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20Jan
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How to Save Money on Taxes in 2023
By CKS Summit Groupin Blog, Planning

How to Save Money on Taxes in 2023

It’s officially tax season. If you’re looking for ways to save money on your taxes, we want you to know that the financial professionals at CKS Summit Group are here…

04Nov
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Retirement Planning Moves to Help Mitigate Taxes
By CKS Summit Groupin Blog, Business

Retirement Planning Moves to Help Mitigate Taxes

Spoiler Alert: Taxes don’t stop when you retire! Try these strategies to minimize taxes on the money you will use for retirement. Despite paying taxes your whole working life, unfortunately…

17Oct
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Tax Exemptions for Charitable Giving
By CKS Summit Groupin Blog, Business

Tax Exemptions for Charitable Giving

With the holidays nearing – as well as the end of the fiscal year – now is a great time to consider charitable giving. Not only can you directly impact…

17Aug
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How to Lower Your Tax Bill Close to Retirement
By CKS Summit Groupin Blog, Business

How to Lower Your Tax Bill Close to Retirement

When nearing retirement, many Americans look forward leaving tasks like tax planning behind with the working grind. However, planning strategically now can mean more funds for the things you love…

26Jan
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Am I Due a Tax Refund in 2022?
By CKS Summit Groupin Blog, Business

Am I Due a Tax Refund in 2022?

TAX SEASON IS UNDERWAY! The IRS announced that the 2022 tax filing season opened this Monday (January 24th, 2022). It’s the third coronavirus pandemic tax filing season, and again, that’s…

07Jul
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Benefits of Pre-Tax Retirement Accounts
By CKS Summit Groupin Blog, Business

Benefits of Pre-Tax Retirement Accounts

When it comes to saving for retirement, you have many different retirement accounts to choose from. By understanding how tax-efficient strategies can affect your retirement, you have a greater chance…

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Retiring with $1 Million? Here are 5 Tips to Help You Thrive
How to Save Money on Taxes in 2023
How to Save Money on Taxes in 2023
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Investment Advisory Services offered by Nicole Caicedo are offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. CKS Summit Group and Sound Income Strategies, LLC are not associated entities.

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