Colleen Weber CPA LLC

09/02/2026

If one of your goals is passing assets to the next generation, it’s smart to consider how taxes could affect the legacy you leave behind.

Many people are surprised to learn that the way assets are transferred can have a significant impact on how much of their wealth ultimately stays with their loved ones.

Worried about preserving family wealth after you pass? Read my article about the impact of a step-up in basis when passing assets to heirs.

09/01/2026

Looking for a meaningful gift that lasts a lifetime? These 4 financial gifts can set your kids and grandkids up for a solid future. Link in the comments.

Consider these 4 smart financial gifts for kids. Colleen Weber CPA, CFP®, is an independent fee-only CPA and financial advisory firm in Chanhassen, MN.

08/31/2026

In this article, I share 10 practical strategies to make the most of your RMDs, from understanding the rules and coordinating with other income sources to leveraging tax-loss harvesting and consulting a financial advisor.

My goal is to help you navigate RMDs confidently, so they work in your favor, not against you.

10 professional tips for strategically timing RMDs to lower taxes. Colleen Weber CPA, CFP® is a fee-only CPA and financial advisory firm in Chanhassen, MN.

08/28/2026

Happy marriages thrive on love, commitment, and shared dreams. But financial harmony is key too!

A financial advisor can help promote compatibility, open communication, and shared goals.

Colleen Weber CPA, LLC is an independent, fee-only CPA and financial advisory firm based in Chanhassen, Minnesota.

08/26/2026

Interested in learning what it would be like to work with our team?

Check out our client stories for first-hand accounts!

Learn why people choose to work with us.

08/24/2026

Many people believe taxes are a thing of the past once you hit retirement, but that couldn’t be further from the truth for most of us. In fact, high-income earners often don’t qualify for the tax benefits that accompany common retirement strategies, like investing in a Roth IRA.

Unlock tax-free growth with a backdoor Roth IRA! Discover how this strategy can pave the way for building wealth without the tax bite.

08/21/2026

When you’ve built significant wealth, the question isn’t just whether you can afford something...it’s whether your spending truly reflects what matters most to you. Even with substantial resources, money can quietly flow into routines or habits that add little meaning to your life.

Balance your current financial needs with your future goals. Colleen Weber CPA, CFP®, is an independent fee-only financial advisory firm in Minneapolis, MN.

08/19/2026

Don’t let uncertainty stand in the way of your financial goals. Set up a consultation today and discuss the path forward.

08/17/2026

When it comes to equity compensation, we’ve found two key ways to make the most of your benefits:

1. Cash flow planning
2. Investment planning

Each offers practical steps to help you turn equity into a real financial opportunity.

Learn how to incorporate equity compensation into your financial planning. Colleen Weber is a financial advisor in Chanhassen, Minnesota.

08/14/2026

Building wealth takes years of discipline, but losing it can happen in a fraction of the time through silent, often invisible financial drains.

While market downturns get all the headlines, the most significant erosion of wealth often comes from poor tax planning, inefficient asset management, and missed opportunities.

Plug the financial holes that are draining your wealth. Colleen Weber CPA, CFP® is a fee-only CPA and financial advisory firm based in Chanhassen, MN.