Three-Martini Business Lunch Can Be Fully Written Off
February 16, 2021
Congress’ last-minute pandemic-relief bill made tax changes everyone should know about.
Last-Minute Donations Can Help Others and Save You Money
December 22, 2020
New COVID-19 relief law allows an extra $300 donation to any charity to be deducted.
Tax Planning Considerations for 2020
December 11, 2020
Tax planning considerations for 2020 – a webinar
Planning Now for Possible Rate Changes Might Mean Big Savings
September 18, 2020
Planning ahead for possible changes in tax policy could positively impact your wealth management goals.
Managing Wealth Amidst Potential Tax Policy Changes
September 2, 2020
Potential tax policy changes and their effects on building and transferring wealth: 8/28/2020 webinar.
Working from Home These Days? IRS Might Allow a Deduction
August 21, 2020
Working at home due to the pandemic? A quick summary of rules around receiving a related tax deduction.
Tax Filing and Payment Extension
March 24, 2020
The IRS extends tax filing and payment deadlines from April 15 until July 15.
2019 Tax Information Details & Timing
February 1, 2020
AMG National Trust plans to mail out 1099-B, 1099-DIV, 1099-INT and 1099-MISC statements for the 2019 Tax Year as follows. Accounts holding investments with all
Tax Perspectives Update for 2020
January 3, 2020
With the passing of the Consolidated Appropriations Act of 2020 in December, a number of tax law changes were made that may affect individual taxpayers.
Supreme Count Ruling Positive for Trust Beneficiaries in NC
July 10, 2019
The taxpayers won this one—at least in North Carolina. That was the result of a rare unanimous U.S. Supreme Court decision on June 21, 2019,