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3 Ways High-Net-Worth Individuals Can Avoid a Tax Audit

Posted by MB Group on May 21, 2020 10:00:00 AM

The IRS can be intimidating, regardless of your income bracket. And when you are considered to be a high earner or high-net-worth individual, the fear of an audit becomes even more alarming. And rightly so! Statistically, people with high net worth or assets with at least $1 million are two to 10 times more likely to be audited than someone in a lower tax bracket. There are two general reasons why:

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Wealth Transfer Strategies for High-Net-Worth Individuals

Posted by MB Group on May 19, 2020 2:04:00 PM

For most people with a high-net worth, the ultimate goal is to ensure those you care the most about are cared for and provided for—even after you're gone. And the CPAs at MB Group can utilize tailored strategies to help you achieve your short-term and long-term goals. We will help you navigate the complexities of tax laws and financial tools to give you superior peace of mind—knowing your loved ones will be cared for. While everyone's needs can vary, a few typical wealth planning strategies we use are listed below.

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How High Net Worth Individuals Can Plan For Retirement

Posted by MB Group on May 15, 2020 10:15:00 AM

You've worked hard to create a life and lifestyle you can be proud of. It only makes sense for you to take the necessary steps to secure your future. And the experts at MB Group can help. We're a team of Certified Public Accountants (CPAs) who offer exclusive experience helping high net worth individuals plan for a successful retirement. 

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Tax Preparation Tips For High Net Worth Individuals

Posted by MB Group on Feb 28, 2020 8:00:00 AM

At MB Group we are a team of certified public accountants who specialize in helping high net worth individuals minimize tax liability. We use a range of key strategies and tools to help our clients achieve today's as well as tomorrow's goals. 

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5 Tax Strategies for High Net Worth Individuals

Posted by MB Group on Dec 27, 2019 10:26:55 AM

It's not a secret — high net worth people are poised to pay the most in taxes. And because you pay the most, you also have the ability to utilize high net worth tax strategies to help reduce your overall tax liability. At MG Group, we're a team of accounting and tax professionals who offer experience helping high net worth individuals reduce their tax liability. Let's take a closer look at six different high net worth tax strategies you may be able to use to save. 

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MB Group's Mission

Our mission is to be a leader in providing businesses with solution-oriented accounting services while preserving traditional values in an evolving technological and regulatory environment.


Over the last several years, we have steadily grown to serve over 600 business owners, solopreneurs, and high net worth individuals.

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