19MARCH 2024together collaborative CPAs and tax attorneys nationwide, ensuring that it can tap into specialized expertise when needed. Catering to mid-market business clients, MBG does not limit itself to a specific industry but finds prevalence in the service sector, including attorneys and doctors. Over time, it has honed its expertise in response to clients' evolving needs, prioritizing these services to ensure its clients' needs are met in the most efficient manner.Charles Hart leads the tax advisory group. He has over 45 years' experience with a unique blend of expertise in financial planning and tax planning, holding CPA, PFS, CFP, AIF and CKA designations. He also is a Kolbe Certified consultant and founding member of the Cialdini Institute. This dual background equips him with a comprehensive understanding of the financial world, empowering him to maximize clients' financial potential while minimizing tax liabilities.The tax advisory group is active throughout the year in formulating strategies for their clients and navigating the nuances of diverse industry hurdles. This collaborative approach has yielded positive results for their clients, reinforcing the value of MBG's advisory services.The impending sunsetting of estate tax laws will take effect on December 31st, 2025. This is relevant for businesses and high net worth clients. Currently, MBG is engaged with numerous clients, strategizing on optimal methods for transferring their wealth across generations with a focus on tax efficiency and preserving family harmony. The ultimate objective is to facilitate the seamless transfer of family wealth while mitigating the potential negative impact on succeeding generations.Unlike transaction-oriented CPA firms, MBG adopts a proactive approach, building enduring relationships based on trust, transparency, and a profound understanding of clients' financial and philanthropic goals. This extends to personal aspirations, creating a legacy that aligns with their family's values. Its strength lies in bridging the gap between family and business ownership, assisting in the smooth transition of wealth from one generation to the next.MBG stands out not just for being woman-owned but for its impressive team of thirty-two women accountants, who work together. This combination of expertise enhances the service options the company provides to clients. Also, MBG has forged alliances, including one with an international tax expert. This allows it to seamlessly coordinate with advisors on domestic and international fronts, offering a comprehensive service for businesses as well as for individuals.With a versatile arsenal of skills and provisions, MBG consistently excels in converting financial chaos into an efficient accounting framework. By offering strategic planning, reliable reporting, and expert connections, MBG continues to empower businesses for optimal growth and decision-making.Janet and Charles are currently co-authoring a book to help women understand their finances.The book is A Woman's Guide to Financial Preparedness. As we serve businesses, high net worth individuals and professionals, our goal is to proactively impact our clients lives by enhancing the professionalism of the finance function within their organization. MBG is more than a Service, it is a Partnership
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