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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…

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…

22Mar
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Get SMART About Your Retirement!
By CKS Summit Groupin Buying Safe, Investment, Planning, Strategic

Get SMART About Your Retirement!

As the saying goes, there are only two certainties in life; death and taxes. The act of paying taxes is often a painful and miserable experience for most, but there…

20Jun
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Loan Forgiveness Could Lead to Unexpected Taxes After Death
By CKS Summit Groupin Blog

Loan Forgiveness Could Lead to Unexpected Taxes After Death

Loss is hard. Taxes can make it harder. (more…)

20May
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What To Do If You Inherit an IRA
By CKS Summit Groupin Blog

What To Do If You Inherit an IRA

We know IRAs come with their own set of rules–minimum age for withdrawals, required minimum distributions after a certain age, taxes, and penalties to enforce them. But what happens when…

12Feb
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The Big Picture of Tax Season: Be Aware
By CKS Summit Groupin Blog

The Big Picture of Tax Season: Be Aware

Tax season is all about awareness. There are many components to taxes, and unless you understand all the moving parts, you run the risk of taxes beginning to eat up…

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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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