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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.
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- Six PEO Governance Gaps Unmasked — And the Proven Framework to Eliminate Them
PEO Governance: The Missing Discipline in Co-Employment Relationships Post 2 of the PEO Governance Series The result is passive outsourcing — a co-employment relationship running on autopilot while costs drift, risk exposure shifts, and the HR model falls out of alignment with the company’s growth trajectory. This post addresses the next question: if governance is the missing discipline, where exactly does it need to live? PEO Governance lives in six core domains. If your leadership team is not reviewing these areas on a quarterly cadence, you are not governing the relationship. You are… Read more: Six PEO Governance Gaps Unmasked — And the Proven Framework to Eliminate Them - PEO Governance: The Hidden Discipline That Protects Your Bottom LinePEO Governance: The Missing Discipline in Co-Employment RelationshipsPost 1 of the PEO Governance Series Then the contract is signed. Onboarding is completed. Payroll begins to run. And the oversight stops. A PEO is not simply a vendor. It is a co-employment structure. The PEO becomes the employer of record for tax and benefits purposes. It assumes specific responsibilities for payroll processing, regulatory compliance, workers’ compensation administration, and employee benefits management. That level of operational integration demands more than a handshake and an annual renewal review. Co-employment without governance creates drift — financially, operationally,… Read more: PEO Governance: The Hidden Discipline That Protects Your Bottom Line
- 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)