COMPLETING THE
For over 40 years, The Koenig Group has transformed wealth management, financial planning, retirement planning, and estate planning through strategic partnerships with clients’ tax and wealth management professionals.
We are excited to announce our new partnership with the Institute for Wealth Planning (IWP), a nonprofit organization dedicated to tax planning education.
The Koenig Group Has Teamed With the Institute for Wealth Planning
What is the IWP?
The IWP consists of a faculty of five independent tax attorneys and eight other tax specialists, including CPAs, CAPs, CFPs, and experts in technology and AI. Together, they deliver sophisticated tax and wealth planning solutions tailored for the tax and wealth management advisors of affluent clients.
About IWP
We are a collective of elite tax and financial planning professionals, providing the expertise and strategic support that complement and strengthen the services you deliver to your clients the services you provide to your clients.
