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Mark Gaudet advises corporate executives, high-net-worth families and closely held businesses and their owners. Mark provides dependable assistance to clients related to income tax, transfer tax, philanthropic and succession planning matters.

Mark is a senior member of the firm’s Tax Committee, Personal Wealth Planning and Executive Assignment Groups. He is a member of Boomer Consulting’s Lean Circle, which is a select group of leaders from CPA firms across the U.S. that collaborate on best practices for continuous innovation inside the accounting industry.

In addition to his client service responsibilities, Mark is the Shareholder in Charge of the firm’s Cincinnati Tax Practice. In this role, he is responsible for strategic oversight of the firm’s Cincinnati tax professionals.

Prior to joining CSH in 2007, Mark spent seven years as a senior manager at a Big Four accounting firm, where he specialized in planning services for high-net-worth individuals and their families.

CERTIFICATIONS & LICENSURE

CPA – State of Ohio
CFP® – Certified Financial Planner

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Cincinnati Estate Planning Council, Board Member 2010-2012

EDUCATION

BSBA, Accounting, Miami University
MSBA, Taxation, University of Cincinnati

Contact Information

Phone: (513) 241-3111
Fax: (513) 241-1212
Email: [email protected]

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