Brian Vnak

CFP®, CPA

Chief Advisory Officer

About


As Chief Advisory Officer, Brian leads the rapidly growing community of Financial Advisory Teams at Wealth Enhancement Group. He focuses on strategy and execution across advisor engagement (collaboration, communication), development (recruiting, training, succession planning), practice management (operational excellence and client/advisor experience) and business development (new money and net flows). 



Brian is a results-driven executive leader with 20 years of financial services experience and a deep understanding of tax laws. He leverages his life’s learnings to continually pursue best-in-class proactive solutions for financial advisors that empowers the delivery of holistic financial plans and investment management services tailored to the unique needs of our clients. He is committed to fostering a culture of collaboration and growth and highly values the sharing of best practices, ideas, and resources to help advisors build stronger relationships with clients and drive growth for their practices.



Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor and affiliate of Wealth Enhancement Group. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.


Education

  • BBA, Notre Dame, MS, Notre Dame

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Blog

On December 29, 2022, President Biden signed the $1.7 trillion, 4,000+ page 2023 omnibus bill into law, which included the 350-page retirement-focused Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0. The new SECURE 2.0 makes multiple changes to individual and employer-sponsored retirement accounts to increase savings opportunities, expand Roth accounts, broaden annuity use in retirement plans, and create administrative consistency and simplicity.  
Brian Vnak CFP®, CPA

Blog

With tax time fast approaching, you’re likely wrangling W2s, rounding up receipts, and digging into all the documents you collected and filed away over the last year. It can be a lot to keep track of, and since you do it once a year and then only think about it next tax season, you probably need to become an expert. Sure, guided tools or programs make the burden easier to bear, but it's no wonder many Americans hire someone to take it off their plate.
Brian Vnak CFP®, CPA

Blog

I may no longer be a tax expert Expertise is gained through mastery of the domain: a thorough understanding of the existing tax regulations and the ongoing battle to stay abreast of the new law changes as they occur. The recent changes to the tax code have levelled the playing field for tax preparers as old rules fade away and new rules rule the roost.
Brian Vnak CFP®, CPA

Newsroom

Wondering what to do about RMDs this year? Brian Vnak, Vice President, Advisory Services at Wealth Enhancement Group, offers his perspective in this illluminating article from Kiplinger.com. Read the article
Brian Vnak CFP®, CPA

Events and Webinars

Tax legislation has changed a lot over the last handful of years. First, there was the Tax Cuts & Jobs Act of 2017. Then, states modified their own tax laws in 2018 to more closely align with Federal regulations. In 2019, there was the first SECURE Act, then COVID stimulus in 2020 and 2021, and now we have the SECURE Act 2.0.

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