Sagemont Advisors

Sagemont Advisors Your strategic partner for tax advisory, compliance, and credit optimization.

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our countr...
05/22/2026

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our country.

In observance of the holiday, Sagemont's offices will be closed on Monday, May 25th. We’ll resume normal business hours on Tuesday.

Wishing everyone a safe and meaningful Memorial Day weekend. 🇺🇸

There may be one COVID-era tax recovery your business hasn’t claimed yet. 💰 Sagemont Group has teamed up with PenaltyBac...
05/12/2026

There may be one COVID-era tax recovery your business hasn’t claimed yet. 💰

Sagemont Group has teamed up with PenaltyBack to help businesses pursue penalty abatement for IRS penalties and interest assessed between 2020 and 2023. Following recent court rulings, eligible businesses may be owed $1,000 to $10,000+ back.

⏳ The deadline to act is July 10th. Recover what your business may be owed — see if you qualify and start your claim today. 🔗 Link in comments below.

Innovation in medtech doesn’t stop at the lab, and neither should your tax strategy.From prototyping new devices to impr...
05/06/2026

Innovation in medtech doesn’t stop at the lab, and neither should your tax strategy.

From prototyping new devices to improving manufacturing processes and advancing diagnostic technology, medtech companies are often performing work that qualifies for valuable R&D tax credits.

Matt Davenport, our Director of R&D Tax Credit Services, breaks it all down in a new article published by Medical Product Outsourcing (MPO), covering how medtech companies can maximize the credit and turn innovation into real cash flow.

If your team is solving technical challenges, iterating designs, or improving products, it may be time to take a closer look.

Link to the full article in comments. 🔗 👇

🚨 Tax Alert 🚨 The wait is over…. sort of. As of April 22, 2026, state-licensed medical cannabis is officially Schedule I...
05/01/2026

🚨 Tax Alert 🚨 The wait is over…. sort of.

As of April 22, 2026, state-licensed medical cannabis is officially Schedule III, meaning Internal Revenue Code Section 280E no longer applies in many cases. This monumental shift allows medical cannabis businesses the opportunity to deduct operational costs and claim valuable tax credits for the first time.

Adult-use is still in Schedule I, and dual-licensed operators have allocation work ahead.

Here's what cannabis businesses need to know now- our latest blog is available via the link in comments. 🔗 👇

There’s been a lot of noise around the recent Discover settlement—but what actually matters is whether it impacts you or...
04/28/2026

There’s been a lot of noise around the recent Discover settlement—but what actually matters is whether it impacts you or your business.

If you were charged certain fees or interest practices tied to Discover accounts, you may be eligible for compensation. The challenge? Most people don’t have the time (or desire) to dig through legal language and figure out what it really means for them.

That’s where Sagemont Services comes in. We break down the details in plain English, help you understand your eligibility, and guide you through what steps—if any—you should take next.

Don’t leave potential funds on the table simply because the process feels unclear.

Get the full breakdown and see where you stand by tapping the link in comments below! 🔗

Many businesses are leaving R&D tax credits on the table — not because they don't qualify, but because they don't realiz...
04/23/2026

Many businesses are leaving R&D tax credits on the table — not because they don't qualify, but because they don't realize they do.

If your team is improving processes, resolving technical challenges, or running iterative tests, there's a real chance you're eligible.

We built our new R&D credit estimator to make that first step easy. In just a few minutes, you can get a sense of what your business may be missing. No commitment, just clarity.

→ Try the estimator on our new site and see where you stand. 🔗 🔽

Drumroll, please! 🥁 We've got a fresh look and the same trusted expertise. We’re excited to introduce the new Sagemont ...
04/16/2026

Drumroll, please! 🥁 We've got a fresh look and the same trusted expertise.

We’re excited to introduce the new Sagemont website, built to deliver a more streamlined, intuitive experience for our clients and partners.

Explore what’s new and discover how we continue to support your success. ✅

Click on the link in comments below ⬇️

Are you improving products, systems, or internal processes?Then you may already be doing qualifying R&D, whether you rea...
04/08/2026

Are you improving products, systems, or internal processes?

Then you may already be doing qualifying R&D, whether you realize it or not.

From software development to workflow optimization, everyday innovation can qualify for the R&D Tax Credit, resulting in a dollar-for-dollar reduction of your tax liability.

Sagemont helps you identify eligible activities, calculate the full value of your credit, and support your claim with audit-ready documentation — without adding complexity to your plate.

Start with a free R&D credit eligibility assessment today ▶️ Link in comments below 🔗 👇

Some opportunities for recovery aren’t always obvious—especially when they’re tied to past transactions.If your business...
04/01/2026

Some opportunities for recovery aren’t always obvious—especially when they’re tied to past transactions.

If your business accepted Discover-issued credit cards between 2007 and 2023, you may be eligible for compensation from a $1.2 billion settlement fund tied to alleged fee misclassification.

Sagemont Services helps businesses uncover what they may be owed through a structured, straightforward approach to eligibility and claims.

👉 Learn more and see if your business qualifies. Link in comments!

Big recognition for a leader who’s been shaping the credits & incentives space for years. 🏆 Huge congratulations to Tim ...
03/26/2026

Big recognition for a leader who’s been shaping the credits & incentives space for years. 🏆

Huge congratulations to Tim Parrish on being named the Credits & Incentives Member of the Year by the Institute for Professionals in Taxation.

This award isn’t just about expertise — it’s about impact.

Tim’s leadership continues to push the industry forward, helping companies navigate complex incentives, unlock value, and approach tax strategy with clarity and confidence.

We’re proud to have that kind of vision leading the way at Sagemont.

👏 Well deserved — and just getting started.

Manufacturers innovate every day, but capturing the full value of the R&D tax credit isn’t always straightforward.From i...
03/23/2026

Manufacturers innovate every day, but capturing the full value of the R&D tax credit isn’t always straightforward.

From identifying qualifying activities on the shop floor to maintaining the documentation needed for audits, there are real challenges in turning innovation into tax savings.

Join Sagemont Group and Manufacturing Today on March 24th for a webinar that explores the latest R&D credit updates and opportunities for manufacturers.

Tim Parrish and Matt Davenport of Sagemont Group will discuss:

✔️ Current R&D tax credit developments
✔️ Key opportunities for manufacturers
✔️ Strategic approaches to identifying high-value R&D activities tied to the OBBB

Secure your spot by tapping the link in comments 🚀🔗

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608 SW 4th Avenue
Fort Lauderdale, FL
33315

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Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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