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

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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