Expert Tax Planning and Wealth Preservation Strategies

Every client’s situation is different. I provide customized tax planning and wealth preservation strategies built on your specific circumstances and goals, including:

• Multi-year income tax projections and bracket management
• Timing of income recognition and deductions
• Roth conversion analysis
• Basis and gain planning on sales of businesses and appreciated property
• Charitable giving structure and timing
• State residency and multi-state exposure review

Strategic Wealth Management and Portfolio Analysis

I offer objective, independent planning to help clients organize, grow, and protect their assets through life transitions. I do not sell investment products or securities. I provide:

• Unbiased analysis of asset allocation strategies
• Evaluation of investment management costs and fee structures
• Referrals to wealth managers who put client interests first
• Portfolio performance reviews and tax efficiency assessments

Investment advisory services are offered through Balanced Wealth Strategies, LLC, a registered investment advisor. Mark J. Burger, CPA and Balanced Wealth Strategies, LLC are separate entities. Tax and accounting services are provided by Mark J. Burger, CPA.

Advanced Estate and Trust Services

The practice brings extensive experience in trust and estate planning, offering:

• Complex trust accounting and tax compliance
• Estate tax minimization strategies
• Generational wealth transfer planning
• Trust administration guidance
• Fiduciary tax return preparation

Family Business Management Advisory Services

I work with family-owned businesses to support continued success and an orderly transition between generations. Services include:

• Business succession planning
• Tax-efficient entity structuring
• Financial reporting and analysis
• Budget development and monitoring
• Internal controls implementation
• Multi-state tax compliance
• Corporate governance guidance
• Workforce Management and Administration

Workforce Management and Administration

Payroll, benefits, and employment compliance consume management attention that belongs elsewhere. I advise owners evaluating a Professional Employer Organization, reviewing an existing co-employment arrangement, or assessing whether the fee structure and service level still match the business.

Wealth Building and Preservation

I help clients build and maintain wealth through:

• Comprehensive financial planning
• Tax-efficient investment strategies
• Retirement planning
• Risk management assessment
• Cash flow optimization
• Asset protection strategies

Wealth Transfer and Legacy Planning

Our strategic approach to wealth transfers includes:

• Multi-generational tax planning
• Gift tax strategy development
• Charitable giving optimization
• Family limited partnership structuring
• Estate tax minimization techniques

Why Choose Mark J. Burger, CPA?

The practice stands apart through:

• Practice dating to 1987, serving high net worth clients
• Independent, objective advice
• Deep experience in complex tax matters
• Personalized attention to each client’s circumstances
• Proactive communication and planning
• A long-term relationship focus

Contact Mark J. Burger, CPA to discuss your financial objectives, the tax consequences that follow from them, and the protection of your wealth for future generations.

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