3355 Lenox Road Northeast,
— Allan Koltin, CEO, Koltin Consulting Group, LLC
Traditionally, financial advisors and accounting professionals have operated independently of one another, but today that is all changing. Both professionals are realizing just how valuable a resource the other can be. Consider what each brings to the table:
As a CPA you have built a successful business based on hard work, knowledge, and dedication to serving the needs of your clients. When making important financial decisions, clients call you first. But are you confident that you are providing them with the best service possible?
CPAs we collaborate with have experienced the following:
You know better than anyone else that to remain profitable, you must consistently develop fresh sources of growth and income. We invite you to collaborate with our firm to better serve your clients with expanded financial services.
Schedule a meeting with us today to discuss what our collaboration would look like.
Our firm recently helped a CPA's high net worth client reduce taxes with investment in natural resources. The client was able to deduct 80% of the original investment in year one.
The Split Dollar concept is one we work with our CPA partners on often. This concept allows their business owner clients to save for retirement that is funded with dollars from the business.
In March 2020 we witnessed the single largest drop in the Dow Jones Industrial in 11 years. However, our clients were shielded from losses via our income protection and growth strategies. That means they lost NOTHING.