INCOME TAX PLANNING & COMPLIANCE

Unlike many tax-planning services, our Income Tax Planning & Compliance Services provide proactive, forward-looking, multi-year planning. This sophisticated approach ensures a consistent, well-orchestrated impact on your financial situation, and includes quarterly tax planning meetings, payment analyses, and cash flow planning.

When you choose Summit's Income Tax Planning & Compliance Services, your Client Service Director will partner with Summit's professionals as well as your existing advisors to:

• Implement tax-sensitive investment strategies, including diversification, hedging, and compensation planning
• Optimize your income tax strategy to best support your personal estate and philanthropic plans
• Attempt to reduce your overall federal, state, and local tax liabilities
• Prepare your federal and state tax returns and manage any audits

Integrating Tax Planning with All of Your Financial Objectives

As your team of advisors grows, it becomes increasingly difficult to integrate differing expertise into a coordinated financial plan. But doing so is vital, particularly in tax planning, to achieve your financial goals efficiently.

Consistent, Well-Orchestrated Impact
Throughout Your Entire Financial Situation

Summit Wealth Management's team-based approach has been specifically designed to integrate professional tax planning with all your financial decision-making. Our tax professionals each have extensive experience in income tax planning for affluent families. Summit's team will:

• Develop strategies to help reduce your total tax burden
• Help you make tax-sensitive investment decisions
• Provide alternative financial structures to deliver tax advantages

As a result, you are free to focus on what you do best--growing your income and asset base--instead of managing the complex tax issues associated with increasing wealth.