Nik Agharkar doesn't just prepare your taxes – he transforms how you think about your entire financial life. After nearly 20 years as an attorney, including building and selling his own law firm, Nik discovered his true passion lay at the intersection of legal expertise and financial strategy. His journey from litigation to financial advisory reflects a powerful insight: most people struggle with disjointed financial advice that leaves them confused and frustrated.

"Our clients have come to us saying they asked their CPA a question, who sent them to their financial advisor, who sent them to their attorney, who sent them back to their CPA," Nik explains. This endless loop of disconnected advice inspired him to create Crowne Point Tax and Wealth Council, partnering with Shorehaven Wealth Partners to deliver comprehensive financial services under one cohesive umbrella.

The distinction between tax preparation and tax planning emerges as a crucial concept throughout the conversation. While most Americans interact with tax professionals only during filing season, Nik advocates for year-round engagement. "There's no such thing as tax season," he insists. "Tax planning happens every day." Through quarterly meetings with clients, he helps identify strategic opportunities to legally minimize tax burdens while maximizing wealth retention.

Beyond tax strategies, Nik delves into sophisticated estate planning techniques involving trusts, asset protection through business structures, and long-term care considerations. His explanations of Medicaid planning and the "five-year lookback" period highlight how proactive financial planning can protect families from devastating healthcare costs later in life. For business owners and high-income professionals – particularly those in medicine, manufacturing, and corporate leadership – these integrated strategies can dramatically improve financial outcomes and legacy planning.

Ready to stop getting the runaround from disconnected financial advisors? Connect with Nik at crownepointtax.com or find him on LinkedIn to discover how integrated tax, legal, and wealth management strategies could transform your financial future.

Crowne Point Tax & Wealth Counsel

Nik Agharkar

234 Morse Ave #3
Wyckoff, NJ 07481

917-202-1465
[email protected]
crownepointtax.com