Team
Brian Woldt, CPA
CPA
Brian Woldt, CPA, brings nearly two decades of experience as a Certified Public Accountant with specialized knowledge for businesses and individuals. His focus includes advanced tax planning strategies for optimized asset and income solutions with a deep background in the real estate industry.
Brian is adept at handling complex transactions such as 1031 exchanges and cost segregation analysis. He 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 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. As an entrepreneur, he understands the financial and operating challenges facing property investors and business owners.
Brian and his children live in Castle Rock, CO. He enjoys pickleball, golf, and skiing.
Saxony Securities, Inc. is a member of FINRA/SIPC. To check the background of this firm and its registered representatives, visit brokercheck.finra.org.