News, Insights & Updates
Stay informed with the latest news, business, tax, and financial developments that matter to your bottom line. At Mark J. Burger, CPA, we carefully curate and analyze key industry trends, regulatory changes, and strategic opportunities to help our clients make better business decisions.
Our expert team regularly shares valuable insights on:
- Tax law changes and their practical impact on your business operations
- Economic trends affecting specific industries across New Hampshire and Florida
- Strategic opportunities for business growth and optimization
- Legislative updates relevant to business owners and executives
- Best practices for financial management and operational efficiency
Whether you’re an established business owner or growing your enterprise, our timely updates and expert analysis will help you navigate the complex business landscape with confidence. Bookmark this page and check back regularly for new insights that can give your business a competitive edge.
Browse our latest articles below or filter by your industry sector to find the most relevant information for your business needs.
- Protect Family Wealth: How to Allocate the New $15 Million GST Exemption to Non-Exempt Trusts
Executive Summary GST Exemption provided in The One Big Beautiful Bill Act, signed into law on July 4, 2025, has fundamentally altered the estate planning landscape. While many advisors have focused on the elimination of the TCJA sunset provisions, a more nuanced opportunity exists for families with existing non-GST exempt trusts. The permanent increase in the generation-skipping transfer (GST) exemption to $15 million per individual in 2026 creates strategic possibilities that warrant immediate attention. This analysis examines techniques for allocating GST exemption to trusts that were previously established without such protection, including late… Read more: Protect Family Wealth: How to Allocate the New $15 Million GST Exemption to Non-Exempt Trusts - Roth Conversion: Proven Strategies to Protect Your Retirement, Maximize the $6,000 Senior Deduction, and Avoid Catastrophic NIIT Penalties Forever (2025-2028)
Roth Conversion Strategies. The One Big Beautiful Bill Act signed into law in July 2025 has created a four-year window for senior taxpayers to execute sophisticated Roth conversion strategies. For those age 65 and older, the new $6,000 additional deduction per individual (effective for tax years 2025 through 2028) presents an opportunity to manage conversion income, control net investment income tax exposure, and optimize effective tax rates in ways we have not seen before. We are currently in November 2025, which means there are approximately six weeks remaining to execute conversions that qualify… Read more: Roth Conversion: Proven Strategies to Protect Your Retirement, Maximize the $6,000 Senior Deduction, and Avoid Catastrophic NIIT Penalties Forever (2025-2028)