Mark J Burger CPA
Valuable Advice / Valuable Results
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Personal Wealth

 

PERSONAL WEALTH

Mark J Burger CPA spends a significant amount of time working with individuals that have established themselves in their business and careers. The fact is that everyone has different CPA needs; no two returns are the same. Many have unique consequences, which require special attention and knowledge; that is earned through years of experience and a diversified client base.

All clients require the services of an honest CPA that has the knowledge and experience to quickly understand their current situation and provide guidance on ways to reduce costs and enhance the return on their accumulated assets and activities. These individuals necessitate open and attentive communication to grow their assets and meet their goals. Mark J Burger CPA understands these needs and works to support their goals with attentiveness, quality, and experience.


Retaining Earnings and Growing Wealth

One of the key tools to retaining and growing wealth is having the knowledge of how and where money is spent and controlling the indirect investment costs associated with wealth management. Over the years the clients that have accumulated real wealth understand and control their spending so that their money is used to purchase assets that grow or retain their value. Mark J Burger CPA provides timely and accurate information allowing clients to understand their purchase decision and have information to modify decisions if required to meet goals.

Wealth Management Services & Portfolio assessments

Mark J Burger, CPA provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. Mark provides unbiased financial advice and understands that his business is built on trust and experience. Mark understands that clients with significant assets and complex financial needs require a comprehensive wealth management solution. It needs to be pointed out that we do not provide specific investment advice, such as selling individual securities and insurance products, we do provide an unbiased experienced analysis of the appropriateness of your asset allocation and relationships with Asset Managers that are client focused and understand the need to control the costs associated with managing your wealth.

Estate / Trust Accounting and Taxation

Trusts and estates have unique rules on accounting and taxation that requires a CPA with extensive experience in this area. Mark J Burger CPA has the experience to properly advise you on accounting and the tax impact of decisions.

 

Family Businesses

Mark J Burger CPA, shares in the values of experience and honesty within family businesses. Keeping track of assets, establishing budgets, managing staff, working with advisors, establishment of short-term and long-term goals, accounting systems, successions planning, and compliance with federal, state and local taxing authority are just some of the services Mark J Burger CPA provides to all types of family businesses (Partnerships, LLC, S. Corporations, and Corporations.)

 

Venture Capital and Financing

Mark J Burger CPA has helped investors evaluate projects as well as helped companies organize the information to inform investors about their project. Mark J Burger CPA has the reputation for honest and attentive diligence providing investors an understanding of the venture, and provide the venture the best chance of gaining investors.

 

Wealth Accumulation and Transfer Planning

Accumulating wealth does not just happen. Mark J Burger CPA helps to devise a plan using accurate information and an honest opinion to make the decisions to increase value. If the accumulation is achieved through family wealth transfers, care has to be used to minimize the federal and state tax exposures.