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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
<p>What If You Get Audited?</p>

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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<p>Comparing Investments</p>

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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<p>How to Appeal Your Property Taxes</p>

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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