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Brian Vnak, CFP, CPA
Vice President, Integrated Advice, Integrated Advice, Wealth Enhancement Group

Brian Vnak is Vice President, Integrated Advice for the Wealth Enhancement Group, advising clients on income, gift, trust and estate tax issues. Mr. Vnak is a Certified Financial Planner™ and Certified Public Accountant (CPA) who graduated Magna Cum Laude from the University of Notre Dame with two degrees: a Bachelor of Business Administration and a Master of Science in Accountancy.

Phone: 800-492-1222 E-mail: bvnak@wealthenhancement.comwealthenhancement.comFacebookLinkedIn

3 Silver Linings from Coronavirus Shine for Savers and Investors Today
retirement

3 Silver Linings from Coronavirus Shine for Savers and Investors Today

The economic clouds may be dark right now, but there’s still some good news and some financial opportunities, if you know where to look.
May 8, 2020
9 Things Your Tax Preparer May Not Want You To Know
taxes

9 Things Your Tax Preparer May Not Want You To Know

Before you hand your tax documents off to an 'expert' for help, here are some important points to consider.
February 19, 2020
3 Retirement Tax Mistakes You Can't Afford to Make
retirement

3 Retirement Tax Mistakes You Can't Afford to Make

The way you get your income changes once you retire. Make sure your tax strategies change as well, or you could be paying Uncle Sam a lot more than yo…
October 9, 2019
Are You Forcing Unintended Consequences on Your Heirs?
retirement

Are You Forcing Unintended Consequences on Your Heirs?

Unless you take your heirs' wishes, taxes and interests into consideration in your plans, you could be committing some serious unforced errors with yo…
June 13, 2019
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Equal Shares for Heirs? Not Unless You Take Taxes into Account
retirement

Equal Shares for Heirs? Not Unless You Take Taxes into Account

Unless your estate plan takes your beneficiaries' own finances into account, you could be shortchanging some thousands of dollars ... and throwing mon…
March 20, 2019
Is the $1.5 Billion Lottery Winner Better Off Under New Tax Law?
taxes

Is the $1.5 Billion Lottery Winner Better Off Under New Tax Law?

Comparing the payouts under old tax laws and the Tax Cut and Jobs Act could be an eye-opening exercise for the rest of us.
December 12, 2018
Rest In Pieces, AMT
taxes

Rest In Pieces, AMT

Taxpayers are getting an eight-year break for the dreaded Alternative Minimum Tax. Here's how to make the most of that time.
October 8, 2018
To Avoid a Nasty Tax Surprise on April 15, Check Your Withholding Now
Businessman being depressed by accounting in his office
taxes

To Avoid a Nasty Tax Surprise on April 15, Check Your Withholding Now

The new tax law promises lower taxes for many, but ironically, up to about half of people could face a tax bill in 2019 due to a withholding problem.
August 6, 2018
Be Roth Smart: An Investment Guide to Roth IRAs
Hands holding piggy bank with Roth IRA. Pension plan.
retirement

Be Roth Smart: An Investment Guide to Roth IRAs

Roth IRAs are the closest thing we have to tax-free retirement savings out there, so make sure you take full advantage. Here is how Roths work and thr…
July 2, 2018
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All Aboard the Tax Volatility Train
taxes

All Aboard the Tax Volatility Train

The passage of the 2017 Tax Cuts and Jobs Act was the beginning of tax change, not the end. It's likely to touch off plenty more changes ahead ... so …
April 19, 2018
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How to Take Advantage of the New Tax Bracket Sweet Spots
tax brackets

How to Take Advantage of the New Tax Bracket Sweet Spots

While most everyone is getting a tax break starting in 2018, some taxpayers have bigger opportunities than others to make the most of it. Particularly…
March 15, 2018
You Can Pay $0 in Taxes on Your Retirement Income
retirement

You Can Pay $0 in Taxes on Your Retirement Income

When retirees add up all their deductions and personal exemptions, they may find opportunities to generate the income they need from their portfolios …
January 11, 2018
QCDs: Use This Tax Strategy to Get More From 2018 RMDs
IRAs

QCDs: Use This Tax Strategy to Get More From 2018 RMDs

Under the new tax law, those taking RMDs can get a tax break even without itemizing by giving to charity. Here's how qualified charitable distribution…
January 5, 2018
4 Ways Retirement Savers Can Help Reduce Their RMDs
taxes

4 Ways Retirement Savers Can Help Reduce Their RMDs

You're proud of the nest egg you've built in your IRA and 401(k), but are you prepared for the tax bill that will come with it when the time for requi…
November 2, 2017
Working Part-Time in Retirement Can Be Tricky
Senior adult Caucasian man with gray hair is supermarket employee or produce manager. Man is assisting customer who is shopping for healthy food and fresh vegetables. Customer is mid adult Ca
retirement

Working Part-Time in Retirement Can Be Tricky

Keeping a hand in the workforce after retirement can be richly rewarding (in a couple of key ways). However, it can also complicate your finances.
August 17, 2017
How Saving Too Much Money Could Actually Backfire
"A smiling pink piggybank stuffed with $100 dollar bills, on blue background with copy space.You may also like:"
retirement

How Saving Too Much Money Could Actually Backfire

If you’re blindly pumping so much into savings for the future that you aren’t enjoying today, then maybe you’re going too far. Stop and do the math to…
June 28, 2017
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4 Actions to Take If You’re Retiring in 2017
retirement

4 Actions to Take If You’re Retiring in 2017

Months before you walk away, gold watch in hand, there are some steps to take to maximize your benefits, take care of taxes and pave the way for a hap…
May 2, 2017