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Sagemont Advisors

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

08/27/2026

Innovation in MedTech doesn't always look like a breakthrough.

Sometimes, it's a better design. A new material. A software improvement. A manufacturing process that took five attempts to get right.

That technical problem-solving may qualify for the R&D tax credit. 🔬

Sagemont helps MedTech companies identify qualifying activities, document their work, and uncover credits they may be leaving on the table.

See what your innovation could be worth. Tap the link in comments to learn more today! 🔗

08/20/2026

Please join us in welcoming Luis Acevedo to the Sagemont team! 👋

Luis joins Sagemont as a Senior Associate, bringing his experience and expertise to a team focused on helping businesses navigate complex tax and incentive opportunities.

We’re excited to have Luis on board and look forward to everything ahead!

Welcome to Sagemont, Luis! 🎉

Learn more about Luis via the link in comments below! 🔗

08/12/2026

💰 You might be paying more in sales tax than you need to.

Sales tax rules can get complicated quickly, and overpayments or missed refund opportunities can easily go unnoticed.

Sagemont Group’s Sales Tax Refund Review helps businesses identify potential overpayments and uncover opportunities to recover money that may be rightfully theirs.

If you think you might be leaving money on the table, it’s worth taking a closer look.

👉 Learn more about Sagemont’s Sales Tax Refund Review by tapping the link in comments!

08/10/2026

🏃‍♂️ We’re proud to support Kenny Dettman, CEO & Managing Director of Sagemont, as he takes on the 2026 ASICS Falmouth Road Race in support of The Willie Fund.

The Willie Fund was founded in honor of William “Willie” J. Finigan and is dedicated to advancing research and fighting for a cure for Head & Neck Cancer. Every dollar raised supports research at Mass Eye and Ear to help move that mission forward. 💚

We’re honored to stand behind Kenny and The Willie Fund as they continue to make a difference, one mile at a time.

Good luck, Kenny! We’ll be cheering you on August 16! 🏁

Click the link in the comments below to donate to Kenny's upcoming run!

07/29/2026

Innovation in food and beverage doesn't stop at the kitchen.

Whether you're developing new recipes, extending shelf life, improving packaging, automating production, or reducing waste, those efforts may qualify for valuable R&D tax credits. Qualifying activities often include product formulation, process improvements, and production optimization.

At Sagemont Group, we help food and beverage businesses identify qualifying activities, maximize available credits, and build the documentation needed to support every claim.

Learn how your business could benefit from R&D tax incentives. Link in comments below! 🔗

07/22/2026

Clean energy projects come with more than environmental benefits. They can also unlock valuable tax incentives.

Whether you're developing, investing in, or acquiring qualifying energy assets, strategic tax planning can help maximize available credits and keep your project on track.

At Sagemont, we help businesses identify opportunities, navigate compliance, and make the most of today's clean energy incentives.

Learn more by clicking the link in comments below! 🔗 🔽

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.

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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