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Tax Services

Reaching long-term financial goals requires a disciplined approach to tax planning. AMG National Trust Bank tax advisors work hand-in-hand with AMG financial advisors to project your tax liabilities over the coming five years and then make recommendations for controlling tax liabilities that are consistent with your financial goals. When your tax advisor and your financial advisor work together every day, you can plan more effectively and achieve more with your wealth.

AMG’s tax advisors can help:

  • Select the appropriate year in which to recognize capital gains.
  • Organize tax-efficient wealth transfer and gifting plans based on long-range tax forecasts.
  • Manage under-withholding and under-payment penalties and over payment of income tax so assets work for you rather than the government.

AMG’s tax department prepares federal, state and local income tax returns, in addition to gift and estate tax returns. We also prepare tax returns for private foundations and businesses, including partnerships and trusts. Finally, our tax department can help you streamline household and small-business bookkeeping and bill payment.

Investment products: Not FDIC insured • No bank guarantee • May lose value