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

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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Next: Risk Management

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