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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.

                                   

           



Helpful Content

Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Rightsizing for Retirement

What does your home really cost?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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