Mark Gaudet serves as an advisor to corporate executives, high net worth families, and closely-held businesses and their owners. He assists clients with their income, estate and gift taxation planning, as well as compliance matters.
Mark is a senior member of both the Firm’s Personal Wealth Planning and Executive Assignment Groups, which specialize in asset planning strategies. He has been a Certified Financial Planner, CFP®, since 1996. Over the years, he has assisted many executives with various aspects of financial planning, ranging from comprehensive plans to modular financial plans. His modular planning has included tax planning, retirement planning, stock option planning, education planning, and wealth transfer planning.
Mark has assisted companies and their executives by providing group seminars on various aspects of tax and financial planning relative to their company-specific benefit plans. In addition, he has provided individual counseling sessions to executives on deferred compensation elections and distributions strategies, voluntary separation arrangements and special dividend distributions.
Prior to joining CSH in 2007, Mark spent seven years as a senior manager at a Big Four accounting firm specializing in planning services for high net worth individuals.
CPA – State of Ohio
CFP® – Certified Financial Planner
American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
Cincinnati Estate Planning Council, Board Member 2010-2012
BSBA, Accounting, Miami University
MSBA, Taxation, University of Cincinnati
Phone: (513) 241-3111
Fax: (513) 241-1212