Advanced Tax Strategies, PC

Welcome to Advanced Tax Strategies, PC. 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. 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.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
Glossary

Financial terms from A to Z.

Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Moving On and Rolling Over

Transitioning workers must decide what to do with savings accumulated in their employer-sponsored retirement plans.

HOT TOPIC: New Chair, Same Fed?

New Fed chair Janet Yellen, forward guidance for future action, and how investors and the economy could be affected.

Should You Open the Door to Closed-End Funds

A description of closed-end funds and why income-oriented investors may want to consider them for their portfolios.

Sector Investing

The composition, risks, and portfolio roles of sector funds typically differ from broader-based stock funds.

More Newsletters →

Market Watch

Last Closing Prices

Dow Jones Industrials	16,424.85	+ 1.00
Nasdaq Composite	4,086.23	+ 1.29

[ Markets | Charts | Quotes | Portfolio ]

Michael J. Sommers is a Registered Representative registered to transact business with clients in Missouri, Illinois, California, Georgia, New York, and Virginia. Michael is advisory licensed in the following states: Missouri, Illinois, California, Georgia, and Virginia. Michael is also an insurance agent licensed in Missouri and California (Insurance License #0H95087). If you are not a resident of the states noted above, all investment-related information on this site is for information purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment Services SM, Member: SIPC; Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving TX 75038, 972-870-6000.

Investments & Insurance Products: 1) Are not insured by the FDIC or any federal government agency, 2) Are not deposits of or guaranteed by the bank or any bank affiliate, 3) May lose value.

Advanced Tax Strategies, PC is not a registered broker/dealer or independent investment advisory firm.

Disclaimer:
The information contained in this website is intended solely to provide general guidance on matters of interest for the personal use of the reader, who accepts full responsibility for its use. The application and impact of laws can vary widely based on the specific facts involved. Given the changing nature of laws, rules and regulations, and the inherent hazards of electronic communication, there may be delays, omissions or inaccuracies in information contained in this website. Accordingly, the information on this website is provided with the understanding that the authors and publishers are not herein engaged in rendering legal, accounting, tax, or other professional advice or services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser regarding your specific fact pattern.

While we have made every attempt to ensure that the information contained in this website has been obtained from reliable sources, Advanced Tax Strategies, PC or Sommers Wealth Strategies, LLC is not responsible for any errors or omissions, or for the results obtained from the use of this information. All information in this website is provided “as is,” with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability and fitness for a particular purpose. Nothing herein shall to any extent substitute for the independent investigations and the sound technical and business judgment of the reader. In no event will Advanced Tax Strategies, PC or Sommers Wealth Strategies, LLC, or its shareholders/partners, employees or agents, be liable to you or anyone else for any decision made or action taken in reliance on the information in this website or for any consequential, special or similar damages, even if advised of the possibility of such damages.

Links to Related Internet Sites
Certain links in this website connect to third-party websites. Advanced Tax Strategies, PC or Sommers Wealth Strategies, LLC does not accept any responsibility for, nor makes any representations as to the accuracy of, any content in such third party websites.

Third-Party Comments
Third parties may submit comments for publication on the website. Advanced Tax Strategies, PC or Sommers Wealth Strategies, LLC reserves the right to review and edit such comments, and has the sole discretion to determine whether or not to publish certain submissions. Any third-party comments published on the website (whether edited or not) are third-party information for which Advanced Tax Strategies, PC or Sommers Wealth Strategies, LLC takes no responsibility and disclaims all liability, and the above disclaimer applies to any such third-party comments.