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Featured Publications, Crown News and Events


CWG Event: Concert for a Cause 2021 Thumbnail

CWG Event: Concert for a Cause 2021

Please join us Friday August 13th at Amos’ Southend for this year's Concert for a Cause. All proceeds benefit Tyler and I’s Walk MS Charlotte team “If you ain’t first you’re last”, and ultimately the National Multiple Sclerosis Society.

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CWG Publication: How to know if you have to pay taxes on your PPP loans Thumbnail

CWG Publication: How to know if you have to pay taxes on your PPP loans

While Kolbenschlag's firm doesn't prepare his clients' tax returns, he's done a fair amount of consulting to ensure that the business owners with whom he works don't come back with "sticker shock" when they see the amount they owe. He said he's seen PPP funds end up on the company's profit-and-loss sheet, which artificially inflates its income and thus its tax bill.

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CWG Publication: 7 ways to show added value to your clients Thumbnail

CWG Publication: 7 ways to show added value to your clients

Nick Kolbenschlag, a wealth strategist at Crown Wealth Group in Charlotte, North Carolina, explains that very rarely do clients ask for help meeting financial benchmarks such as a 7% return on investments. Instead, he says, they'll ask for assistance meeting specific goals like retiring comfortably, putting three kids through college, or buying a beach house. While these goals require prudent investment strategies that produce healthy returns, that's not all the client is really asking for, Kolbenschlag says. "They are asking for education, clarity, and confidence in achieving their most important goals."

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