Customized Tax Strategies for Individuals and Business Owners

One of the most critical aspects often overlooked when building wealth is tax planning. Maximizing your tax efficiency with a thought-out strategy can make a world of difference when it comes to how much tax you owe today and in the future. Thinking ahead can help decrease capital gains taxes, lessen the tax impact of a significant financial event such as an inheritance, or even avoid Medicare premium increases. At Summit Wealth Group, we provide an array of tax planning strategies with a multi-faceted approach for the different stages of your life and your unique financial goals. 

When we build your unique tax plan, we look at the best ways to minimize your taxes and optimize your future tax situation. We consider how to efficiently use your income tax bracket, help you manage capital gains, and keep in mind how your Social Security benefits and Medicare costs may be affected.

Below are some of the most common questions we address with our Enhanced Tax Planning package.

  • How can I determine whether to contribute to my Traditional 401(k) or a Roth 401(k)?
  • What are the maximum tax benefits I can receive from my charitable contributions?
  • I have owned my personal residence/rental property for many years and am contemplating selling it. What taxes, if any, do I need to consider?
  • How do I withdrawal money in a tax-efficient manner?
  • What is the most tax-efficient way to exercise my employee stock options?
  • Does a Roth conversion make sense, and what is the tax implication?

If you would like to take advantage of our tax planning strategies, please schedule an appointment below to set up a complementary consultation. 

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