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

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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