Charles Goetz Wealth Adviser

03/27/2024

Building a successful business isn't just about financial independence; it's a personal voyage filled with emotions. From exhilarating highs to gut-wrenching lows, it's a rollercoaster ride. Managing your emotions is just as important as managing business operations.
Learn more in “Monkey Mind: Navigating the Emotional Highs and Crushing Lows of Building a Successful Business.”

https://score.valuebuildersystem.com/landing/monkey-mind-ebook/fbce0744-d530-47e6-a018-7a0bdf9917af

09/29/2023

09/30/2022

Thank you McKenzie Miller & Shea Automotive Group for always being 1st class! Also, Thank you to DaEdoardo North & The Barbieri family for providing an awesome spread for over 200 people. Happy Friday!

07/15/2022

Dear FB Network,

ISO a private practice CPA who:

1) Owns their practice or is a partner in a larger practice.
2) is under the age 50
3) Has capacity to take on new clients
4) Works with individuals and businesses
5) Located in Genesee or Oakland county

Whether you have someone that fits all the characteristics or just some of them, I would genuinely appreciate some feedback. Tag anyone you believe fits the mold in comments or DM.

Thank you!

10/22/2021

Annual Halloween Party at H&A Advanced Business Partners. Happy Halloween!

06/30/2021

Would you rather be famous or rich? If you own a business, and want to understand which type of owner you are, check out the Ebook below!

Building a successful business can be a path to both fame and fortune, but more often, one comes at the expense of the other.

05/04/2021

01/31/2021

Don’t separate your legacy planning from your business transition, it’s all one big plate of spaghetti.

Biden's tax plan calls for repealing present law’s step-up in basis that increases the tax basis for inherited assets for income tax purposes to their fair market value upon death. You might not pay estate tax, but income tax on the value of the asset could be big, whether you sell it or not.