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Home / Professionals / Mark H. Gaudet, CPA, CFP®, CAP®

Mark H. Gaudet

CPA, CFP®, CAP®

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.

CPA – State of Ohio CFP® – Certified Financial Planner CAP® – Chartered Advisor in Philanthropy CEPA – Certified Exit Planning Advisor Lean Six Sigma CPA Green Belt Certification
Ohio Society of Certified Public Accountants American Institute of Certified Public Accountants Boomer Lean Circle Cincinnati Estate Planning Council, Council President 2019-2020, Board Member 2010-2012, 2017 – Current Goering Center for Family & Private Business – Board of Advisors 2019 – Current
BSBA, Accounting, Miami University MSBA, Taxation, University of Cincinnati

Certifications & Licensure

CPA – State of Ohio CFP® – Certified Financial Planner CAP® – Chartered Advisor in Philanthropy CEPA – Certified Exit Planning Advisor Lean Six Sigma CPA Green Belt Certification

Professional Affiliations

Ohio Society of Certified Public Accountants American Institute of Certified Public Accountants Boomer Lean Circle Cincinnati Estate Planning Council, Council President 2019-2020, Board Member 2010-2012, 2017 – Current Goering Center for Family & Private Business – Board of Advisors 2019 – Current

Community Activities

Education

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

Industry & Service Specialization

Articles

From Mark H

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Featured Articles

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New IRS Guidance: Tax Treatment for Energy Efficiency Rebates

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Marriage & Tax Returns: The Benefits of Joint vs. Separate Filing

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Not-for-Profits and the De Minimis Indirect Cost Rate

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Tax Deductions for Home Office Professionals

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OMB Rolls Out Updated Guidance Around Federal Awards

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The other side in an M&A deal can lead to tax benefits for both

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