We’re Hiring – Executive Assistant to the CEO

January 14, 2023 | Category: Articles

Summit Financial Group, LLC – a wealth management firm located in San Ramon, CA – seeks a dynamic Executive Assistant to join our largest practice and directly support the... Read More

What a Relief! Congress Acts Against Surprise Medical Bills

November 17, 2021 | Category: Articles

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

August 26, 2021 | Category: Articles

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

February 23, 2021 | Category: Articles

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

December 4, 2020 | Category: Articles

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?

September 21, 2020 | Category: Articles

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

September 18, 2020 | Category: Articles

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

September 18, 2020 | Category: Articles

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

Small Business Aid
April 28, 2020 | Category: Articles
Small Business Aid

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

April 28, 2020 | Category: Articles

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

April 7, 2020 | Category: Articles

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

March 27, 2020 | Category: Articles

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

March 25, 2020 | Category: Articles

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

November 22, 2019 | Category: Articles

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

November 19, 2019 | Category: Articles

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

October 15, 2019 | Category: Articles

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

October 14, 2019 | Category: Articles Community

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?

October 14, 2019 | Category: Articles

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

December 21, 2018 | Category: Articles

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

December 6, 2018 | Category: Articles

  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

July 2, 2018 | Category: Articles

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

March 27, 2018 | Category: Articles

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

December 22, 2017 | Category: Articles

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

December 20, 2017 | Category: Articles

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

An Open Letter To Our Clients: The Equifax Breach and You

September 11, 2017 | Category: Articles

  Dear Valued Client, As you have likely heard, Equifax – one of the major credit companies in the US – had their security breached, and more than 140... Read More