Sagemont Advisors

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

☀️ Summer break, the World Cup ⚽, and America’s 250th birthday 🇺🇸 are right around the corner! This year, July is stacke...
06/09/2026

☀️ Summer break, the World Cup ⚽, and America’s 250th birthday 🇺🇸 are right around the corner! This year, July is stacked with important dates. Make sure you have a plan before you go into vacation mode.

📅 JULY 6 — RETROACTIVE R&D RELIEF

If you're a small business (under $31M in gross receipts) and want to take advantage of the One Big Beautiful Bill Act's retroactive R&D relief, the July 6 deadline is fast approaching.

📅 JULY 10 — KWONG PENALTY ABATEMENT CUTOFF

The IRS incorrectly assessed penalties and interest while COVID-19 federal disaster declarations were in effect (January 20, 2020 – May 11, 2023). The Kwong case established that many of those penalties may be eligible for abatement and potential refunds.

💰 Many taxpayers don't even know they qualify. July 10 is the last day to pursue this relief.

⏳ The window to act on all of this is measured in days, not weeks.

Sagemont can help — whether it's capturing an R&D refund or resolving pandemic-era penalties and interest.

Learn more by tapping the link comments or send us a message directly. We're ready to move fast! 🔗

💡 Your developers might be creating more than software.Many software and technology companies don't realize that activit...
06/03/2026

💡 Your developers might be creating more than software.

Many software and technology companies don't realize that activities like developing new features, improving performance, creating integrations, and solving technical challenges may qualify for valuable tax credits.

The result? Significant tax savings that often go unclaimed.

If you're investing in innovation, it may be time to find out what those efforts are worth.

Sagemont helps software and technology companies identify qualifying activities, maximize available credits, and maintain the documentation needed to support their claim.

Learn how Sagemont helps software and technology companies maximize available R&D tax benefits: Link in comments! 🔗

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our countr...
05/22/2026

This Memorial Day, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our country.

In observance of the holiday, Sagemont's offices will be closed on Monday, May 25th. We’ll resume normal business hours on Tuesday.

Wishing everyone a safe and meaningful Memorial Day weekend. 🇺🇸

There may be one COVID-era tax recovery your business hasn’t claimed yet. 💰 Sagemont Group has teamed up with PenaltyBac...
05/12/2026

There may be one COVID-era tax recovery your business hasn’t claimed yet. 💰

Sagemont Group has teamed up with PenaltyBack to help businesses pursue penalty abatement for IRS penalties and interest assessed between 2020 and 2023. Following recent court rulings, eligible businesses may be owed $1,000 to $10,000+ back.

⏳ The deadline to act is July 10th. Recover what your business may be owed — see if you qualify and start your claim today. 🔗 Link in comments below.

Innovation in medtech doesn’t stop at the lab, and neither should your tax strategy.From prototyping new devices to impr...
05/06/2026

Innovation in medtech doesn’t stop at the lab, and neither should your tax strategy.

From prototyping new devices to improving manufacturing processes and advancing diagnostic technology, medtech companies are often performing work that qualifies for valuable R&D tax credits.

Matt Davenport, our Director of R&D Tax Credit Services, breaks it all down in a new article published by Medical Product Outsourcing (MPO), covering how medtech companies can maximize the credit and turn innovation into real cash flow.

If your team is solving technical challenges, iterating designs, or improving products, it may be time to take a closer look.

Link to the full article in comments. 🔗 👇

🚨 Tax Alert 🚨 The wait is over…. sort of. As of April 22, 2026, state-licensed medical cannabis is officially Schedule I...
05/01/2026

🚨 Tax Alert 🚨 The wait is over…. sort of.

As of April 22, 2026, state-licensed medical cannabis is officially Schedule III, meaning Internal Revenue Code Section 280E no longer applies in many cases. This monumental shift allows medical cannabis businesses the opportunity to deduct operational costs and claim valuable tax credits for the first time.

Adult-use is still in Schedule I, and dual-licensed operators have allocation work ahead.

Here's what cannabis businesses need to know now- our latest blog is available via the link in comments. 🔗 👇

There’s been a lot of noise around the recent Discover settlement—but what actually matters is whether it impacts you or...
04/28/2026

There’s been a lot of noise around the recent Discover settlement—but what actually matters is whether it impacts you or your business.

If you were charged certain fees or interest practices tied to Discover accounts, you may be eligible for compensation. The challenge? Most people don’t have the time (or desire) to dig through legal language and figure out what it really means for them.

That’s where Sagemont Services comes in. We break down the details in plain English, help you understand your eligibility, and guide you through what steps—if any—you should take next.

Don’t leave potential funds on the table simply because the process feels unclear.

Get the full breakdown and see where you stand by tapping the link in comments below! 🔗

Many businesses are leaving R&D tax credits on the table — not because they don't qualify, but because they don't realiz...
04/23/2026

Many businesses are leaving R&D tax credits on the table — not because they don't qualify, but because they don't realize they do.

If your team is improving processes, resolving technical challenges, or running iterative tests, there's a real chance you're eligible.

We built our new R&D credit estimator to make that first step easy. In just a few minutes, you can get a sense of what your business may be missing. No commitment, just clarity.

→ Try the estimator on our new site and see where you stand. 🔗 🔽

Drumroll, please! 🥁 We've got a fresh look and the same trusted expertise. We’re excited to introduce the new Sagemont ...
04/16/2026

Drumroll, please! 🥁 We've got a fresh look and the same trusted expertise.

We’re excited to introduce the new Sagemont website, built to deliver a more streamlined, intuitive experience for our clients and partners.

Explore what’s new and discover how we continue to support your success. ✅

Click on the link in comments below ⬇️

Are you improving products, systems, or internal processes?Then you may already be doing qualifying R&D, whether you rea...
04/08/2026

Are you improving products, systems, or internal processes?

Then you may already be doing qualifying R&D, whether you realize it or not.

From software development to workflow optimization, everyday innovation can qualify for the R&D Tax Credit, resulting in a dollar-for-dollar reduction of your tax liability.

Sagemont helps you identify eligible activities, calculate the full value of your credit, and support your claim with audit-ready documentation — without adding complexity to your plate.

Start with a free R&D credit eligibility assessment today ▶️ 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

Website

Alerts

Be the first to know and let us send you an email when Sagemont Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category