We help Business Owners, Entrepreneurs, & Founders build and protect their enterprise's value
We help small businesses & founders increase their cash flow and reduce their tax liability by addressing five main areas:
Health Care Benefits
Key employee retention & compensation
Risk & Uncertainty Mitigation
Succession & Exit Planning
Personal Wealth Creation & Preservation
Who this is for
If you are a business owner or entrepreneur with an existing business that has a tax liability of $100,000 or more per year, then there is a good change you might have some of these challenges:
You are not able to attract & retain top talent because employee benefits like health care & retirement compensation is incredibly costly
You have a traditional retirement plan in place, but certain key employees (as well as yourself) are limited in the amount you can contribute.
You have risks present in your business that you would like to protect against (tax audit, business interruption, product warranty), but due to the rising cost of insurance, don't think you can afford to implement a risk mitigation plan
You've tried other accountants, business consultants, and fractional CFO's and while they "do stuff", you can't lower your tax liability any further.
You are getting ready to sell your business, but are not sure what your options are to reduce your tax liability of your transaction.
How it works
We will conduct a thorough review of your circumstances, and where possible, work with you and your team (accountant, banker, estate attorney) to increase your cash flow & minimize your tax bill by addressing the following areas:
Health Care Benefits
Key employee retention
Risk & Uncertainty Mitigation
Succession & Exit Planning
Personal Tax Liability
How to learn more
If you are a business owner or entrepreneur with an existing business that has a tax liability of $100,000 or more per year, and you want some help to increase your cash flow, decrease your tax liability, and create a tax-efficient exit, then schedule a free discovery call with our team.
Schedule a call using the calendar below and we can get to know one another - your business, your situation, your goals and see if working with each other would be a good fit.
Disclaimer: Neither our company nor any of its employees are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
We help Business Owners, Entrepreneurs, & Founders build and protect their enterprise's value
We help small businesses & founders increase their cash flow and reduce their tax liability by addressing five main areas:
Health Care Benefits
Key employee retention & compensation
Risk & Uncertainty Mitigation
Succession & Exit Planning
Personal Wealth Creation & Preservation
Who this is for
If you are a business owner or entrepreneur with an existing business that has a tax liability of $100,000 or more per year, then there is a good change you might have some of these challenges:
You are not able to attract & retain top talent because employee benefits like health care & retirement compensation is incredibly costly
You have a traditional retirement plan in place, but certain key employees (as well as yourself) are limited in the amount you can contribute.
You have risks present in your business that you would like to protect against (tax audit, business interruption, product warranty), but due to the rising cost of insurance, don't think you can afford to implement a risk mitigation plan
You've tried other accountants, business consultants, and fractional CFO's and while they "do stuff", you can't lower your tax liability any further.
You are getting ready to sell your business, but are not sure what your options are to reduce your tax liability of your transaction.
Who this is for
If you are a business owner or entrepreneur with an existing business that has a tax liability of $100,000 or more per year, then there is a good change you might have some of these challenges:
Health Care Benefits
Key employee retention
Risk & Uncertainty Mitigation
Succession & Exit Planning
Personal Tax Liability
How to learn more
If you are a business owner or entrepreneur with an existing business that has a tax liability of $100,000 or more per year, and you want some help to increase your cash flow, decrease your tax liability, and create a tax-efficient exit, then schedule a free discovery call with our team.
Schedule a call using the calendar below and we can get to know one another - your business, your situation, your goals and see if working with each other would be a good fit.
Disclaimer: Neither our company nor any of its employees are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
Kolden Wealth, LLC is an Investment Advisor Representative of RPg Family Wealth Advisory, LLC, providing virtual investment advisory and financial planning services to clients nationwide. RPg Family Wealth Advisory, LLC ("FWA") is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill, or training. No content contained herein should be construed as a direct or indirect offer of investment advisory services from Kolden Wealth. The planning information and concepts provided are general in nature, are provided for educational and informational purposes only, and should not be construed as legal, tax, or investment advice. No person should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Kolden Wealth, or from any other investment professional. Individuals should not use the content herein as the sole basis for any investment, planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced herein. All expressions of opinion reflect the judgment of the individual as of the date of publication and are subject to change. All planning and investment strategies have the potential for profit or loss, and different planning strategies, investments, and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific plan, investment, or investment strategy, including those discussed herein, will be profitable or equal any historical or anticipated performance level. Past performance does not guarantee future results.