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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Here are 4 great, and sometimes unexpected, places to raise a family.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Apps that help small business owners better manage and grow their business.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Five creative (and inexpensive) ideas for motivating your employees.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A special needs trust helps care for a special needs child when you’re gone.
When should you take your Social Security benefit?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.