Mark Gaudet
Shareholder, Cincinnati
Tax
Private Client Services
Tax Compliance
Tax Consulting
Estate, Gift & Trust 
Family Office ServicesIndividual Income TaxProfessional Summary
Mark provides dependable assistance and advisement to clients related to income tax, transfer tax, philanthropic, and succession planning matters. Mark specializes in working with corporate executives, high-net-worth families, and closely held businesses and their owners.
In addition to his client service responsibilities, Mark is CSH’s service line leader for federal compliance of individuals and trusts. Mark is a senior member of the firm’s Tax Committee, Personal Wealth Planning, and Executive Assignment Groups. He is also 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.
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.
Education:
MSBA, Taxation, University of Cincinnati
BSBA, Accounting, Miami University
Certifications & Licensure:
CPA – State of Ohio
Certified Financial Planner (CFP®)
Chartered Advisor in Philanthropy (CAP®)
Certified Exit Planning Advisor (CEPA)
Lean Six Sigma CPA Green Belt Certification
Professional Affiliations:
Ohio Society of Certified Public Accountants
American Institute of Certified Public Accountants
Community Activities:
Boomer Lean Circle
Cincinnati Estate Planning Council, Board Member (2017 – Current), Past Council President (2019 – 2020), Past Board Member (2010 – 2012)
Goering Center for Family & Private Business, Board of Advisors (2019 – Current)
