location: 20 Executive Park, Suite 120, Irvine, CA 92614. Mailing address: P.O. Box 11687, Newport Beach, CA 92658.

Please read our Disclosures Statement, Privacy Policy, & Business Continuity Plan. © 2018 Atomi Financial Group, Inc., all rights reserved.

Please visit FINRA's BrokerCheck & SEC's IA Public Disclosure Database for information on Atomi Financial Group. Our CRD number is 171787.

November 12, 2018

The wealth and notoriety that celebrities possess often amplifies the costs and issues that arise from an estate plan that was either poorly conceived or implemented. View the slideshow from wealthmanagement.com and learn valuable lessons that everyone should avoid, regardless of their celebrity status. Click on the following link to view the article:

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May 31, 2018

In honor of Memorial Day, Burton Brown was highlighted in ThinkAdvisor Magazine's annual "Advisers Who Served" compilation. You can view the article by clicking on the link below.

Read the Article

February 21, 2018

Impact of Tax Law Changes on Real Estate Investments

The Tax Cuts and Jobs Act of 2017 has tax professionals working overtime in order to understand all the changes for this tax year. Not only does the new tax law impact working individuals and corporations, it also changes that effect real estate investments.

Changes to Bonus Depreciation

Previously, bonus...

February 9, 2018

Question: What has happened nine times since 2009?

Answer: Stock market sell offs in the 10% range, all with quick recoveries.

Bloomberg has a great article out that discusses each major sell off we’ve experienced since 2009, what the causes were, how bad it was, and, most importantly, how quickly it took to recover.

It’s a quick read and a good perspective...

January 9, 2018

No doubt you’ve heard about the “Tax Cuts and Jobs Act,” the tax reform initiative that became law effective January 1st, 2018.  While tax professionals, investors, and even senators still figure out the finer nuances of this new law, the following is a brief summary of some of the key changes in the tax code enacted for 2018. As always, we highly recomme...

December 18, 2017

The generally considered first recorded speculative market bubble was the great “Tulip Mania” that occurred in Holland in 1637. At its peak, the futures price for a single tulip bulb was more than 10 times the annual income of a skilled worker during that time. Besides being the first, Tulip Mania, thus far, remains the largest market bubble in history.

Bi...

July 5, 2017

You should be aware of some of the tools available to defer the payment of taxes on your income. When tax rates are stable, it's wise for you to defer as much income as possible from one year to a later year in order to postpone payment of tax. This allows you the use of more money for a longer period of time. Postponing receipt of taxable income may also...

July 3, 2017

Recognizing early cognitive impairments is one the earliest and most important steps one can take in proactively addressing the growing threat of Alzheimer’s disease and other forms of dementia.

Early diagnosis can lead to early treatment as well as possible inclusion in advanced clinical trials. Early diagnosis can also help with one’s overall financial a...

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