optimize a tax strategy based on your goals
Why is tax planning important?
Failing to properly plan for taxes in retirement can mean a sudden change in your lifestyle. With tax laws changing every year, let Summit Financial Partners optimize a tax strategy based on your goals.
Typical tax planning includes speaking with your CPA about filing your 1099’s, W2’s, credits, and exemptions. However, these resources are used for tax preparation purposes, and are backward looking. Tax planning, by contrast, is looking forward into the future and can have powerful effects on your retirement.
At Summit Financial Partners, our goal is to address the following:
Not only do we provide tax planning, but we also have an in-house CPA. We use this collaborative partnership to your advantage to evaluate the short term and long term effects of taxes on your retirement plan.