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Sagemont Advisors

Your strategic partner for tax advisory, compliance, and credit optimization.

07/15/2026

Your tipped employees are generating a federal tax credit. Are you claiming it?

The F**A Tip Credit (IRC § 45B) gives employers a dollar-for-dollar federal credit equal to 7.65% of tips above the federal minimum wage threshold. Long available to restaurants, it now covers beauty services too, including barbering, hair, nails, esthetics, and spa treatments.

The math adds up fast: 100 restaurant employees can mean $58,500 a year. 20 beauty employees can mean $11,475, a credit that didn't exist before 2025.

It's commonly missed, and often understated when it is claimed. You can even amend prior-year returns to claim missed credits (restaurants back to 2022, beauty services back to 2025).

Sagemont handles the eligibility review, credit calculation, filings, and amendments, all audit-ready, start to finish.

Learn more and estimate your credit today. Link in comments!

07/09/2026

Growing companies are always looking for ways to maximize resources, fuel growth, and stay competitive.

One opportunity that's often overlooked? Tax credits.

When approached strategically, tax credits and incentives can do more than reduce tax liability. They can unlock capital, support innovation, and create new opportunities for growth.

Our CEO, Tim Parrish, believes the businesses that gain the biggest advantage are the ones that treat tax strategy as a business strategy—not just something to think about at year-end.

🎙️ Want to hear his perspective? Tune into the latest episode to hear Tim discuss how businesses can leverage tax credits as a catalyst for long-term growth. Link in comments below! 🔗

07/03/2026

250 years of independence. 🇺🇸

This Fourth of July, we’re celebrating 250 years of innovation, resilience, and the spirit that continues to move this country forward.

In observance of Independence Day, the Sagemont Group office will be closed on Friday, July 3rd, and we’ll resume normal business hours on Monday, July 6th.

Sagemont Group is wishing everyone a safe and happy holiday weekend.

07/01/2026

Conference season isn’t over for us just yet 👀

After an incredible few weeks connecting with industry leaders at events like *Automate 2026* in Chicago, the Sagemont team is keeping the momentum going with a healthcare-focused July.

Here’s where you’ll find us next:

📍 July 12–14 — AHA Leadership Summit | Denver
📍 July 22–24 — FSASC Annual Conference & Trade Show | Orlando
📍 July 26–28 — AHRMM Annual Conference | San Antonio

Our mission stays the same:helping healthcare and medical innovators uncover tax credits and incentives they may not realize they’ve already earned.

If you're attending, come find us. You might be surprised how much is already within reach.

06/24/2026

Manufacturers innovate every single day...but many don't realize those same efforts could generate significant tax savings. 🏭

Whether you're improving products, refining processes, testing new materials, enhancing software, or increasing operational efficiency, your activities may qualify for valuable R&D Tax Credits.

The challenge? Qualifying activities often go unrecognized, leaving valuable tax savings on the table.

At Sagemont Group, we help manufacturers uncover overlooked opportunities, maximize available credits, and strengthen their documentation every step of the way.

Learn more about Sagemont Group's R&D services for manufacturers by tapping the link in comments below. 🔗

06/09/2026

☀️ Summer break, the World Cup ⚽, and America’s 250th birthday 🇺🇸 are right around the corner! This year, July is stacked with important dates. Make sure you have a plan before you go into vacation mode.

📅 JULY 6 — RETROACTIVE R&D RELIEF

If you're a small business (under $31M in gross receipts) and want to take advantage of the One Big Beautiful Bill Act's retroactive R&D relief, the July 6 deadline is fast approaching.

📅 JULY 10 — KWONG PENALTY ABATEMENT CUTOFF

The IRS incorrectly assessed penalties and interest while COVID-19 federal disaster declarations were in effect (January 20, 2020 – May 11, 2023). The Kwong case established that many of those penalties may be eligible for abatement and potential refunds.

💰 Many taxpayers don't even know they qualify. July 10 is the last day to pursue this relief.

⏳ The window to act on all of this is measured in days, not weeks.

Sagemont can help — whether it's capturing an R&D refund or resolving pandemic-era penalties and interest.

Learn more by tapping the link comments or send us a message directly. We're ready to move fast! 🔗

06/03/2026

💡 Your developers might be creating more than software.

Many software and technology companies don't realize that activities like developing new features, improving performance, creating integrations, and solving technical challenges may qualify for valuable tax credits.

The result? Significant tax savings that often go unclaimed.

If you're investing in innovation, it may be time to find out what those efforts are worth.

Sagemont helps software and technology companies identify qualifying activities, maximize available credits, and maintain the documentation needed to support their claim.

Learn how Sagemont helps software and technology companies maximize available R&D tax benefits: Link in comments! 🔗

05/22/2026

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our country.

In observance of the holiday, Sagemont's offices will be closed on Monday, May 25th. We’ll resume normal business hours on Tuesday.

Wishing everyone a safe and meaningful Memorial Day weekend. 🇺🇸

05/12/2026

There may be one COVID-era tax recovery your business hasn’t claimed yet. 💰

Sagemont Group has teamed up with PenaltyBack to help businesses pursue penalty abatement for IRS penalties and interest assessed between 2020 and 2023. Following recent court rulings, eligible businesses may be owed $1,000 to $10,000+ back.

⏳ The deadline to act is July 10th. Recover what your business may be owed — see if you qualify and start your claim today. 🔗 Link in comments below.

05/06/2026

Innovation in medtech doesn’t stop at the lab, and neither should your tax strategy.

From prototyping new devices to improving manufacturing processes and advancing diagnostic technology, medtech companies are often performing work that qualifies for valuable R&D tax credits.

Matt Davenport, our Director of R&D Tax Credit Services, breaks it all down in a new article published by Medical Product Outsourcing (MPO), covering how medtech companies can maximize the credit and turn innovation into real cash flow.

If your team is solving technical challenges, iterating designs, or improving products, it may be time to take a closer look.

Link to the full article in comments. 🔗 👇

Address

608 SW 4th Avenue
Fort Lauderdale, FL
33315

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 6pm

Website

http://www.sagemontadvisors.com/

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