Sagemont Advisors

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Sagemont Advisors Your strategic partner for tax advisory, compliance, and credit optimization.

We’re excited to announce a new partnership between Sagemont Advisors and AssetFynd.Our mission has always been simple: ...
10/15/2026

We’re excited to announce a new partnership between Sagemont Advisors and AssetFynd.

Our mission has always been simple: help clients recover money they’re owed. For many businesses, that starts with tax credits and tariff refunds. But there’s another source of value, and most companies don’t know it’s there: unclaimed property.

With AssetFynd’s proprietary platform, our clients can quickly see whether they have unclaimed assets waiting for them. And it doesn’t stop at one search. AssetFynd’s AI-powered platform searches global data sources and continuously monitors for new matches, alerting companies when potential financial assets are identified.

Tax credits, tariff refunds, and now unclaimed property. One more way Sagemont helps clients recover costs.

Curious what’s out there with your company’s name on it? Let us run a check. Link in comments below! 🔗

We're excited to welcome Matthew Kelley as President of Sagemont's Global Trade Practice.Matt is a licensed attorney wit...
10/01/2026

We're excited to welcome Matthew Kelley as President of Sagemont's Global Trade Practice.

Matt is a licensed attorney with 20 years of experience helping companies find financial opportunities and navigate complex regulatory environments. He previously held multiple roles at Ernst & Young, including Indirect Tax Practice Market Leader for the Government and Public Sector practice, and was Vice President of Tax Consulting Services at Experian. He also co-founded the HIRE Coalition to represent U.S. employers on federal tax policy.

At Sagemont, Matt leads our work helping companies identify and recover tariffs, duties, and other import-related costs, and building new solutions around trade, supply chains, and cost recovery.

Please join us in welcoming Matt to the team.

Every day, the engineers and technologists placed through Dice are building, testing, and troubleshooting their way to s...
09/10/2026

Every day, the engineers and technologists placed through Dice are building, testing, and troubleshooting their way to something better. That work has a name the IRS recognizes: R&D.

Sagemont is now part of Dice Recruiter Hub, turning that innovation into real tax savings.

We help companies identify, document, and claim R&D tax credits through a streamlined, audit-ready process. No guesswork, no scrambling for records later.

The talent Dice connects you with is already doing the work. Now their clients can get credit for it.

Now available to Dice clients through Recruiter Hub.

🇺🇸 Taking a little time to recharge!The Sagemont office will be closed Monday, September 7th in observance of Labor Day....
09/04/2026

🇺🇸 Taking a little time to recharge!

The Sagemont office will be closed Monday, September 7th in observance of Labor Day.

We hope you have a safe and relaxing holiday weekend! We’ll be back and ready to go on Tuesday. 🇺🇸

Innovation in MedTech doesn't always look like a breakthrough.Sometimes, it's a better design. A new material. A softwar...
08/27/2026

Innovation in MedTech doesn't always look like a breakthrough.

Sometimes, it's a better design. A new material. A software improvement. A manufacturing process that took five attempts to get right.

That technical problem-solving may qualify for the R&D tax credit. 🔬

Sagemont helps MedTech companies identify qualifying activities, document their work, and uncover credits they may be leaving on the table.

See what your innovation could be worth. Tap the link in comments to learn more today! 🔗

Please join us in welcoming Luis Acevedo to the Sagemont team! 👋Luis joins Sagemont as a Senior Associate, bringing his ...
08/20/2026

Please join us in welcoming Luis Acevedo to the Sagemont team! 👋

Luis joins Sagemont as a Senior Associate, bringing his experience and expertise to a team focused on helping businesses navigate complex tax and incentive opportunities.

We’re excited to have Luis on board and look forward to everything ahead!

Welcome to Sagemont, Luis! 🎉

Learn more about Luis via the link in comments below! 🔗

💰 You might be paying more in sales tax than you need to.Sales tax rules can get complicated quickly, and overpayments o...
08/12/2026

💰 You might be paying more in sales tax than you need to.

Sales tax rules can get complicated quickly, and overpayments or missed refund opportunities can easily go unnoticed.

Sagemont Group’s Sales Tax Refund Review helps businesses identify potential overpayments and uncover opportunities to recover money that may be rightfully theirs.

If you think you might be leaving money on the table, it’s worth taking a closer look.

👉 Learn more about Sagemont’s Sales Tax Refund Review by tapping the link in comments!

🏃‍♂️ We’re proud to support Kenny Dettman, CEO & Managing Director of Sagemont, as he takes on the 2026 ASICS Falmouth R...
08/10/2026

🏃‍♂️ We’re proud to support Kenny Dettman, CEO & Managing Director of Sagemont, as he takes on the 2026 ASICS Falmouth Road Race in support of The Willie Fund.

The Willie Fund was founded in honor of William “Willie” J. Finigan and is dedicated to advancing research and fighting for a cure for Head & Neck Cancer. Every dollar raised supports research at Mass Eye and Ear to help move that mission forward. 💚

We’re honored to stand behind Kenny and The Willie Fund as they continue to make a difference, one mile at a time.

Good luck, Kenny! We’ll be cheering you on August 16! 🏁

Click the link in the comments below to donate to Kenny's upcoming run!

Innovation in food and beverage doesn't stop at the kitchen.Whether you're developing new recipes, extending shelf life,...
07/29/2026

Innovation in food and beverage doesn't stop at the kitchen.

Whether you're developing new recipes, extending shelf life, improving packaging, automating production, or reducing waste, those efforts may qualify for valuable R&D tax credits. Qualifying activities often include product formulation, process improvements, and production optimization.

At Sagemont Group, we help food and beverage businesses identify qualifying activities, maximize available credits, and build the documentation needed to support every claim.

Learn how your business could benefit from R&D tax incentives. Link in comments below! 🔗

Clean energy projects come with more than environmental benefits. They can also unlock valuable tax incentives.Whether y...
07/22/2026

Clean energy projects come with more than environmental benefits. They can also unlock valuable tax incentives.

Whether you're developing, investing in, or acquiring qualifying energy assets, strategic tax planning can help maximize available credits and keep your project on track.

At Sagemont, we help businesses identify opportunities, navigate compliance, and make the most of today's clean energy incentives.

Learn more by clicking the link in comments below! 🔗 🔽

Address

608 SW 4th Avenue
Fort Lauderdale, FL
33315

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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