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
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.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.