Managing Director, Tax
Amy Armstrong, CPA*, serves as Managing Director of Tax at Tolleson Wealth Management. She leads a team of experienced professionals in providing a broad variety of tax services to clients. In addition to overseeing the tax compliance services for clients’ individual, trust and investment vehicle tax returns, Amy consults with clients to identify strategic ways to accomplish their goals in the most tax-efficient manner. Amy also serves as a tax advisor to the firm’s investment team to ensure investment decisions have incorporated all potential tax implications.
Prior to joining the firm in 2007, Amy worked with a regional accounting firm focusing on tax compliance projects for large trust and estate clients. She functioned as tax consultant, developing financial planning software for use in modeling complex income and estate tax strategies to assist in both client comprehension and decision-making processes.
Amy graduated from Baylor University with a Bachelor of Science and went on to obtain a Juris Doctorate from the University of Texas School of Law.
*This firm is not a CPA firm.