CPA, PFS, CFP®, AIF, CKA
Charles Hart has over 45 years of experience working in the financial industry specializing in Income Tax and Estate Planning. He has worked for two Big Eight firms as a Tax Manager, and as a Partner in a local CPA firm. Charles also has experience working as a Wealth Advisor in both the brokerage Industry and as a Registered Investment Advisor.
Charles has worked in multi-generational planning for several High-Net Worth clients. He has collaborated with his clients to move over $85,000,000 out of Federal estate taxes through proper tax planning using Dynasty Trusts. He uses the Kolbe system to help each generation achieve what they care about most using the power of instinctive strengths.
In his current position with The MB Group, he has no compliance responsibilities. He is charged with meeting with clients and helping them solve their tax issues. Being free of any compliance responsibilities allows him to be available to the clients of MBG at any time during the year.
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