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
Tax Changes You Need to Know About for 2022

Tax Changes You Need to Know About for 2022

Use this article to stay informed about several IRS changes for the 2022 tax year.
Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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