Summit Advisors Group

05/22/2026

05/22/2026

May has brought some team bonding time for Summit Advisors Group. May 5th we had some fun crafting with resin and enjoyed a taco dinner together. Then May 20th we had a celebration lunch to celebrate Becky and all her hard work and Rodney who just graduated with his MBA! We love our team!

05/13/2026

Withdrawals from a 401K are subject to income tax and a10% penalty. A better option is to loan yourself the money. Before you act ask us about the tax implications of 401K loans and withdrawals.

04/27/2026

Con artists impersonating the IRS try to intimidate you into making payments over the phone or trick you into sharing personal information.

Defend yourself against scammers by knowing these simple rules. hashtag

04/20/2026

65 and above? You may qualify for the new senior deduction! Take advantage of it while you can. It expires in 2028.

04/17/2026

Everyone should understand 529 savings plans. Here is what you need to know.

The tax code is filled with programs to be tax efficient when paying for educational expenses. One of the most popular is the 529 Savings Plan. Here is what you need to know.

04/16/2026

This isn't actually us, but this is how we feel now that April 15 has come and gone!

04/10/2026

With the mandate to eliminate paper checks, including checks used to issue tax refunds, the transition to virtual payments is causing a mess. Here is what you need to know.

Over 1.4 million refunds are delayed and the number is quickly increasing. Much of the delay is due to the Presidential Executive Order eliminating paper checks. Here is what you need to know.

04/06/2026

These transactions may seem innocent enough, but they can cost you real money if not handled correctly. As always, we are here to help you navigate the complexities of tax laws.

04/03/2026

Time to make an estimated quarterly tax payment!

Reminder: Tax returns AND first quarter estimated taxes are due by Wednesday, April 15th.

04/01/2026

From everyday money habits to resetting your finances, this edition has it all.

Discover seven financial facts and how they apply to your financial situation. Plus, how to organize your financial spring cleaning so it pays dividends throughout the year. As always, should you have any questions, please call. And feel free to forward this information to someone who could use it!