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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

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

 

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

How Income Taxes Work

A quick look at how federal income taxes work.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Inflation & Retirement

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

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

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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