At Summit Investment Advisors we advocate partnering with your existing tax and legal professionals to plan for your future. It is our belief that working jointly with your trusted consultants fosters a practice of open communication that is fundamental to helping you meet your financial goals. Developing clear lines of communication amongst your professional partners ensures that your tax, estate and investment planning needs are fully integrated with your financial objectives.
Facilitating year-end tax planning with your CPA allows for a more efficient time frame for access to Gain/Loss reports they may need along with other important financial information. Working with your attorneys also assures that your investment accounts are assigned properly to reflect any new estate issues (formation of a trust, bypass trust etc.) or changes that may require updating, including beneficiary designations or other critical information.