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



Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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