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Featured Publications, Crown News and Events


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

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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CWG Publication: Is your old pension plan the best choice for retirement income? Thumbnail

CWG Publication: Is your old pension plan the best choice for retirement income?

Publication: Charlotte Business Journal. Featuring: Nick Kolbenschlag. For those who are lucky enough to have one, a pension plan can be a wonderful piece of the retirement income pie. For most, there is not much thought involved with the pension plan decision; turn it on when you retire and select the option that continues 100% of the income for your spouse if you pass away. While that works just fine, you’re most likely leaving money on the table, and you lack control of the asset. Let me explain why.

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