Welcome to Advanced Tax Strategies, PC and Sommers Wealth Management
We have designed our site with you in mind, so please feel free to look around. You will find a wealth of information in the form of newsletter articles, calculators, and research reports.
At Advanced Tax Strategies, PC. and Sommers Wealth Management our mission is to provide each and every client with up-to-date knowledge and a level of professional service designed to assist clients in handling their finances in a tax-efficient manner.
If you have questions or would like more information about our services, please 'Contact Us'.
Changes in recent tax legislation can result in changes in your tax situation. Click Here to learn more about the recently avoided 'fiscal cliff' and other changes that can impact you.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Six overlooked tax deductions to help manage your tax bill.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are you ready for retirement? Here are five words you should consider.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
With alternative investments, it’s critical to sort through the complexity.
Recent changes in estate tax laws could affect the strategy you have in place.
What are your options for investing in emerging markets?
A bucket plan can help you be better prepared for a comfortable retirement.