News
We’re Hiring – Front Desk/Client Services Associate
Summit Financial Group is searching for a talented and dedicated Front Desk/Client Services Associate to join our growing San Ramon, CA team. We are an established financial planning and... Read More
We’re Hiring – Director of Advisor Development
Summit Financial Group, LLC – a wealth management firm with over $2 billion of assets under management* in San Ramon, CA – seeks a dedicated and accomplished individual to... Read More
What a Relief! Congress Acts Against Surprise Medical Bills
If you have ever been caught off-guard by large medical bills, a long-running practice known as balance billing might be the reason. A balance bill — which is the... Read More
Grandparent 529 Plans Get a Boost Under New FAFSA Rules
529 plans are a favored way to save for college due to the tax benefits and other advantages they offer when funds are used to pay a beneficiary’s qualified... Read More
Due Date Approaches for 2020 Federal Income Tax Returns
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of... Read More
Five Tips to Regain Your Retirement Savings Focus in 2021
In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidence was continually tested as the year wore on, and it’s likely... Read More
Is It Time to Think About Tax-Free Income?
Federal and state governments have spent extraordinary sums in response to the economic toll inflicted by the COVID-19 pandemic. At some point it is likely that governments will look... Read More
Five Investment Tasks to Tackle by Year-End
Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine... Read More
Three Questions to Consider During Open Enrollment
Open enrollment is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year. You can get the most out of what your... Read More
New Expansion of the Paycheck Protection Program: What it Means for Small Businesses
On Friday, April 24th the president signed another relief package which extends the Paycheck Protection Program (PPP) and allocates an additional $310 billion. The original $349 billion allocated for... Read More
A CPA’s Guide to Help Clients Plan Through Uncertainty
The coronavirus has dealt the U.S. economy an unexpected blow, and people are faced with the challenging task of managing expenses and cash flow while being strategic for the... Read More
Taxpayer relief in response to COVID-19
On Friday March 27, 2020, Congress passed the Coronavirus Aid, Relief and Economic Security (CARES) Act, meant to provide federal government support to taxpayers due to the COVID-19 pandemic... Read More
Federal Student Loan Borrowers Get Some Relief Due to COVID-19
On March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers in response to COVID-19.1 Here are answers to some... Read More
How You Can Give and Receive Help During the Coronavirus Pandemic
In light of recent events, it’s more important than ever to come together as a community. Some of our clients have asked if we know of ways to help.... Read More
College Board Releases 2019-2020 College Cost Data
Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends. While costs can vary significantly depending on the region... Read More
IRS Releases 2020 Tax Brackets
The IRS recently issued its 2020 cost-of-living adjustments. With inflation remaining largely in check, many amounts increased only slightly, and some stayed at 2019 levels. While the actual impact... Read More
10 Year-End Tax Tips for 2019
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires... Read More
Community Corner: Holiday Donation Opportunity
Formed just after the terrorist attacks on 9/11, the Danville Chapter of Blue Star Moms of America serves as a support group for mothers with children serving our country.... Read More
Medicare Open Enrollment Begins October 15: Are You Ready?
What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best... Read More
IRS Announces 2019 Standard Mileage Rates
The IRS has announced the 2019 optional standard mileage rates for computing the deductible costs of operating a passenger automobile for business, charitable, medical, or moving expense purposes. Effective... Read More
The Yield Curve: Why We Care
The Yield Curve The yield curve is all over the financial news this week, but many people don’t know what it is, or why we care about it.... Read More
America the Innovative
By Nathan Bennett Happy Birthday, USA! I’m an unapologetic fan of the 4th of July. I think America is the best country on earth (despite our efforts to mess... Read More
Summit Announces Golf Tournament Charity
It’s official! Plans are being made for our 16th Annual Charity Golf Tournament. The first order of business was choosing our charity. We began our search knowing that whichever... Read More
Summit Tax Reform Town Hall
Tax Reform Town Hall with Summit Financial Group Tax Reform – What Does It Mean? On Friday, December 22, 2017 Summit Partner Nathan Bennett and Senior Director Jay Gilson... Read More
Summit Gives the Gift of Christmas to Fire Victims
Happy Holidays from Summit Financial Group! The past year has been most fascinating. On one hand, a robust economy and growing stock market have resulted in good things for... Read More
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