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“We are pleased to announce that our company names, Summit Wealth Group and Summit Accounting Solutions, as well as our logo, are officially trademarked through the United States Patent and Trademark office. Our purpose has always been to have a positive impact through the services we provide, helping our clients navigate the path to a better, more secure future. This is an important step as we continue our growth as a firm.”
Daniel Cook, Chief Financial Officer
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YELLOWSTONE NATIONAL PARK, established, March 1, 1872
Yellowstone is the oldest, one of the largest, and probably the best-known national park in the United States. The park is primarily situated in northwestern Wyoming, partly in southern Montana, and eastern Idaho. It includes the greatest concentration of hydrothermal features in the world. The park was established by the U.S. Congress on March 1, 1872, as the country's and the world's first national park.
ENCYCLOPEDIA BRITANNICA
Kenneth Pletcher
Senior Editor (retired in 2016), Geography & History for Encyclopedia Britannica
Article:
11-12-2012
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Important News from the IRS
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PHISHING SCHEMES IR-2017-15, Feb. 1, 2017
The Internal Revenue Service today warned taxpayers to watch out for fake emails or websites looking to steal personal information. These “phishing” schemes continue to be on the annual IRS list of “Dirty Dozen” tax scams for the 2017 filing season. READ ON
IDENTITY THEFT IR-2017-22, Feb. 3, 2017
The Internal Revenue Service today issued a filing season alert warning taxpayers and tax professionals to watch out for identity theft at tax time and highlighted the crime as a top scam in the agency’s “Dirty Dozen” series. READ MORE
FAKE CHARITIES IR-2017-25, Feb. 7, 2017
The Internal Revenue Service today warned taxpayers about groups masquerading as charitable organizations to attract donations from unsuspecting contributors, one of the “Dirty Dozen” Tax Scams for the 2017 filing season. LEARN MORE
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Tax Resources & Tax Planning
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HELPFUL INFORMATION
CLICK HERE to find forms, explanations and other tools to help you manage your taxes.
Understanding tax strategies and limiting your tax liability should be part of any sound wealth management plan. Through our wholly-owned subsidiary,
Summit Accounting Solutions
, our team can handle all of your income tax preparation and tax planning needs. FIND OUT MORE
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The Unexpected Journey of a Five-Year-Old Boy
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AN UNFORGETTABLE STORY
At only five years old, Saroo Brierley got lost on a train in India. Unable to read or write or recall the name of his hometown or even his own last name, he survived alone for weeks on the rough streets of Calcutta before ultimately being transferred to an agency and adopted by a couple in Australia. This is an unbelievable story of
triumph. I recommend it to you. ~ the editor
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How to Financially Transition into Parenthood
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Children are
expensive - every Tom, Dick and Harry knows that. Thankfully there are several vehicles set in place that will help you lessen the financial burden of starting a family, should you implement them.
READ ON
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Corporate Headquarters
13710 Struthers Road, Suite 115
Colorado Springs, CO 80921
(719) 633-4033
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Helping People Navigate the Path
to a Better,
M
ore S
ecure Future
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
This communication strictly intended for individuals residing in the states of
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Securities and advisory services offered through Commonwealth Financial Network, member
FINRA
/
SIPC
, a Registered Investment Adviser. Fixed Insurance products and services offered by Summit Wealth Group or CES Insurance Agency. Tax and Accounting Services provided through Summit Accounting Solutions are separate and unrelated to Commonwealth.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
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