Summit Advisors Group

10/05/2026

National Women's Small Business Month, celebrated every October, recognizes the achievements, economic impact, and resilience of female entrepreneurs across the U.S.

09/30/2026

As we head into October and cooler weather, there's nothing cooler than celebrating Karen's birthday on the 21st and Ariel's one year anniversary with Summit Advisors Group on the 27th!

09/16/2026

When you work as a sole proprietor, gig worker, or contractor your tax obligations change. Here's what you need to know about the tax implications of self-employment.

https://taxvid.resourcesforclients.com/2rNA4MFg4Q3U/spotlight/96-132

09/09/2026

Donating to charity not only helps others, it can reduce your tax bill — but only if you know the tax rules about charitable donations. More info at the link https://lnkd.in/giAcGRGQ

09/06/2026

09/01/2026

September means back to school and fall weather just around the corner. It also means we get to celebrate two work anniversaries here at Summit! We are so lucky to get to celebrate Jan's 7 years on the team! And how sweet it is to celebrate Roseann's 16 years here!

08/05/2026

One year ago, this month, Fischer Advisors and LMM & Associates joined forces to create Summit Advisors Group. We're excited for this milestone and so thankful for our amazing clients and hard-working team. We look forward to serving you for many years to come!

07/30/2026

Wow -that went fast! August 1 marks our first anniversary as Summit Advisors Group.

07/30/2026

As we enjoy the last days of summer this August join us in wishing Catherine and Teri very Happy Birthdays and Summit Advisors Group and Wayne a Happy 1st Anniversary!