Tax Planning
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

Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?


Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.