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DR Summit Wealth Management

DR Summit Wealth Management is an independently owned financial consulting firm committed to offering exceptional personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. Whether you are just starting to save for your future, or are a seasoned investor, we have the financial management experience to direct you toward reaching your objectives.

Helpful Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.