Featured Publications, Crown News and Events

CWG Publication: Are you getting the most out of your company stock plan — or is the IRS?

July 16, 2020 Publications

Publication: Charlotte Business Journal. Featuring: Nick Kolbenschlag. If you’re an employee with company stock as a part of your compensation, there are many important decisions to be made. If done correctly, the positive impact on your long-term goals can be substantial. However, it takes careful planning to ensure you’re maximizing the benefit you receive while being cautious of the potential tax consequences.

CWG Publication: The SBA released the application to have your PPP loan forgiven. Here's a breakdown of the long and complicated requirements.

May 23, 2020 Publications

Publication: Business Insider. Featuring: Nick Kolbenschlag. With a great deal still left to be decided, and SBA guidance forthcoming that could change even that which has been determined to date, keeping plenty of accurate documentation of each dollar of PPP funds spent is the best strategy to maximize forgiveness, Nick Kolbenschlag, the cofounder and managing partner of the financial-services firm Crown Wealth Group in Charlotte, North Carolina, told Business Insider.

CWG Publication: You should put your Paycheck Protection loan into a separate bank account if you want it to be forgiven, experts say

May 8, 2020 Publications

Publication: Business Insider. Featuring: Nick Kolbenschlag. "The quote 'follow the money' comes to mind here, where being able to track and prove what was spent is extremely important for getting your loan forgiven," Nick Kolbenschlag, the cofounder and managing partner of the financial-services firm Crown Wealth Group in Charlotte, North Carolina, told Business Insider.

CWG Publication: “How do I know which hat you’re wearing when advice is delivered?”

May 1, 2020 Publications

Publication: Thrive Global. Featuring: Nick Kolbenschlag. What licenses do you have and how do I know which hat you’re wearing when advice is delivered? Financial Advisor has become an all-encompassing term in the financial advice world, so it’s difficult to distinguish who you are actually working with.

CWG Publication: Getting your paperwork in order can give you a leg up when applying to the Paycheck Protection Program. Here's all the information you should have on hand.

April 27, 2020 Publications

Publication: Business Insider. Featuring: Nick Kolbenschlag. "If you have your paperwork ready, you might be approved this time," Nick Kolbenschlag, cofounder and managing partner of financial services firm Crown Wealth Group in Charlotte, North Carolina, told Business Insider.

CWG Publication: Enterpreneurs and their advisors describe the 'scramble' of applying for federal funding as they fight to stay in business, and the bright spots that helped them survive

April 18, 2020 Publications

Publication: Business Insider. Featuring: Nick Kolbenschlag and 2 Crown clients. As the cofounder and managing partner of financial services firm Crown Wealth Group in Charlotte, North Carolina, Nick Kolbenschlag has been helping businesses from dentists to dry cleaners navigate what he described as "a scramble."