Summit Advisors Group

07/15/2026

Con artists impersonating the IRS will try to intimidate you into making payments over the phone or trick you into sharing personal information.

Defend yourself against scammers by knowing these simple rules.

07/08/2026

If you didn't already know, July is National Ice Cream Month. You have an entire month to cool off with a scoop of your favorite flavor or try a new flavor every day!

07/06/2026

06/30/2026

July brings the warm summer days and reason to celebrate! Our country is hitting a big milestone birthday! Happy 250th Birthday USA! 🎆🇺🇲🎇
We also celebrate our beloved Roseann's birthday! This month also marks Beth's 2nd anniversary with us. Join us in wishing them well and enjoy the fireworks this 4th!

06/02/2026

Each year, the IRS audits over 1 million tax returns. There are "red flags" that could trigger an audit. While some are out of your control, many can be minimized. If you are chosen for an audit, don’t deal with the IRS alone – please call for help

06/01/2026

June brings warmer temps and 3 Birthdays to celebrate! Please join us in wishing Laura, Ariel and Savanna Happy Birthday!

05/22/2026

May has brought some team bonding time for Summit Advisors Group. May 5th we had some fun crafting with resin and enjoyed a taco dinner together. Then May 20th we had a celebration lunch to celebrate Becky and all her hard work and Rodney who just graduated with his MBA! We love our team!

05/13/2026

Withdrawals from a 401K are subject to income tax and a10% penalty. A better option is to loan yourself the money. Before you act ask us about the tax implications of 401K loans and withdrawals.