Generated by All in One SEO v5.0.1.1, this is an llms.txt file, used by LLMs to index the site.

# Burke CPAs & Advisors

## Sitemaps

- [XML Sitemap](https://burkecpa.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Insights](https://burkecpa.com/insights/)
- [Passing the Torch: How to Prepare Your Business for the Next Generation](https://burkecpa.com/insights/passing-the-torch-how-to-prepare-your-business-for-the-next-generation/) - By Pat Burke I've spent 50 years in business, more than 40 of them running this firm, much of that stretch alongside my son. In that time, I've sat across the table from many owners who built a business of value and then encountered a problem they never planned for: handing off a life's work
- [Your Midyear Tax Checkup: How to Stay on Track and Avoid Surprises](https://burkecpa.com/insights/your-midyear-tax-checkup-how-to-stay-on-track-and-avoid-surprises/) - Written by: Lauren Otto As the summer is in full swing, you’ve probably moved on from “tax season” and shifted your attention back to work, family, travel, and everything else competing for time. And that’s understandable. Taxes are rarely something you want to think about in the heat of the summer. But from a planning
- [Funding the Next Phase: Tax-Smart Ways to Finance Your Business Growth ](https://burkecpa.com/insights/funding-the-next-phase/) - At some point, every growth-minded business owner hits a familiar crossroads. You’ve proven the model and the demand is there. You’ve outgrown your space, your systems, or even your leadership bench. You’re ready for the “next phase” of growth but growth takes capital, and capital decisions have consequences. I work with many of our clients engaged in acquiring or selling businesses, so I’ve had the
- [Auto-Enrollment and SECURE 2.0: What Business Owners Should Do Before Midyear](https://burkecpa.com/insights/auto-enrollment-and-secure-2-0-what-business-owners-should-do-before-midyear/) - What Business Owners Should Do Before Midyear about Auto-Enrollment and SECURE 2.0
- [Avoid These Common Tax Filing Mistakes Before You Hit Submit](https://burkecpa.com/insights/avoid-these-common-tax-filing-mistakes-before-you-hit-submit/) - Most filing issues aren’t caused by complicated tax law. They come from small, preventable mistakes.
- [What Your Business Needs to Know About PCI Compliance in 2026](https://burkecpa.com/insights/what-your-business-needs-to-know-about-pci-compliance-in-2026/) - Written by Tyler Bick If your business accepts credit or debit cards, whether in person, online, or through a mobile device, payment security rules apply to you. Over the last several years, PCI Compliance standards have evolved in ways that affect not only IT, but also operations, management, and the vendors that support your payment
- [Five Overlooked Deductions That Could Save You Thousands This Tax Season](https://burkecpa.com/insights/five-overlooked-deductions-that-could-save-you-thousands-this-tax-season/) - Tax season has a way of sneaking up on all of us, even the most financially organized. Between shifting regulations, new credits, and evolving IRS rules, it’s easy to overlook valuable deductions that could meaningfully reduce your tax bill. At Burke CPA and Advisors, our goal is simple: help you keep more of what you
- [Setting Up for Success: How to Choose the Right Business Structure in 2026](https://burkecpa.com/insights/setting-up-for-success-how-to-choose-the-right-business-structure-in-2026/) - Choosing the proper business structure isn’t just a legal formality; it’s one of the most critical financial wellness decisions an entrepreneur can make. The structure you select determines how you’re taxed, what liability protection you have, how easily you can raise capital, and what compliance requirements you’ll face as your business grows. As 2026 approaches,
- [2025 Tax Review: What Changed & What Is Ahead](https://burkecpa.com/insights/2025-tax-review-what-changed-what-is-ahead/) - A Year of Shifting Tax Rules and New Planning Opportunities The 2025 tax year brought significant adjustments that affected individuals, business owners, and growing organizations alike. From evolving federal regulations to state-level incentives and changes stemming from past legislation like the SECURE 2.0 Act, taxpayers faced a landscape that was both challenging and full of
- [The Tax Man Commeth](https://burkecpa.com/insights/the-tax-man-commeth/) - Whether Old Punxsutawney Phil’s Groundhog Day prediction came true or not, one thing is certain to arrive each year: Tax Day. April 15, 2015 is just a short 7 weeks away. There’s no hiding or going back into a hole to avoid or evade its certainty. We must face it head on. Mailboxes across the
- [Tax Increase Prevention Act of 2014](https://burkecpa.com/insights/tax-increase-prevention-act-of-2014/) - On December 16th, Congress passed the Tax Increase Prevention Act of 2014. This Bill, which is awaiting the President’s signature, extends over 50 tax provisions that expired 12/31/13 and retroactively reinstates them for a period of one year to cover the 2014 tax year. It is uncertain if these provisions will be extended past 2014,
- [Swing for the Fences](https://burkecpa.com/insights/swing-for-the-fences/) - The following is an excerpt from Pat Burke's book Swing for the Fences: An Economic Tale. Look for it in bookstores everywhere or on Amazon.
- [Your Exit Plan Timeline](https://burkecpa.com/insights/you-exit-plan-timeline/) - Do you want to control your exit plan or have it control you? Create a proactive exit plan to sell your business in your desired timeline.
- [Three Keys to Identifying a "Key" Employee](https://burkecpa.com/insights/three-keys-to-identifying-a-key-employee/) - Increase employee retention for your "key" employees by following these three simple steps.
- [How to Build and Grow a Valuable Business, and Why It Matters for Buyers](https://burkecpa.com/insights/what-valuable-business-means-to-buyers/) - Did you ever wonder why one business has buyers lined up willing to pay top dollar while another sits on the market for months, or even years? What do buyers look for in a prospective business acquisition? The characteristics buyers seek must exist before the sale process even begins. As the owner, it is your
- [Planning in an Uncertain Tax Environment](https://burkecpa.com/insights/planning-in-an-uncertain-tax-environment/) - While I would love to be telling you all about a new 2014 tax law extending the 54 tax provisions that expired at the end of 2013, I can't because it is mid-November and Congress still has not passed any tax legislation to clarify the situation. Even without a new tax law there are still
- [Exiting Your Business is A Process, Not A Mystery](https://burkecpa.com/insights/exiting-your-business-is-a-process-not-a-mystery/) - Exiting a business is a process, not a mystery. Read on to see what it takes to craft a strategic exit plan for your business.
- [It's February ... and You Don't Have a Budget?](https://burkecpa.com/insights/its-february-and-you-dont-have-a-budget/) - It’s possible to run a business without an annual budget. Too bad it costs much more to run it that way. Here are five reasons why a well conceived budget will help you build a better business.
- [Your 5-Step Retirement Plan](https://burkecpa.com/insights/your-5-step-retirement-plan/) - If you’re planning to retire sometime in the next 10 years, here’s some crucial advice: Take a very hard look at your 401(k). While employer-sponsored savings plans, such as 401(K)s, usually are a great place to stash money during most of your working years, they may not be as great if you’re getting ready to
- [When will the IRS budget cuts finally stop?](https://burkecpa.com/insights/when-will-the-irs-budget-cuts-finally-stop/) - Can the trend of IRS budget cuts continue, even as the nation's tax code and regulations become more complex each year? Tax advisor Dan Engelhardt explains.
- [Why Social Media Marketing is Important for Your Business](https://burkecpa.com/insights/social-media-marketing-your-business/) - Social media marketing has lowered the barriers to communicating directly with your audience. These five tips will help you and your business uncover where to begin and where to extend your brand through social media.
- [Unintended Consequences: Effectively Transitioning the Family Business](https://burkecpa.com/insights/unintended-consequences-effectively-transitioning-the-family-business/) - Stephen Manicek succeeded his late father in the family's business. But after 20 years, he couldn't help but feel the transition's unintended consequences.
- [Is Cash Flow Still Important for Exit Planning?](https://burkecpa.com/insights/is-cash-flow-still-important-for-exit-planning/) - Traditionally, we have suggested that cash flow is “king” for a closely held business. But with low interest rates, abundant private equity capital, and an improving economy, some may question whether our emphasis on cash flow is outdated. While this is a valid perspective, we still find that in the day-to-day world of planning for privately
- [The End of File & Suspend for Married Couples](https://burkecpa.com/insights/file-suspend-for-married-couples/) - The file-and-suspend claiming strategy to try and optimize Social Security benefit disappears.
- [Seven Steps for the Proper Care & Feeding of Your Banker](https://burkecpa.com/insights/seven-steps-for-the-proper-care-feeding-of-your-banker/) - In the competitive world of other people's money, it's a requirement that business owners treat their banker as a critical member of their growth team.
- [How Business Owners Increase and Maintain Market Value](https://burkecpa.com/insights/how-business-owners-increase-and-maintain-market-value/) - An NFL prospect’s value is determined by his potential to help his prospective team win. Similarly, your company’s value is determined by the potential and predictability of its cash flow. The more potential and more predictable the cash flow, the larger the multiple of cash flow a buyer will pay for your company. Sometimes, but
- [How business owners can master their financial statements](https://burkecpa.com/insights/how-business-owners-can-master-their-financial-statements/) - Reading and interpreting financial statements can be a daunting task for the spread-too-thin business owner. Here are a few steps to get you started.
- [How to use social media during the holiday down time](https://burkecpa.com/insights/how-to-use-social-media-during-the-holiday-down-time/) - Even though your prospects may disconnect from the day-to-day emails and calls during the holidays, their social media accounts remain alive and active.
- [6 Strategies for Recruiting Top Talent](https://burkecpa.com/insights/6-strategies-for-recruiting-top-talent/) - Today's best business leaders instinctively know that recruiting must be part of the strategic plan. Here are six steps to making it so for your business.
- [Fraud: Do You Know It When You See It?](https://burkecpa.com/insights/fraud-do-you-know-it-when-you-see-it/) - The subject of employee fraud is a delicate one. Vigilance requires an investment of time and money in return for an uncertain payoff.
- [Either You Have It, or You Don't](https://burkecpa.com/insights/either-you-have-it-or-you-dont-20/) - Business owners planning for a successful future should always begin by identifying and understanding their primary objectives for themselves, their families, their ownership and their businesses.
- [Taxes you know (and didn't know) you have to pay](https://burkecpa.com/insights/taxes-you-know-and-didnt-know-you-have-to-pay/) - As Americans, we pay many taxes, some during tax season and others throughout the year. Here's your list of the taxes you're responsible for.
- [It's time to retire the annual performance review](https://burkecpa.com/insights/its-time-to-retire-the-annual-performance-review/) - There are many reasons the annual performance review is a ridiculous remnant of 1940’s management philosophy. Here's how to manage your managers better.
- [So You’re Never Leaving… Got A Plan For That?](https://burkecpa.com/insights/so-youre-never-leaving-got-a-plan-for-that/) - Exit planning begins when owners understand their ultimate objectives and what they have to do to pursue them. Discovery your exit plan today.
- [Year-End Tax Planning: Are You Reactive or Proactive?](https://burkecpa.com/insights/year-end-tax-planning-are-you-reactive-or-proactive/) - If you're conducting your final year-end tax planning now, ask yourself one question: Are you proactive or reactive?
- [What to Expect from Your Year-Ending Board Meeting](https://burkecpa.com/insights/what-to-expect-from-your-year-ending-board-meeting/) - It's the end of the year, which means you're about to manage your fiscal year-end board meeting. Here's what you should expect.
- [Start a Business in 2016](https://burkecpa.com/insights/start-a-business-in-2016/) - Welcome to 2016. Why not make a resolution to take that great idea, start a business and work for yourself this year?
- [What Does Your Business Value Tell You?](https://burkecpa.com/insights/what-does-your-business-value-tell-you/) - Today's business owner can create business value faster when they know their company's estimated value up front. Here's why.
- [Employee Incentive Plan and Bonuses: What's the Point?](https://burkecpa.com/insights/employee-incentive-plan-and-bonuses/) - The purpose of installing an employee incentive plan bonus plan is to motivate them to help you pursue your goals, create value, and grow your business.
- [Succession Planning Your Advisor Team Will Love](https://burkecpa.com/insights/succession-planning-your-advisor-team-will-love/) - Succession planning is never easy. If you plan to keep the business in the family, ensuring a proper succeeding plan is necessary for your company's future.
- [Looking for Financial Clues to your Exit Readiness](https://burkecpa.com/insights/looking-for-financial-clues-to-your-exit-readiness/) - Looking to sell your business? What's your exit readiness look like? We'll help you discover the clues to exit readiness to help you get the best value.
- [Characteristics of Bonus Incentive Plans](https://burkecpa.com/insights/characteristics-of-bonus-incentive-plans/) - To retain key employees, the best business owners install Employee Incentive Plans that motivate them to stay. Here are the four keys to success.
- [What To Expect From A Buyer](https://burkecpa.com/insights/what-to-expect-from-a-buyer/) - We know what it takes to be a well-prepared seller, but what about a well-prepared buyer? What does one look like and why, as a seller, should you care?
- [Death And Taxes vs. Wealth Preservation - The Final Exit Planning Contest](https://burkecpa.com/insights/death-taxes-vs-preserving-wealth-final-exit-planning-contest/) - Wealth preservation planning can’t help any of us cheat death, but it can help business owners to avoid taxes and achieve financial security. Read on.
- [Value Drivers Don’t Grow On Trees… Or Do They?](https://burkecpa.com/insights/value-drivers-dont-grow-trees/) - If you plan to sell your business someday, focus on the value drivers inherent in your company. What would you want in an acquisition?
- [Exit Your Business Without Leaving It](https://burkecpa.com/insights/exit-business-without-leaving/) - How do you exit your business without really leaving? Engage in exit planning as if you were.
- [Navigating the Choppy Waters of a Sale to a Third Party](https://burkecpa.com/insights/sale-to-a-third-party/) - If there was ever a time to stay focused on your company, the negotiation period during a sale to a third party is it. Here are several ways a transaction intermediary can bring value to your company.
- [Is Exit Planning Worth the Time and Money?](https://burkecpa.com/insights/exit-planning-worth-time-money/) - Good Exit Planning can be the difference between a successful transition and a complete departure from owner’s goals. Are you investing appropriately?
- [Why Exit Planning? Why Now?](https://burkecpa.com/insights/exit-planning-now/) - You've got enough happening in your business, so why exit planning? Planning today can help you react appropriately to market shifts over time, making your company more valuable to a buyer.
- [First Things First: Prioritize Your Objectives](https://burkecpa.com/insights/first-things-first-prioritize-objectives/) - When it comes to Exit Planning, unless you set and prioritize your objectives, you may have too many, too few, or they might conflict—but in any case, you won't make much headway.
- [Knowing Business Value is a Very Good Place to Start](https://burkecpa.com/insights/knowing-business-value-good-place-start/) - Buyers don’t spend money on things they don’t need. So why estimate your company’s value if you don’t expect to leave for several or many years?
- [Exits Are Inevitable, Failure Is Not: Planning a Successful Exit](https://burkecpa.com/insights/exits-are-inevitable-failure-is-not-planning-a-successful-exit/) - Designing a comprehensive, successful Exit Plan can be the difference between liquidating your company and selling/transferring it for millions of dollars.
- [Building Value is the Win-Win-Win of Exit Planning](https://burkecpa.com/insights/building-value-win-win-win-exit-planning/) - At some level, all owners understand that they will someday leave the businesses they have created. Buyers pay for business value, not for the departing owner.
- [What Is Your Business Really Worth?](https://burkecpa.com/insights/business-really-worth/) - For many owners, the answer to one question determines whether they can leave their companies: “How much money will I get when I sell?”
- [Sticking a Toe (or Two) in the Exit Planning Pool](https://burkecpa.com/insights/sticking-toe-two-exit-planning-pool/) - Let's dismantle the most common objections business owners have to undertaking the Exit Planning needed to leave their companies successfully.
- [The Impact of Value Drivers on Sale Price](https://burkecpa.com/insights/impact-value-drivers-sale-price/) - It can be difficult or frustrating to know that building business value is a frequent topic of discussion, but actually building value is sometimes easier said than done.
- [Are You and Your Company Candidates for a Third Party Sale?](https://burkecpa.com/insights/company-candidates-third-party-sale/) - Whether your company is small or large, selling it to a third party is the biggest challenge—and opportunity— of your business life.
- [Elements of a Plan to Sell to Insiders](https://burkecpa.com/insights/elements-plan-sell-insiders/) - These 10 elements of selling to insiders can help make any inside transfer successful.
- [Avoiding Disasters in Inside Ownership Transfers](https://burkecpa.com/insights/avoiding-disasters-inside-ownership-transfers/) - If you think that an inside ownership transfer your business to your children or management team is inherently risky, you're right.
- [The Essential Business Agreement: A Business-Continuity Agreement Among Owners](https://burkecpa.com/insights/essential-business-agreement-business-continuity-agreement-among-owners/) - If you co-own your business, the business-continuity agreement (or buy-sell agreement) is one of the most important documents that you will sign.
- [Fully invest in your business this year with new tax strategies](https://burkecpa.com/insights/fully-invest-in-your-business-this-year-with-new-tax-strategies/) - The 2015 Tax Extenders Bill has given business owners new predictability in the tax code and has given you the opportunity to hone your tax strategies.
- [Preparing for the Worst: Business-Continuity Planning for Sole Owners](https://burkecpa.com/insights/preparing-worst-business-continuity-planning-sole-owners/) - Business-continuity planning is vitally important to owners’ companies and families. Without a well-considered business survival plan, the consequences for owners’ employees, customers, and, most importantly, family and estate can be dire.
- [Maintain Control, Save on Taxes, and Set Fair Value Using a Buy-Sell Agreement](https://burkecpa.com/insights/maintain-control-save-taxes-set-fair-value-using-buy-sell-agreement/) - Don't wait until you're ready to transfer your business to create an air-tight buy-sell agreement.
- [Business Continuity Planning for Co-Owners](https://burkecpa.com/insights/business-continuity-planning-co-owners/) - Remember: One day, you will leave your business.
- [Which Comes First? Estate Planning or Exit Planning?](https://burkecpa.com/insights/comes-first-estate-planning-exit-planning/) - Exit Planning and Estate Planning have the same general goals. Once owners see that the two processes share the same goals, they can leverage the time and money they spend developing their Exit Plans into the design of their estate plans.
- [Is your business budget process like Groundhog Day or 2001: A Space Odyssey?](https://burkecpa.com/insights/business-budget-process-like-groundhog-day-2001-space-odyssey/) - When planning next year’s budget, look to the future and never dwell on the past. Good strategy requires good numbers—it’s just that simple. It’s impossible to look at the big picture without making reasonable assumptions about where, how, and when cash will be coming in, and where, how, and when cash will be required. That’s
- [Hamilton County Sales Tax Rate Increases October 2nd](https://burkecpa.com/insights/hamilton-county-sales-tax-rate-increases-october-2nd/) - Attention: Effective October 1, 2020 Hamilton County sales tax will increase from 7.0% to 7.8%. This Spring Issue 7, a major transportation levy to boost bus service and infrastructure spending, was narrowly passed that increased the sales tax in Hamilton County from 7.0% to 7.8%. In conjunction with this increase in sales tax is a
- [Why All Successful Entrepreneurs Have MBAs: Mentors, Believers, Advocates](https://burkecpa.com/insights/why-all-successful-entrepreneurs-have-mbas-mentors-believers-advocates/) - There’s no such thing as a “self-made” business owner. The mere notion of the self-made man — someone who came from nothing, had a big idea, exploited it entirely on his own, and now has it all — is mostly an American myth. Sure, successful entrepreneurs and business owners are smart, opportunistic, perceptive, and adept
- [Colin Jordan Review: Patrick Burke — The 10 Biggest Business Mistakes](https://burkecpa.com/insights/colin-jordan-review-patrick-burke-the-10-biggest-business-mistakes/) - Patrick Burke’s new book is that rare case of simultaneously in-fashion and individualistic. Burke may be a self-professed ‘serial entrepreneur’, CPA, and lawyer — specifically the managing partner of Cincinnati-based firm Burke CPAs & Advisors — but communicatively he remains a straight-talking man of the people. The result makes you respect him two-fold, both as
- [Goodreads.com-Alexander's Reviews](https://burkecpa.com/insights/goodreads-com-alexanders-reviews/) - In his biography, Patrick Burke is described amongst other prestigious titles as a ‘serial entrepreneur’, and this kind of appropriately streetwise, chic-scrappy practicalness is reinforced by the specificity and decidedly un-flowery rhetoric in his new book. If its title is any indicator, The 10 Biggest Business Mistakes and How to Avoid Them is concise, to-the-point,
- [thehollywooddigest.com Review: The 10 Biggest Business Mistakes and How to Avoid Them](https://burkecpa.com/insights/thehollywooddigest-com-review-the-10-biggest-business-mistakes-and-how-to-avoid-them/) - Patrick Burke is the man. His new book, The 10 Biggest Business Mistakes and How to Avoid Them, is exceptional not only in presenting dense, expansive conceptual analyses of the pros and cons of navigating the entrepreneurial corporate jungle, but also serves as a cautionary roadmap concerning which cons specifically to avoid and that specifically are
- [The Magic Pen Review: The10 Biggest Business Mistakes and How to Avoid Them](https://burkecpa.com/insights/the-magic-pen-review-the10-biggest-business-mistakes-and-how-to-avoid-them/) - Patrick Burke couldn’t give a blank about sounding the part. He talks to you – the reader – like a peer, a guy at the local bar, within the pages of his new book, The 10 Biggest Business Mistakes and How to Avoid Them. There’s no messing around. Burke means business, and he’s going to tell
- [Medium.com Interview: Patrick Burke Of Concentric Wealth Management](https://burkecpa.com/insights/medium-com-interview-patrick-burke-of-concentric-wealth-management/) - Being a founder, entrepreneur, or a business owner can have many exciting and thrilling moments. But it is also punctuated with periods of doubt, slump, and anxiety. So how does one successfully and healthily ride the highs and lows of Entrepreneurship? In this series, called “How To Successfully Ride The Emotional Highs & Lows Of
- [Thriveglobal.com Interview: Patrick Burke Of Concentric Wealth Management](https://burkecpa.com/insights/thriveglobal-com-interview-patrick-burke-of-concentric-wealth-management/) - Thank you so much for joining us in this interview series! Before we dive in, our readers would love to “get to know you” a bit better. Can you tell us a bit about your ‘backstory’ and how you got started? I started my own accounting firm at the ripe old age of 28. I
- [Grit Daily Interview: Patrick Burke Has Advised 200 Startups and Has Some Thoughts to Share](https://burkecpa.com/insights/grit-daily-interview-patrick-burke-has-advised-200-startups-and-has-some-thoughts-to-share/) - Patrick Burke is a managing partner at both Burke CPAs & Advisors and Concentric Wealth Management, a member of two corporate boards, and a lifelong entrepreneur who has, over the course of his career, advised more than 200 startups. His latest book (he has written several), The 10 Biggest Business Mistakes And How to Avoid Them, is an
- [Business Bookshelf Podcast: Patrick Burke](https://burkecpa.com/insights/business-bookshelf-podcast-patrick-burke/) - Episode 152 of the Business Bookshelf podcast - Patrick Burke - Author of "The 10 Biggest Business Mistakes: And How To Avoid Them". Patrick is the managing partner of Burke CPAs & Advisors, a firm he founded in 1984. Burke is a respected expert in business acquisitions and sales, deal structuring, value building, and succession
- [Enterprise Radio: Patrick Burke](https://burkecpa.com/insights/enterprise-radio-patrick-burke/) - https://epodcastnetwork.com/?powerpress_embed=54226-podcast&powerpress_player=mediaelement-audio Patrick Burke, Managing Partner of Burke CPAs & Advisors and Concentric Wealth Management and author if his new book “The 10 Biggest Business Mistakes And How to Avoid Them” joins Enterprise Radio. Listen to host Eric Dye & guest Patrick Burke discuss the following: What qualifies you to write this book? Who should read this book? What is
- [The Bizgnus Podcast: The Mistakes that kill a Business](https://burkecpa.com/insights/the-bizgnus-podcast-the-mistakes-that-kill-a-business/) - Patrick Burke, who has advised more than 200 successful start-ups as well as mergers, acquisitions, and other business deals, has s seen a lot -- including a lot of mistakes. He’s the managing partner of Cincinnati, Ohio-based CPAs & Advisors and Concentric Wealth Management and joins us to talk about some of the biggest mistakes
- [The Burden of Command Podcast: Patrick Burke](https://burkecpa.com/insights/leadershipphalanx-com-podcast-with-patrick-burke/) - https://anchor.fm/tboc/episodes/133---Business-Mistakes-W-Patrick-Burke-e16pgs0/a-a6f41ho Patrick Burke is the Managing Partner of Burke CPAs & Advisors and Concentric Wealth Management. Passionate about helping entrepreneurs start, grow, manage, and build valuable businesses, he has advised more than 200 successful start-ups and is an expert across multiple disciplines including mergers and acquisitions, business financing, and deal structuring. He’s on the Board
- [Growth Amplifiers Podcast: Patrick Burke](https://burkecpa.com/insights/growth-amplifiers-podcast-patrick-burke/) - Patrick Burke is the Managing Partner of Burke CPAs & Advisors and Concentric Wealth Management. Passionate about helping entrepreneurs start, grow, manage, and build valuable businesses, he has advised more than 200 successful start-ups, and is an expert across multiple disciplines including mergers and acquisitions, business financing, and deal structuring. He’s on the Board of
- [Client Success Story: New Housing Ohio, Inc.](https://burkecpa.com/insights/client-success-story-new-housing-ohio-inc/) - At Burke CPAs & Advisors, we pride ourselves on helping our clients thrive not only professionally and financially, but also in their communities. It is incredible to see the passion and arduous work that our clients put into their business each day. With day-to-day activities companies are reliant upon their employees, however, they are also
- [It's Raining Great People - Is your Business Holding an Umbrella or a Funnel?](https://burkecpa.com/insights/its-raining-great-people-is-your-business-holding-an-umbrella-or-a-funnel/) - There’s a war for talent going on out there. Are you collecting the spoils of the war, or are you taking casualties? Today, in February of 2022, there are 11 million open jobs in the US. That’s two open jobs for every worker available to hire. And that’s why your job openings are taking longer
- [Social Security: The Elephant in the Room](https://burkecpa.com/insights/social-security-the-elephant-in-the-room/) - For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of "FICA" and "OASDI" (Federal Insurance Contributions Act and Old Age, Survivors and Disability Insurance). It hinted at a future that seemed both intangible and far away. Yet, many Americans now sit on the cusp of
- [The Benefits of Digitizing Your Accounts Receivable Process](https://burkecpa.com/insights/the-benefits-of-digitizing-your-accounts-receivable-process/) - How does your current Accounts Receivable Process work? How much time is spent printing and mailing invoices to each customer? How about cash application? Are you receiving customer checks in the mail, manually logging them, and then manually applying each to the customer’s account? These processes are time-consuming, labor-intensive, and error-prone. A significant portion of
- [Securing Your Systems](https://burkecpa.com/insights/securing-your-systems/) - Cyberattacks will continue. In fact, federal security agencies recently issued warnings to businesses and other organizations to improve defenses against possible Russian-sponsored cyberattacks, especially given the rise in tensions between Ukraine and Russia. The agencies are recommending that organizations should:• Ensure all system updates and patches have been installed on software to minimize vulnerabilities• Require
- [New Year, New Limits](https://burkecpa.com/insights/new-year-new-limits/) - In October, the IRS issued the maximum benefit and contribution limits for 2022. The good news is that most of the dollar limits increased! The Annual Covered Compensation Limit is the maximum compensation used when performing the annual compliance testing (non-discrimination testing, the General Test, etc.). The Annual Contribution Limit for Defined Contribution Plans has
- [So, You Qualified for the ERC (employee retention credit) Credit, Great! You Might Be Wondering: What Should I Expect Now?](https://burkecpa.com/insights/so-you-qualified-for-the-erc-employee-retention-credit-credit-great-you-might-be-wondering-what-should-i-expect-now/) - We have assisted many of our clients with claiming the Employee Retention Credit (“ERC”). The ERC is a government stimulus program designed to help small businesses that were able to retain their employees during the Covid-19 pandemic. Qualifying businesses that experienced the requisite drop in gross receipts are able to claim a refund on qualified
- [Burke & Schindler, PLL merges with Richmond, Indiana CPA Firm](https://burkecpa.com/insights/burke-schindler-pll-merges-with-richmond-indiana-cpa-firm/) - Cincinnati July 1, 2022 – Burke & Schindler, PLL a Cincinnati-based regional CPA firm, founded in 1984 and provider of tax, accounting, business advisory, HR and Staffing, and Wealth Management services, has merged with the Richmond, Indiana CPA firm of Gillam & Zetzl. Gillam & Zetzl (“G&Z”) was formed in 2001 as a result of
- [Cash is King! The Rolling 13-Week Cash Flow Forecast.](https://burkecpa.com/insights/cash-is-king-the-rolling-13-week-cash-flow-forecast/) - Profits are great, but cash is king! You may have heard this colloquial phrase used when analyzing businesses. It refers to the importance of cash flow in the overall fiscal health of a business. Many owners ask how it is possible that my revenues are up, my margins are up, and operating expenses are in
- [Client Success Story](https://burkecpa.com/insights/client-success-story/) - Rick and Lilah Reichley, owners of Rallar Enterprises, Inc., exemplify entrepreneurs hard work and dedication. They are owners of four Hallmark Gold Crown stores serving the greater Cincinnati / Dayton area, for over 20 years. With locations in Liberty Township, Fairfield, Centerville and Beavercreek, Reichley’s Hallmarks are conveniently located to serve you for any of
- [Why I am in a band?](https://burkecpa.com/insights/why-i-am-in-a-band/) - Clearly, it is unusual for a 66-year-old CPA to play drums in a bar band. Along with my friend and bass player, Jeff Strout, I have held down the rhythm section for the Bourbon Brothers band for eight years. Although disclosing this fact is a great icebreaker at parties, and even when meeting new clients,
- [A Roadmap From Good To Great](https://burkecpa.com/insights/a-roadmap-from-good-to-great/) - If you’ve ever said, “We need better employees,” you’re in good company – which really means you’re in bad company. Most employers are suffering through an epidemic of employee mediocrity. And yet some companies have no problem attracting great talent. Why is that? Like cream rising to the top, great employees often find a path
- [How will working affect social security benefits?](https://burkecpa.com/insights/how-will-working-affect-social-security-benefits/) - In a recent survey, 70% of current workers stated they plan to work for pay after retiring. That possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key concepts: full retirement age, the earnings test, and taxable benefits. FULL RETIREMENT AGE Most
- [Secure 2.0 Act of 2022 Key Takeaways](https://burkecpa.com/insights/secure-2-0-act-of-2022-key-takeaways/) - The SECURE 2.0 Act of 2022 was signed into law on December 29, 2022. It expands coverage and simplifies retirement plan rules. Learn about the key takeaways.
- [Client Success Story: VSWC Architects](https://burkecpa.com/insights/client-success-story-2/) - Burke & Schindler is honored to service VSWC Architects Inc. and look forward to growing with them for many years to come.
- [Is It Time - When to Exit Your Business?](https://burkecpa.com/insights/is-it-time-when-to-exit-your-business/) - Have you been thinking about sitting on a beach in Cabo, or playing golf at Whistling Straits, or spending more time with family. Maybe all three. You invested substantial financial resources, including time away from your family building your business. Is it time to take that next step? Is it time to EXIT? Your family-owned
- [Scammer Alert: Employers Beware!](https://burkecpa.com/insights/scammer-alert-employers-beware/) - The Employee Retention Credit (ERC) was intended to help ease the burden on businesses during the Covid-19 Pandemic. Learn how to avoid scammers.
- [Help Wanted](https://burkecpa.com/insights/help-wanted/) - It's a challenging time to be an employer. Here are some tips for small business owners who are facing hiring challenges.
- [Countdown to College](https://burkecpa.com/insights/countdown-to-college/) - Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way-starting in the first year of high school.
- [U.S. DOL Releases New Overtime Rule – Effective 7/1/2024](https://burkecpa.com/insights/u-s-dol-releases-new-overtime-rule-effective-7-1-2024/) - Burke CPAs & Advisors provides an explanation of the DOL's new overtime rule to be classified as an exempt employee, and how this change impacts employers.
- [Navigating the Diverse World of Business Structures](https://burkecpa.com/insights/navigating-the-diverse-world-of-business-structures/) - Over my career, I’ve had the opportunity and pleasure of working with hundreds of businesses. What is no surprise is that no two businesses are the same. When our firm discusses with owners about their business and its unique needs, we often discuss the business structure to make sure that it is set up for
- [Kentucky Tax Deadline Extended to November 3](https://burkecpa.com/insights/kentucky-tax-deadline-extended-to-november-3/) - New deadline: November 3, 2025 Due to the severe storms, flooding, and landslides in February 2025, the new tax deadline for ALL Kentucky Residents for the 2024 Federal and Kentucky State returns is November 3, 2025. Federal and Kentucky Individual income tax returnsThe usual April 15, 2025, deadline for 2024 individual tax returns is now
- [Mastering Your Money: 7 Budgeting Tips from a Professional Bookkeeper](https://burkecpa.com/insights/mastering-your-money-7-budgeting-tips-from-a-professional-bookkeeper/) - Learn proven budgeting tips from a professional bookkeeper to improve personal and business finances. Start building smarter money habits today.
- [Major Tax Bill Passed: What It Means for You](https://burkecpa.com/insights/major-tax-bill-passed-what-it-means-for-you/) - This new Tax Bill introduces sweeping and lasting changes with broad implications. We recognize that these reforms bring both opportunities and complexities.
- [Client Spotlight: Advent Media Group](https://burkecpa.com/insights/client-spotlight-advent-media-group/) - Advent Media Group, a Cincinnati-based boutique marketing agency, comprises a small yet talented team of individuals. AMG works diligently with clients to craft editorial-style advertisements in national magazines such as Forbes, Fortune, Architectural Digest, and Good Housekeeping. From sales representatives to project managers, the team brings the best in customer service to each client, ensuring
- [Tax Credit Opportunity](https://burkecpa.com/insights/tax-credit-opportunity/) - Kentucky Small Businesses Do you have a Kentucky business with 50 or fewer full-time employees? Have you purchased over $5,000 in equipment or technology? You may be eligible for substantial tax credits just by doing something you probably already are… growing! The Kentucky Small Business Tax Credit offers between $3,500 and $25,000 per year for
- [PCI Compliance: What it means for your Business](https://burkecpa.com/insights/pci-compliance-what-it-means-for-your-business/) - What Is PCI Compliance? The Payment Card Industry Data Security Standard (PCI DSS) is a set of security standards developed by the major credit card companies (Visa, Mastercard, Discover, and American Express) and governed by the PCI Security Standards Council (PCI SSC). The goal is simple: ensure that all companies that process, store, or transmit
- [401(k) Auto-Enrollment: Turning compliance into a competitive edge](https://burkecpa.com/insights/401k-auto-enrollment-turning-compliance-into-a-competitive-edge/) - Now, most new 401(k) plans will include auto-enrollment as a built-in feature. If you need help navigating or making sense of the new rules, we’re here to help.
- [Understanding the Tax Implications of a Side Hustle: What You Need to Know](https://burkecpa.com/insights/understanding-the-tax-implications-of-a-side-hustle-what-you-need-to-know/) - Learn how side hustle income impacts your taxes. Burke CPA & Advisors explains self-employment tax, deductions, reporting, and tips to avoid surprises.
- [Federal Payments Moving to Electronic Only: What It Means for You](https://burkecpa.com/insights/federal-payments-moving-to-electronic-only-what-it-means-for-you/) - On March 25, 2025, President Trump signed Executive Order 14247 titled “Modernizing Payments to and from America’s Bank Account.” This executive order mandates the federal government discontinue the use of paper checks and transition entirely to electronic payments by September 30, 2025. This change represents one of the most significant updates to federal payment systems
- [Can a Company Ever Grow Too Fast Too Soon?](https://burkecpa.com/insights/can-a-company-ever-grow-too-fast-too-soon/) - Every business owner dreams of growth. More clients, bigger contracts, and increased revenue all signal success. But is there a point where growth becomes risky? Can a company actually grow too fast, too soon? At Burke CPA & Advisors, we’ve seen firsthand how unbridled expansion can strain resources, create financial vulnerabilities, and jeopardize long-term success.
- [Employee Gifts and Holiday Parties: What Is and Isn’t Tax Deductible?](https://burkecpa.com/insights/employee-gifts-and-holiday-parties-what-is-and-isnt-tax-deductible/) - The holiday season is a time for celebration, appreciation, and, if you’re a business owner, essential tax planning. Whether you’re hosting a festive holiday party or handing out thoughtful employee gifts, knowing what the IRS allows you to deduct can make a big difference when tax season rolls around. At Burke CPA and Advisors, we
- [Burke CPAs & Advisors Acquisition of Schwartzel & Co. LLC](https://burkecpa.com/insights/burke-cpas-advisors-acquisition-of-schwartzel-co-llc/) - Burke CPAs & Advisors is pleased to announce the completion of its merger with Schwartzel & Co. LLC.

## Pages

- [Home](https://burkecpa.com/) - Launch Strategies for starting and financing your business. Learn more Manage Proven techniques to ensure your business thrives. Learn more Grow Implement a dynamic strategic growth plan. Learn more Exit Succession planning and selling your business at the top. Learn more Tax & Accounting Customized financial solutions and tailored tax
- [Our Team](https://burkecpa.com/our-team/) - Cincinnati Office Richmond Office
- [Make a Payment](https://burkecpa.com/billing/) - Pay Your Invoice—Quickly and Securely Paying your invoice is quick and secure through our office-specific payment portals. We accept debit cards, credit cards, and ACH payments. To ensure accurate processing, please select the office associated with your engagement and have your invoice number ready before continuing. Please note that a 3% surcharge applies to credit
- [Careers](https://burkecpa.com/careers/) - Excel at work. Enjoy Life. We know you are looking for more than just a job. You’re looking to build a career – to do meaningful work, to continually learn and grow, to be part of a successful company with great coworkers, and to enjoy your life. Burke CPAs & Advisors offers all this and
- [Tax & Accounting](https://burkecpa.com/tax-accounting/) - Trust In Us To Be Your Tax and Accounting Coach. At Burke CPAs & Advisors, accounting, taxes, and risk management have been our bread and butter since day one. It’s where we got started. It’s where we learned the ins and outs of running a successful business. Our advisors offer a wealth of experience in
- [Business Consulting](https://burkecpa.com/business-consulting/) - Best-Practice Business Management Techniques for Individuals and Businesses. At Burke CPAs & Advisors, we know that most business strategies are based on numbers. These numbers interact with hundreds of variables to determine their P&L impact. Because we’re a group of experienced strategists, accountants, and all-around business growers, we know the numbers. Our team has a
- [Grow](https://burkecpa.com/specialties/grow/) - Proven Leadership & Management Techniques To Help Your Business Thrive. Over the course of more than 40 years, we at Burke CPAs & Advisors have been asked frequently how to best grow a business. If you’re asking that question today, you’ve come to the right place. Finding, attracting, and retaining top talent doesn’t happen by accident.
- [Manage](https://burkecpa.com/specialties/manage/) - Implement A Strategic Growth Plan That’s Appropriate For Your Business. Look inward and ask yourself what exactly are you looking for? The answer is easy. You’re looking for a sustainable, competitive advantage. Without this, you’re likely competing strictly on price. The big question to be answered is, “What does your company do that your competitors
- [Contact Us](https://burkecpa.com/contact-us/) - At Burke CPAs & Advisors, our goal is to help you grow your business. Whether you need assistance with your accounting or taxes, services to manage your wealth, or help to get your new company off the ground, the strategic advisors at Burke CPAs & Advisors are here for you. Contact us today. Cincinnati Office
- [Privacy Policy](https://burkecpa.com/privacy-policy/) - This Privacy Policy governs the manner in which Burke CPAs & Advisors collects, uses, maintains and discloses information collected from users (each, a “User”) of the https://www.burkecpa.com website (“Site”). PERSONAL IDENTIFICATION INFORMATION We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our site, fill out a
- [Middle](https://burkecpa.com/accelerate-quiz/middle/) - Your Score: Your score indicates that your company’s success is partly dependent upon you. To truly supercharge your business, you need to further uncouple your company’s success from your personal talents, continued involvement in every aspect of your business, and ongoing desire to succeed. Let us help your business and team thrive. Burke CPAs
- [Low](https://burkecpa.com/accelerate-quiz/low/) - Your Score: Your score indicates that your company’s success is dependent upon you. Your talents continued involvement in every aspect of your business, and an ongoing desire to succeed is what is making your company successful. Let us help your business and team thrive. Burke CPAs & Advisors' business management experts can help you take
- [High](https://burkecpa.com/accelerate-quiz/high/) - Your Score: [urlparam param="score" default="" /] Send us your resume! Your score indicates that your company is balanced and not overly reliant on your personal talents, continued involvement in every aspect of your business, and ongoing desire to succeed. Now that your company is balanced, how can you further grow your profits and company value?
- [Accelerate Quiz](https://burkecpa.com/accelerate-quiz/)
- [10 Business Mistakes](https://burkecpa.com/10-business-mistakes/) - HOW TO AVOID THE BIGGEST BUSINESS MISTAKES Purchase Today Request Consultation The 10 Biggest Business Mistakes: And How To Avoid Them Although experience is the best teacher, it's also the most costly. Learning business lessons the hard way, through your own mistakes, often results in significant downturns or even failure. Business success doesn't require a
- [Contact Us Confirmation](https://burkecpa.com/contact-us/contact-us-confirmation/) - Thank you for contacting Burke CPAs & Advisors, a team member will contact you soon.
- [Our Story](https://burkecpa.com/our-story/) - Helping businesses grow and prosper for over 30 years. Formed in 1984, Burke CPAs & Advisors is a leading regional Cincinnati-based business consulting, accounting, and tax and wealth planning firm with clients in all 50 states as well as Europe and Asia. Our advisors come from a wide array of diverse backgrounds and experiences including some
- [Wealth Management](https://burkecpa.com/wealth-management/) - Ensuring Your Assets Are in Financial Shape Before And After Retirement. According to Patrick Burke’s book Exit Velocity, when the day comes that you finally decide to retire, there is a number, a financial figure that you likely have in mind. A number that results in zero financial worries for the rest of your life—if
- [HR & Staffing](https://burkecpa.com/hr-staffing/) - Helping You Find The Right High Performers And Problem Solvers. Did you know that Burke CPAs & Advisors has one of the lowest employee turnover rates of any similar-sized professional advisory services firm in the Midwest? That’s because we’re experts at talent management. We’ve added an Organization, Assemble, and Retention team to our consultancy, and are
- [Exit](https://burkecpa.com/specialties/exit/) - Prepare A Proper Exit Strategy For The Next Generation. At some point as a business owner—a moment will arrive when you decide to either sell your company to a third party or transfer it to a family member. To sell for a high value, you must first create a business with durable value. You need
- [Launch](https://burkecpa.com/specialties/launch/) - Helping You Start and Finance Your Business The Right Way. There are six business assets that entrepreneurs must finance with their new business capital. They are inventory, accounts receivable, equipment, building, goodwill/customer list, and intellectual property. All six are essential to starting a successful business. At Burke CPAs & Advisors, we’ll help individuals and businesses
- [Specialties](https://burkecpa.com/specialties/) - We May Know A Lot About Finances. But We Also Know How to Help Run Your Business. At Burke CPAs & Advisors, we started off with a simple goal. Helping businesses and individuals with their finances, taxes and accounting. But, just like all business, we’ve evolved, transformed, and grown. Now, you’ll find, we can do
- [October 2021 Market Update](https://burkecpa.com/october-2021-market-update/) - If you have any questions or market concerns, as always please give us a call. Diego VallotaConcentric Wealth Management513-338-0083dvallota@burkecpa.comhttp://www.concentricwealthmgmt.com
- [events](https://burkecpa.com/events/)
- [RSVP Confirmation](https://burkecpa.com/events/rsvp-confirmation/) - Thank you for registering. Please check your email to download the event to your calendar. We look forward to seeing you at the event.
- [RSVP for Book Discussion and Signing](https://burkecpa.com/events/rsvp-for-book-discussion-and-signing/) - Patrick Burke will be discussing and signing The 10 Biggest Business Mistakes and How to Avoid Them Join us for Pat Burke discussing and signing The 10 Biggest Business Mistakes and How to Avoid Them. Although experience is the best teacher, it's also the most costly. Learning business lessons the hard way, through your own mistakes,
- [Request Consultation](https://burkecpa.com/request-consultation/)
- [Sitemap](https://burkecpa.com/sitemap/)
- [Patrick Burke Books](https://burkecpa.com/patrick-burke-books/)

## Team

- [Brayden Wulfeck, CPA](https://burkecpa.com/team/brayden-wulfeck/) - Brayden joined Burke CPA and Advisors as a Senior Accountant in 2026. The Georgetown College grad holds bachelor's degrees in Accounting and Business Administration and is a licensed CPA in Kentucky with two years of industry experience. At Burke, Brayden focuses on accounting and audit. Brayden resides in Edgewood, Kentucky, where you'll find him cheering
- [Nicholas Niehaus, CPA, CFP®](https://burkecpa.com/team/nicholas-niehaus/) - Nick is a Tax Manager who joined Burke CPAs & Advisors in 2024. He provides tax expertise to various individual and business clients. Previously, Nick was a tax consultant at Pitcher, Enders & Drohan CPAs. He also completed an internship with Clark Schaefer Hackett while working toward his degree at Xavier University. Nick holds a
- [Megan Nolte](https://burkecpa.com/team/megan-nolte/) - Megan joined Burke CPA and Advisors as an administrative assistant in 2026. The Indiana University East grad (Bachelor's Degree in General Studies) also holds three associate degrees from Ivy Tech Community College in accounting, general studies, and business administration. Prior to joining Burke, Megan worked at Earlham College in Richmond, Indiana, serving in roles including
- [Cheryl Pemberton](https://burkecpa.com/team/cheryl-pemberton/)
- [Tara Murphy](https://burkecpa.com/team/tara-murphy/) - Tara Murphy joined Burke CPAs & Advisors in December as a Tax Accountant. She brings seven years of experience from the Internal Revenue Service, where she gained in-depth knowledge of tax processes and compliance practices. Tara is also Intuit Bookkeeping Certified. Tara is a graduate of Calvary Christian High School. She lives in Walton, Kentucky,
- [Alec Osborne](https://burkecpa.com/team/alec-osborne/) - Alec Osborne joined Burke CPAs & Advisors in November 2025 as an Accounting Manager. He brings 10 years of experience in the accounting industry, having worked at multiple public accounting firms where he developed a strong foundation in assurance services. Alec frequently supports clients in the restaurant and manufacturing sectors. Alec holds a bachelor’s degree
- [Jackson Barnes](https://burkecpa.com/team/jackson-barnes/) - Jackson Barnes joined Burke CPAs & Advisors in November 2025 as a Tax Senior. He has four years of experience in public accounting and tax services, having worked with a range of firms in both corporate and nonprofit sectors. His areas of focus include federal and state tax compliance, planning, and client advisory services. Jackson
- [Dylan Muse](https://burkecpa.com/team/dylan-muse/) - Dylan joined Burke CPA and Advisors as a senior tax accountant in 2026. The Ball State University grad (Bachelor of Science and Master of Science in Accounting) previously worked at RSM US LLP and Dauby, O'Connor & Zaleski, LLC, where he supported clients in real estate, technology, media, telecommunications, manufacturing, and financial services. At Burke, Dylan
- [Cameron Nocton](https://burkecpa.com/team/cameron-nocton/) - Cameron has been a tax accountant with Burke CPA and Advisors since the summer of 2026. The Indiana University East grad (Bachelor of Science in Accounting and Business Administration) first joined Burke as a tax intern before transitioning to his current full-time role. At Burke, Cameron focuses on tax preparation for individuals and businesses. Cameron
- [Isabella Shelton](https://burkecpa.com/team/isabella-shelton/) - Isabella joined Burke CPA and Advisors as a tax accountant in 2026. The Earlham College grad (Bachelor of Arts in Accounting) began her accounting career in 2022 at Gardner Rodgers and Associates in New Castle, Indiana. She then joined Burke CPA and Advisors as an intern in January 2026 before transitioning to her full-time role
- [Frank A. Schwartzel, CPA](https://burkecpa.com/team/frank-schwartzel/) - Frank Schwartzel joined Burke CPAs & Advisors in November 2025 as a Senior Manager. He brings over four decades of accounting and financial leadership experience, including roles as a CPA, executive, and business owner. Frank has led financial operations in both public accounting and private companies, with a focus on consulting for small to mid-sized
- [Pamela S. Louden, CPA](https://burkecpa.com/team/pam-conner/) - Pam Louden joined Burke CPAs & Advisors in 2006. She is a Certified Public Accountant licensed in both Ohio and Kentucky. Pam graduated from Northern Kentucky University with a Bachelor of Science degree in Accounting and a minor in Business Administration and German. For the past six years, Pam has proudly served as Treasurer of
- [Pat Burke, CPA](https://burkecpa.com/team/patrick-burke/) - Patrick Burke is the Managing Partner of Burke CPAs & Advisors and Concentric Wealth Management. Pat has a passion for helping entrepreneurs start, grow, manage, and build valuable businesses. He has advised more than 200 successful start-ups. Pat is a recognized expert across multiple disciplines including mergers and acquisitions, business financing, and deal structuring. Pat
- [Melanie Vaughn](https://burkecpa.com/team/melanie-vaughn/) - Melanie has been a Bookkeeper at Burke CPAs & Advisors since October 2024. She brings a diverse background in financial administration and business operations, including roles with Wayne County Government as Chief Deputy/Bookkeeper for the Clerk of Courts, extensive experience at Miami University in various administrative and accounting positions, and 25 years of hands-on experience
- [Dan Engelhardt](https://burkecpa.com/team/dan-engelhardt-2/) - Since 2013, Dan Engelhardt has been a senior associate at Burke CPAs & Advisors—assisting with talent acquisition, human resources, and tax consulting. Dan brings more than 17 years of experience to the company with previous stints at other top-name firms including Windes & McClaughry, Barnes Dennig, and Buschle & Fairbanks. Dedicated to serving clients and
- [Michael J. Capozzoli, CPA](https://burkecpa.com/team/mike-capozzoli/) - Michael J. Capozzoli has been a Senior Manager at Burke CPAs & Advisors since 2021, holding Certified Public Accountant licenses in both Florida and Ohio. A highly qualified, passionate, and goal-oriented CPA—Michael brings a rich blend of experience to helping and supporting business owners by evaluating their existing processes, procedures, and staff and offering technical
- [Matt Tarka](https://burkecpa.com/team/matt-tarka/)
- [Tashua Rhea Cole](https://burkecpa.com/team/tashua-rhea-cole/) - Tashua joined Burke CPAs & Advisors as an Office Manager in 2023. Although this is her first time working for a CPA firm, the Ivy Tech grad has more than 15+ years of office administration experience with firms spanning mortgages, orthopedics, pediatrics, and hospice. In her spare time, the married mother of two enjoys watching
- [Tim Doyle](https://burkecpa.com/team/tim-doyle/) - Tim joined Burke CPAs & Advisors as a Tax Accountant in 2024. A graduate of Northern Kentucky University with degrees in both Accounting and Finance, Tim provides tax and accounting services to his clients. He previously completed an internship with Burke CPAs & Advisors while in college. Tim currently resides in Cincinnati. Outside of work,
- [Lauren Byrd](https://burkecpa.com/team/lauren-byrd/) - Lauren joined Burke CPAs & Advisors in 2024 as an Administrative Assistant. She performs numerous office tasks including data entry, filing, and electronic records management. A graduate of Simon Kenton High School, Lauren is also a talented photographer who shoots weddings, engagements, and family sessions. She enjoys paddleboarding in the summer and skiing in the
- [Lauren Otto](https://burkecpa.com/team/lauren-otto/) - Lauren is a Senior Tax Accountant who joined Burke CPAs & Advisors in 2023. She focuses on providing tax and accounting services to small business clients. With ten years’ industry experience, Lauren has previously worked at PricewaterhouseCoopers and has also been self-employed. She holds a BBA in Accounting and an MS in Taxation, both from
- [John Borchers](https://burkecpa.com/team/john-borchers/) - John is a Staff Accountant who joined Burke CPAs & Advisors in 2024. He provides audit and accounting services to his clients. John has over 20 years of experience in accounting, finance, marketing, and sales. He was previously employed at DuBois Chemicals, Inc., DuBois Chemicals of Canada, SimpliCool Technologies International, and SolerCool Technologies. He has
- [Jake Burke, CPA](https://burkecpa.com/team/jake-burke/) - Jake Burke joined Burke CPAs & Advisors in 2009 as a Certified Public Accountant and brings more than 10 years of industry experience to the firm. Jake graduated from Xavier University with a Bachelor of Arts degree in Accounting. He received his Master’s in Business from Xavier University and Juris Doctorate from the University of
- [Tom Gady, CPA](https://burkecpa.com/team/tom-gady/) - Tom Gady joined Burke CPAs & Advisors in 2007 and is a Certified Public Accountant licensed in the State of Ohio. Tom graduated from the University of Cincinnati with a Bachelor of Business Administration degree. Prior to joining Burke, Tom served as a Chief Financial Officer in the Healthcare industry and spent the early part
- [Tony Gillam, CPA](https://burkecpa.com/team/tony-gillam/) - Anthony (Tony) Gillam Tony has been a senior manager with Burke CPAs & Advisors since 2022—when his firm, Gillam & Zetzl, merged with the company. The Indiana University grad has more than 38 years of industry experience and is a licensed CPA in Indiana. At Burke, he specializes in tax within the manufacturing, restaurant, and
- [Tiffany Mull, CPA](https://burkecpa.com/team/tiffany-mull/) - Tiffany has been a Certified Public Accountant with Burke CPAs & Advisors since 2022 when the company merged with Gillam & Zetzl. The Ball State University grad has more than 26 years industry experience and is a licensed CPA in Indiana. At Burke, she specializes in reviewing and preparing tax returns and financial statements for
- [Tyler Bick](https://burkecpa.com/team/tyler-bick/) - Tyler has been an Audit and Accounting Associate for Burke CPAs & Advisors since 2022. With primary experience in accounting and finance, the University of Cincinnati grad (bachelor's in business administration) focuses his talents within the restaurant and manufacturing industries. When he’s not helping his clients, you’ll find the Cincinnati (Bridgetown) resident cheering on his
- [Allison Steffen](https://burkecpa.com/team/allison-steffen/) - Allison Steffen is a Tax Senior at Burke CPAs & Advisors and has been with the company since 2016. A Northern Kentucky University graduate with a Bachelor’s and Master’s in accounting, Allison prepares and reviews tax returns for our wide array of clients ranging from businesses to individuals—always recommending customized tax strategies to help them
- [John Kemen, QKA](https://burkecpa.com/team/john-kemen/) - John started at Burke CPAs & Advisors in 2022 as a Staff Tax Accountant, with a focus on maintaining up-to-date cash flows, costs, and inventory for his clients. In 2023, John transitioned into the role of Retirement Plan Administration Manager to maintain relationships with institutional clients, as well as establishing, auditing, and filing 401(k) plans.
- [Dawn James, CPA](https://burkecpa.com/team/dawn-james-cpa/) - Dawn has been a Tax & Accounting Manager at Burke CPAs & Advisors since 2022. With more than 26 years in the industry, Dawn is a Certified Public Accountant in Indiana, with experience in both business and personal taxes. She is also responsible for compilations as well as the reviewing and auditing of not-for-profits and
- [Dylan Mosher](https://burkecpa.com/team/dylan-mosher/) - Dylan Mosher joined Burke CPAs & Advisors as a Tax Accountant in 2024. He focuses on tax preparation and compliance. A Thomas More University graduate with a BA in accountancy and a minor in business administration, Dylan is SSGI Lean Six Sigma Green Belt certified. He also earned his Volunteer Income Tax Assistance (VITA)/Tax Counseling

## COVID-19 & Important Updates

- [Tax Proposal Released](https://burkecpa.com/covid-19-important-updates/tax-proposal-released/) - The U.S. House of Representatives Ways and Means Committee (Committee) released its tax proposal (the Proposal). The Proposal will be considered as a part of the budget reconciliation bill to be negotiated by Congress in the coming days and weeks. 1. Raise the top marginal individual income tax rate to 39.6%. This rate would apply
- [IRS Extends 2021 Federal Tax Deadline](https://burkecpa.com/covid-19-important-updates/irs-extends-2021-federal-tax-deadline/) - The Internal Revenue Service (IRS) has extended the federal tax deadline for individuals from April 15, 2021, to May 17, 2021. Let's break down how this impacts tax filing for 2020: Individual Taxes: Individual taxpayers are now granted a one-month extension (from April 15 until May 17) to file 2020 federal tax returns and pay outstanding
- [2nd Round PPP Loans](https://burkecpa.com/covid-19-important-updates/2nd-round-ppp-loans/) - A new round of PPP loans became available on Monday, January 11, 2021, to select lenders and borrowers. These select lenders will only include community financial institutions and the businesses eligible to apply for a loan starting Monday are those seeking their first PPP loan. Congress passed an additional amount of $284 billion to be
- [1099-NEC and 1099-MISC Update](https://burkecpa.com/covid-19-important-updates/1099-nec-and-1099-misc-update/) - Recently, there have been some revisions to the reporting requirements for Form 1099’s. Beginning with the tax year 2020, the IRS will require taxpayers to report nonemployee compensation on Form 1099-NEC. In previous tax years, nonemployee compensation (NEC) was reported on Form 1099-MISC. In addition, the extension for all Form 1099’s was eliminated which means
- [PPP Loan Expenses Update](https://burkecpa.com/covid-19-important-updates/ppp-loan-expenses-update/) - On Sunday, December 27, President Trump signed H.R. 133 (Consolidated Appropriations Act, 2021) into law. The bill overrides the IRS’s position on previously issued guidance (Rev. Rul. 2020-27) for taxpayers that received PPP loan proceeds and paid or incurred otherwise deductible expenses related to that loan. PPP Loan Related Business Expenses are Tax DeductibleThe bill
- [COVID-19 2.0 Income Tax Relief Provisions](https://burkecpa.com/covid-19-important-updates/covid-19-2-0-income-tax-relief-provisions/) - On Sunday, December 27, President Trump signed H.R. 133 (Consolidated Appropriations Act, 2021) into law. Highlighted below are some of the new income tax provisions included in the bill that may impact you or your business. Economic Impact PaymentsAs part of the new COVID-19 relief bill, Congress will provide a second round of stimulus payments.
- [PPP Funds Expense Treatment](https://burkecpa.com/covid-19-important-updates/ppp-funds-expense-treatment/) - On Wednesday November 18, The IRS issued guidance (Rev. Rul. 2020-27) on how to treat expenses paid for by the PPP funds. Previously, it had been up in the air on whether the expenses paid for by PPP funds would be non-deductible in the year the expenses were incurred, 2020, or the year the PPP
- [Small Business Relief Grant and the Bar and Restaurant Assistance Fund programs](https://burkecpa.com/covid-19-important-updates/small-business-relief-grant-and-the-bar-and-restaurant-assistance-fund-programs/) - On Friday October 23, 2020, Ohio Governor DeWine announced the creation of the Small Business Relief Grant and the Bar and Restaurant Assistance Fund programs. The programs are designed to provide relief to Ohio businesses that have been negatively affected by COVID-19. Businesses can use the grants to pay for various expenses including mortgages, rent,
- [Payroll Deferral Follow-up](https://burkecpa.com/covid-19-important-updates/deferral-of-fica-taxes/) - On Friday August 28, The IRS issued guidance (Notice 2020-65) on President Trump’s executive memorandum authorizing employers to defer the collection of the employee’s portion of Social Security and Medicare, collectively known as FICA taxes, from September 1 through December 31, 2020. The guidance provides employers with basic information on key items, including definitions of
- [Deferral of FICA Taxes](https://burkecpa.com/covid-19-important-updates/deferral-of-fica-taxes-1/) - On Saturday, August 8, 2020, President Trump issued an executive memorandum to defer collection of the employee’s portion of Social Security and Medicare, collectively known as FICA taxes, from September 1 through December 31, 2020. The memo directs the Treasury Department to issue guidance on the deferral. Deferral of FICA taxes means they will eventually
- [Payroll Protection Plan Update – June 4 2020](https://burkecpa.com/covid-19-important-updates/payroll-protection-plan-update-june-4-2020/) - On June 3rd the Senate unanimously approved a bill that provides much-needed clarity and makes it easier for borrowers to have their Payroll Protection (“PPP”) loans forgiven. A couple of highlights for the new bill: Longer Loan Term: The term for any portion of the PPP loan that is not forgiven has been extended from 2
- [SBA and the Treasury Department released additional guidance creating a Safe Harbor](https://burkecpa.com/covid-19-important-updates/sba-and-the-treasury-department-released-additional-guidance-creating-a-safe-harbor/) - On May 13th the SBA and the Treasury Department released additional guidance creating a Safe Harbor for the good-faith certification concerning the necessity of the loan request. When submitting a PPP application, all borrowers had to certify in good faith that “current economic uncertainty makes this loan request necessary to support the ongoing operations of
- [PPP and Deductions](https://burkecpa.com/covid-19-important-updates/ppp-and-deductions/) - The IRS Released Notice 2020-32 which provides guidance on the deductibility of expenses paid with Paycheck Protection Program (PPP) loan proceeds that are partially or completely forgiven and excluded from a taxpayer’s income. Specifically, the IRS has determined that otherwise deductible expenses that are paid with PPP funds and forgiven may not be deducted for federal income
- [Latest PPP Update](https://burkecpa.com/covid-19-important-updates/latest-ppp-update/) - Some banks and other PPP lenders are sending PPP applicants and recipients emails informing them of new guidance for the Economic Uncertainty Certification. What this new requirement means for PPP applicants and recipients is uncertain. We wanted to make you aware of this new requirement and will provide additional information as it becomes available. The
- [Tax Deadline for Second Quarter 2020 Estimated Tax Payments](https://burkecpa.com/covid-19-important-updates/tax-deadline-for-second-quarter-2020-estimated-tax-payments/) - On April 10th, the IRS announced the tax deadline for Second Quarter Estimated Tax Payments for individuals, trusts, estates, and corporations has been extended from June 15th to July 15th. July 15th is now the deadline to file 2019 income tax returns, and pay any remaining 2019 tax liability along with first and second quarter payments.
- [CARES ACT – Business Provisions](https://burkecpa.com/covid-19-important-updates/cares-act-business-provisions/) - On Wednesday evening March 25, 2020, the Senate passed an updated version of the Coronavirus Aid, Relief and Economic Security (CARES) Act. The bill builds upon earlier versions of the CARES Act and is intended to be the third round of federal government support in the wake of the coronavirus public health crisis and associated economic
- [CARES ACT – Individual Provisions](https://burkecpa.com/covid-19-important-updates/cares-act-individual-provisions/) - On Wednesday evening March 25, 2020, the Senate passed an updated version of the Coronavirus Aid, Relief and Economic Security (CARES) Act. The bill builds upon earlier versions of the CARES Act and is intended to be the third round of federal government support in the wake of the coronavirus public health crisis and associated economic
- [Tax Day now July 15: Treasury, IRS extends filing deadline and federal tax payments regardless of amount owed](https://burkecpa.com/covid-19-important-updates/tax-day-now-july-15-treasury-irs-extends-filing-deadline-and-federal-tax-payments-regardless-of-amount-owed/) - IR-2020-58, March 21, 2020 WASHINGTON – The Treasury Department and Internal Revenue Service announced today that the federal income tax filing due date is automatically extended from April 15, 2020, to July 15, 2020. Taxpayers can also defer federal income tax payments due on April 15, 2020, to July 15, 2020, without penalties and interest,
- [Families First Coronavirus Response Act](https://burkecpa.com/covid-19-important-updates/families-first-coronavirus-response-act/) - There have been a number of questions about the recently announced Families First Coronavirus Response Act. While the Act is yet to be finalized, please see below for a summary of the major provisions.Updated 3/23/2020 2:33pm ETEmergency Family and Medical Leave Expansion Act (EFMLEA) Becomes effective on April 2, 2020, and is set to expire
- [Small Business Administration (SBA) Loan Information](https://burkecpa.com/covid-19-important-updates/small-business-administration-sba-loan-information/) - Please see the below letter regarding the Economic Injury Disaster Loan program. —— Governor Mike DeWine, Lt. Governor Jon Husted, and Ohio Development Services Agency Director Lydia Mihalik announced on Sunday, March 22nd, that the U.S. Small Business Administration (SBA) has qualified the State of Ohio for the Economic Injury Disaster Loan program. As a
- [Ohio has issued a Stay at Home order, but Burke & Schindler remains open as we are an essential business](https://burkecpa.com/covid-19-important-updates/ohio-has-issued-a-stay-at-home-order-but-burke-schindler-remains-open-as-we-are-an-essential-business/) - On Sunday, March 22nd, the state of Ohio issued a Stay at Home Order effective 11:59 p.m. on March 23, 2020, until 11:59 p.m. on April 6, 2020. This order identifies businesses and operations deemed essential and therefore exempt. Burke & Schindler has been designated an essential business. You can view the full order here.
- [COVID-19 & 2019 Tax Filing](https://burkecpa.com/covid-19-important-updates/covid-19-2019-tax-filing/) - We at Burke & Schindler hope you and your families are safe and healthy in the midst of the COVID-19 Crisis. These are challenging and uncertain times. In the hopes of providing some clarity, we wanted to share with you the updated filing and payment deadlines for your 2019 Income Tax Return and 2020 1st

## Categories

- [Uncategorized](https://burkecpa.com/insights/topic/uncategorized/)
- [Tax & Risk Management](https://burkecpa.com/insights/topic/tax-risk-management/)
- [Value Creation](https://burkecpa.com/insights/topic/value-creation/)
- [Managing Your Business](https://burkecpa.com/insights/topic/managing-your-business/)
- [Strategy](https://burkecpa.com/insights/topic/strategy/)
- [Talent & Employee Management](https://burkecpa.com/insights/topic/talent-employees/)
- [Book Reviews, Interviews, & Podcasts](https://burkecpa.com/insights/topic/reviews-podcasts/)
- [Accounting](https://burkecpa.com/insights/topic/accounting/)
- [Social Security](https://burkecpa.com/insights/topic/social-security/)
- [Wealth Management](https://burkecpa.com/insights/topic/wealth-management/)
- [Finance](https://burkecpa.com/insights/topic/finance/)

## Tags

- [tax planning](https://burkecpa.com/insights/tag/tax-planning/)
- [tax provisions](https://burkecpa.com/insights/tag/tax-provisions/)
- [year-end tax planning](https://burkecpa.com/insights/tag/year-end-tax-planning/)
- [exit planning](https://burkecpa.com/insights/tag/exit-planning/)
- [exit strategy](https://burkecpa.com/insights/tag/exit-strategy/)
- [budgeting](https://burkecpa.com/insights/tag/budgeting/)
- [strategic planning](https://burkecpa.com/insights/tag/strategic-planning/)
- [retirement](https://burkecpa.com/insights/tag/retirement/)
- [401k](https://burkecpa.com/insights/tag/401k/)
- [IRA](https://burkecpa.com/insights/tag/ira/)
- [retirement planning](https://burkecpa.com/insights/tag/retirement-planning/)
- [tax credits](https://burkecpa.com/insights/tag/tax-credits/)
- [tax deductions](https://burkecpa.com/insights/tag/tax-deductions/)
- [Tax Increase Prevention Act of 2014](https://burkecpa.com/insights/tag/tax-increase-prevention-act-of-2014/)
- [book excerpt](https://burkecpa.com/insights/tag/book-excerpt/)
- [startup](https://burkecpa.com/insights/tag/startup/)
- [how to sell my business](https://burkecpa.com/insights/tag/how-to-sell-my-business/)
- [sell a business](https://burkecpa.com/insights/tag/sell-a-business/)
- [sell my business](https://burkecpa.com/insights/tag/sell-my-business/)
- [employee incentives](https://burkecpa.com/insights/tag/employee-incentives/)
- [employee retention](https://burkecpa.com/insights/tag/employee-retention/)
- [selling your business](https://burkecpa.com/insights/tag/selling-your-business/)
- [social media for business](https://burkecpa.com/insights/tag/social-media-for-business/)
- [social media for businesses](https://burkecpa.com/insights/tag/social-media-for-businesses/)
- [social media marketing](https://burkecpa.com/insights/tag/social-media-marketing/)
- [budget cuts](https://burkecpa.com/insights/tag/budget-cuts/)
- [irs](https://burkecpa.com/insights/tag/irs/)
- [irs budget](https://burkecpa.com/insights/tag/irs-budget/)
- [tax law](https://burkecpa.com/insights/tag/tax-law/)
- [tax regulation](https://burkecpa.com/insights/tag/tax-regulation/)
- [us government](https://burkecpa.com/insights/tag/us-government/)
- [banker](https://burkecpa.com/insights/tag/banker/)
- [borrowing money](https://burkecpa.com/insights/tag/borrowing-money/)
- [business relationship](https://burkecpa.com/insights/tag/business-relationship/)
- [business stewardship](https://burkecpa.com/insights/tag/business-stewardship/)
- [estate planning](https://burkecpa.com/insights/tag/estate-planning/)
- [family business](https://burkecpa.com/insights/tag/family-business/)
- [successor](https://burkecpa.com/insights/tag/successor/)
- [transition](https://burkecpa.com/insights/tag/transition/)
- [cash](https://burkecpa.com/insights/tag/cash/)
- [cash flow](https://burkecpa.com/insights/tag/cash-flow/)
- [projected cash flow](https://burkecpa.com/insights/tag/projected-cash-flow/)
- [selling a business](https://burkecpa.com/insights/tag/selling-a-business/)
- [business growth](https://burkecpa.com/insights/tag/business-growth/)
- [business valuation](https://burkecpa.com/insights/tag/business-valuation/)
- [market value](https://burkecpa.com/insights/tag/market-value/)
- [accounting](https://burkecpa.com/insights/tag/accounting/)
- [balance statement](https://burkecpa.com/insights/tag/balance-statement/)
- [business accounting](https://burkecpa.com/insights/tag/business-accounting/)
- [CFO](https://burkecpa.com/insights/tag/cfo/)
- [financial statements](https://burkecpa.com/insights/tag/financial-statements/)
- [income statement](https://burkecpa.com/insights/tag/income-statement/)
- [small business finance](https://burkecpa.com/insights/tag/small-business-finance/)
- [full retirement age](https://burkecpa.com/insights/tag/full-retirement-age/)
- [married couples tax](https://burkecpa.com/insights/tag/married-couples-tax/)
- [retierement](https://burkecpa.com/insights/tag/retierement/)
- [social security benefits](https://burkecpa.com/insights/tag/social-security-benefits/)
- [wealth preservation](https://burkecpa.com/insights/tag/wealth-preservation/)
- [recruiting](https://burkecpa.com/insights/tag/recruiting/)
- [recruitment](https://burkecpa.com/insights/tag/recruitment/)
- [recruitment consulting](https://burkecpa.com/insights/tag/recruitment-consulting/)
- [talent acquisiting](https://burkecpa.com/insights/tag/talent-acquisiting/)
- [employee fraud](https://burkecpa.com/insights/tag/employee-fraud/)
- [employee theft](https://burkecpa.com/insights/tag/employee-theft/)
- [employee theft detection](https://burkecpa.com/insights/tag/employee-theft-detection/)
- [fraud detection](https://burkecpa.com/insights/tag/fraud-detection/)
- [fraud management](https://burkecpa.com/insights/tag/fraud-management/)
- [irs fraud](https://burkecpa.com/insights/tag/irs-fraud/)
- [financial freedom](https://burkecpa.com/insights/tag/financial-freedom/)
- [investments](https://burkecpa.com/insights/tag/investments/)
- [retirement age](https://burkecpa.com/insights/tag/retirement-age/)
- [city tax](https://burkecpa.com/insights/tag/city-tax/)
- [estate taxes](https://burkecpa.com/insights/tag/estate-taxes/)
- [exise taxes](https://burkecpa.com/insights/tag/exise-taxes/)
- [federal tax](https://burkecpa.com/insights/tag/federal-tax/)
- [income taxes](https://burkecpa.com/insights/tag/income-taxes/)
- [irs taxes](https://burkecpa.com/insights/tag/irs-taxes/)
- [local tax](https://burkecpa.com/insights/tag/local-tax/)
- [pay taxes](https://burkecpa.com/insights/tag/pay-taxes/)
- [payroll tax](https://burkecpa.com/insights/tag/payroll-tax/)
- [property taxes](https://burkecpa.com/insights/tag/property-taxes/)
- [school tax](https://burkecpa.com/insights/tag/school-tax/)
- [state tax](https://burkecpa.com/insights/tag/state-tax/)
- [tax](https://burkecpa.com/insights/tag/tax/)
- [taxes 2015](https://burkecpa.com/insights/tag/taxes-2015/)
- [what are taxes](https://burkecpa.com/insights/tag/what-are-taxes/)
- [annual review](https://burkecpa.com/insights/tag/annual-review/)
- [employee appraisal](https://burkecpa.com/insights/tag/employee-appraisal/)
- [employee performance review](https://burkecpa.com/insights/tag/employee-performance-review/)
- [employee review](https://burkecpa.com/insights/tag/employee-review/)
- [job review](https://burkecpa.com/insights/tag/job-review/)
- [performance appraisal](https://burkecpa.com/insights/tag/performance-appraisal/)
- [performance review](https://burkecpa.com/insights/tag/performance-review/)
- [work performance review](https://burkecpa.com/insights/tag/work-performance-review/)
- [exit plan](https://burkecpa.com/insights/tag/exit-plan/)
- [2015 taxes](https://burkecpa.com/insights/tag/2015-taxes/)
- [IRS tax code 2015](https://burkecpa.com/insights/tag/irs-tax-code-2015/)
- [PATH act](https://burkecpa.com/insights/tag/path-act/)
- [protecting americans from tax hikes act](https://burkecpa.com/insights/tag/protecting-americans-from-tax-hikes-act/)
- [board meeting](https://burkecpa.com/insights/tag/board-meeting/)
- [board meeting agenda](https://burkecpa.com/insights/tag/board-meeting-agenda/)
- [board meeting expectations](https://burkecpa.com/insights/tag/board-meeting-expectations/)
- [how to run a board meeting](https://burkecpa.com/insights/tag/how-to-run-a-board-meeting/)
- [manage board meeting](https://burkecpa.com/insights/tag/manage-board-meeting/)
- [year-end board meeting](https://burkecpa.com/insights/tag/year-end-board-meeting/)
- [business ideas](https://burkecpa.com/insights/tag/business-ideas/)
- [business startup](https://burkecpa.com/insights/tag/business-startup/)
- [how to start a business](https://burkecpa.com/insights/tag/how-to-start-a-business/)
- [new years resolutions](https://burkecpa.com/insights/tag/new-years-resolutions/)
- [start a business](https://burkecpa.com/insights/tag/start-a-business/)
- [write a business plan](https://burkecpa.com/insights/tag/write-a-business-plan/)
- [business owner value](https://burkecpa.com/insights/tag/business-owner-value/)
- [business value](https://burkecpa.com/insights/tag/business-value/)
- [company value](https://burkecpa.com/insights/tag/company-value/)
- [determine company value](https://burkecpa.com/insights/tag/determine-company-value/)
- [value estimation](https://burkecpa.com/insights/tag/value-estimation/)
- [create employee incentive plan](https://burkecpa.com/insights/tag/create-employee-incentive-plan/)
- [employee bonus plan](https://burkecpa.com/insights/tag/employee-bonus-plan/)
- [employee bonuses](https://burkecpa.com/insights/tag/employee-bonuses/)
- [employee incentive plan](https://burkecpa.com/insights/tag/employee-incentive-plan/)
- [succession planning](https://burkecpa.com/insights/tag/succession-planning/)
- [exit planning advisor](https://burkecpa.com/insights/tag/exit-planning-advisor/)
- [exit readiness](https://burkecpa.com/insights/tag/exit-readiness/)
- [incentive plans](https://burkecpa.com/insights/tag/incentive-plans/)
- [retain top talent](https://burkecpa.com/insights/tag/retain-top-talent/)
- [talent retention](https://burkecpa.com/insights/tag/talent-retention/)
- [buy a business](https://burkecpa.com/insights/tag/buy-a-business/)
- [buyers](https://burkecpa.com/insights/tag/buyers/)
- [estate](https://burkecpa.com/insights/tag/estate/)
- [estate tax](https://burkecpa.com/insights/tag/estate-tax/)
- [gift tax](https://burkecpa.com/insights/tag/gift-tax/)
- [Wealth preservation planning](https://burkecpa.com/insights/tag/wealth-preservation-planning/)
- [how to build a valuable business](https://burkecpa.com/insights/tag/how-to-build-a-valuable-business/)
- [how to create a valuable business](https://burkecpa.com/insights/tag/how-to-create-a-valuable-business/)
- [value drivers](https://burkecpa.com/insights/tag/value-drivers/)
- [build a strong business](https://burkecpa.com/insights/tag/build-a-strong-business/)
- [build an independent business](https://burkecpa.com/insights/tag/build-an-independent-business/)
- [intermediate exit plan](https://burkecpa.com/insights/tag/intermediate-exit-plan/)
- [how to sell a business](https://burkecpa.com/insights/tag/how-to-sell-a-business/)
- [how to sell a business to a third party](https://burkecpa.com/insights/tag/how-to-sell-a-business-to-a-third-party/)
- [sale to third party](https://burkecpa.com/insights/tag/sale-to-third-party/)
- [third-party sale](https://burkecpa.com/insights/tag/third-party-sale/)
- [2015 tax incentives](https://burkecpa.com/insights/tag/2015-tax-incentives/)
- [2016 tax incentives](https://burkecpa.com/insights/tag/2016-tax-incentives/)
- [government tax incentives](https://burkecpa.com/insights/tag/government-tax-incentives/)
- [tax extenders bill](https://burkecpa.com/insights/tag/tax-extenders-bill/)
- [tax extenders bill 2015](https://burkecpa.com/insights/tag/tax-extenders-bill-2015/)
- [tax incentives](https://burkecpa.com/insights/tag/tax-incentives/)
- [tax strategies](https://burkecpa.com/insights/tag/tax-strategies/)
- [how to exit a business](https://burkecpa.com/insights/tag/how-to-exit-a-business/)
- [baby boomer business owner](https://burkecpa.com/insights/tag/baby-boomer-business-owner/)
- [baby boomer sell my business](https://burkecpa.com/insights/tag/baby-boomer-sell-my-business/)
- [exit planning processs](https://burkecpa.com/insights/tag/exit-planning-processs/)
- [business goals](https://burkecpa.com/insights/tag/business-goals/)
- [goal setting](https://burkecpa.com/insights/tag/goal-setting/)
- [prioritize business goals](https://burkecpa.com/insights/tag/prioritize-business-goals/)
- [set business goals](https://burkecpa.com/insights/tag/set-business-goals/)
- [setting business goals](https://burkecpa.com/insights/tag/setting-business-goals/)
- [setting goals](https://burkecpa.com/insights/tag/setting-goals/)
- [retirement goals](https://burkecpa.com/insights/tag/retirement-goals/)
- [successful exit planning](https://burkecpa.com/insights/tag/successful-exit-planning/)
- [generating business value](https://burkecpa.com/insights/tag/generating-business-value/)
- [value generation](https://burkecpa.com/insights/tag/value-generation/)
- [business ownership](https://burkecpa.com/insights/tag/business-ownership/)
- [business worth](https://burkecpa.com/insights/tag/business-worth/)
- [sell your business](https://burkecpa.com/insights/tag/sell-your-business/)
- [value creation](https://burkecpa.com/insights/tag/value-creation/)
- [M&A](https://burkecpa.com/insights/tag/ma/)
- [mergers and acquisitions](https://burkecpa.com/insights/tag/mergers-and-acquisitions/)
- [company sales price](https://burkecpa.com/insights/tag/company-sales-price/)
- [selling your company](https://burkecpa.com/insights/tag/selling-your-company/)
- [how to build a deal team](https://burkecpa.com/insights/tag/how-to-build-a-deal-team/)
- [insider transfer of business](https://burkecpa.com/insights/tag/insider-transfer-of-business/)
- [selling business](https://burkecpa.com/insights/tag/selling-business/)
- [selling to insiders](https://burkecpa.com/insights/tag/selling-to-insiders/)
- [transfer business to family](https://burkecpa.com/insights/tag/transfer-business-to-family/)
- [inside ownership](https://burkecpa.com/insights/tag/inside-ownership/)
- [ownership transfer](https://burkecpa.com/insights/tag/ownership-transfer/)
- [business continuity](https://burkecpa.com/insights/tag/business-continuity/)
- [buy sell agreements](https://burkecpa.com/insights/tag/buy-sell-agreements/)
- [business transfer](https://burkecpa.com/insights/tag/business-transfer/)
- [co-owner transfer](https://burkecpa.com/insights/tag/co-owner-transfer/)
- [Wealth Management](https://burkecpa.com/insights/tag/wealth-management/)
- [Social Security](https://burkecpa.com/insights/tag/social-security/)
- [Business Management](https://burkecpa.com/insights/tag/business-management/)
- [Business Consulting](https://burkecpa.com/insights/tag/business-consulting/)
- [Talent Management](https://burkecpa.com/insights/tag/talent-management/)
- [financial planning](https://burkecpa.com/insights/tag/financial-planning/)
- [budgeting tips](https://burkecpa.com/insights/tag/budgeting-tips/)
- [money management](https://burkecpa.com/insights/tag/money-management/)
- [bookkeeping](https://burkecpa.com/insights/tag/bookkeeping/)
- [tax bill](https://burkecpa.com/insights/tag/tax-bill/)
- [taxes](https://burkecpa.com/insights/tag/taxes/)
- [tax return](https://burkecpa.com/insights/tag/tax-return/)
- [tax cuts](https://burkecpa.com/insights/tag/tax-cuts/)

## Offices

- [Cincinnati Office](https://burkecpa.com/insights/office/cincinnati/)
- [Richmond Office](https://burkecpa.com/insights/office/richmond/)