Tax Efficiency Guidance
Asset Management Partners, LLC has been helping community banks increase their tax efficiency for more than 30 years. In addition to strong internal resources, we have ready access to the advice of industry expert Ron Blasi. Commonly known as the "Father of Bank Taxes," Ron authors the annual "U.S. Master Bank Tax Guide."
Deliverables
- Our quarterly Benchmark and Peer Group Analysis evaluates your bank's overall risk-versus-reward profile. It's important for our team to have fundamental knowledge of your institution's risks. These variables include interest rate risk, credit risk, capital risk, and liquidity risk.
- Review of your bank's tax position.
- Interaction with your bank's tax counsel, which may include your audit firm.
- We'll work with your management team to develop a tax plan with attainable goals.
- Members of our team are available to assist or lead a presentation of the tax plan to your board.
- We provide quarterly meetings with your management team and/or board.
- As-needed consultation is always available.
- Meetings can be conducted on-site or online.