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  • TAX MANAGEMENT

    Although most investors realize that it’s not what you make but what you keep that’s important, tax management strategies are often overlooked in financial planning and investments. At AMA, we work with our clients and their CPAs and estate attorneys to proactively monitor tax burdens and implement strategies to minimize taxes and protect income.*

     

    *Please Note:  The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client.  Asset Management Advisors, Inc. does not serve as an attorney or accountant or prepare estate planning documents or tax returns.