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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Tax Freedom Day

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

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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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Next: Risk Management

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