CPAs are often clients’ most trusted advisors, offering unbiased service with the sole aim of saving them as much money as possible. As a CPA with a wealth management partnership, this trust can be expanded upon as you provide a holistic, seamless solution for your clients. Partnering with Kolinsky Wealth Management means offering your clients’ services that not only address their immediate needs, but may help them achieve their long-term goals as well.

Partnering with Kolinsky Wealth Management may help you build important business relationships and make valuable industry connections. As we engage with your practice, your sphere of influence will expand, helping you network with the prominent organizations, individuals and business owners who we currently serve.

By developing a dynamic partnership with our experienced, trusted team of advisors, you can complement the services you offer your valued clients and expand your network of beneficial resources.

Case Studies

This may not be representative of other clients.

Case Study 1

A 55-year old plastic surgeon was looking to enhance his retirement plan. We were able to design a Defined Benefit retirement program that allowed the doctor to contribute approximately $255,000, of which he and his wife would receive $244,000 or 94% of the contribution. Approximately $150,000 was invested in fixed income annuities and $100,000 was invested in high cash value life insurance. In addition to getting a substantial tax deduction, the doctor also obtained $1,083,000 of life insurance protection for himself and $291,000 for his wife.

Case Study 2

A self-employed representative of a high-end custom clothing maker, age 49, inherited a tract of land (along with her other siblings and cousins). The land was then sold to a large oil company who wanted to build a quick stop gas station. The client did not want to pay capital gains tax on her share of the proceeds, so we educated her about doing a 1031 real estate transaction that enabled her to invest in a professional office building. This real estate partnership enabled her to defer paying capital gain tax and gave her the ability to obtain rental income.

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