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.

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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NYDFS Cybersecurity Checklist

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NFT Considerations for Not-for-Profit Organizations

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Year-End Spending Package Tackles Retirement Planning and Conservation Easements

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2023 Tax Calendar

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Ohio Governor Mike DeWine Appoints Amr Elaskary of Clark Schaefer Hackett to the Accountancy Board of Ohio

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Zach Gubser Rejoins Clark Schaefer Hackett in Shareholder Role

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