Brian Woldt
CPA
With nearly two decades of experience, Brian Woldt, CPA is a seasoned Certified Public Accountant who brings specialized knowledge to businesses and individuals alike.
Brian has extensive expertise in the real estate industry, with a focus on advanced tax planning strategies for optimized asset and income solutions. He is adept at handling complex transactions such as 1031 exchanges and cost segregation analysis and helps investors navigate financial and income tax reporting requirements from inception to completion.
As a former financial controller for a large dairy operation, Brian has a deep understanding of financial reporting and financial statement adjustments and combines efficient tax planning with sustainable income and growth strategies.
Brian offers comprehensive accounting, tax, and income solutions for property management, acquisitions and dispositions, financial modeling, and legacy wealth planning. His focus on research and education makes Brian an invaluable resource for investors and business owners seeking proven strategies for keeping and growing generational wealth. As an entrepreneur, Brian understands the financial and operating challenges facing property investors and business owners. This “hands-on” experience allows him to meet the individual needs of his clients without the pressure of a traditional corporate environment.
Brian and his children live in Castle Rock, CO. When he’s not working, Brian enjoys playing pickleball, golf and skiing, which provides a work-life balance between professional and personal passions.