Tax Planning

Having a better grasp on deductions, exemptions and tax credits can help business owners and individuals lower their tax liabilities, and increase their bottom lines.

That’s why Summit Wealth Group Certified Financial Planners include tax planning in our comprehensive wealth management strategies, by analyzing:

Income and estate tax planning
Investment tax planning
Year-end planning strategies
Life event planning - such as retirement, gifts, or an inheritance

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Next: Risk Management

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