Burke CPAs & Advisors

Burke CPAs & Advisors Burke CPAs & Advisors is your trusted partner for accounting, tax, consulting, and wealth services.

A budget isn’t just a list of expenses. It should be a strategic tool that supports your goals. I always advise setting ...
06/26/2025

A budget isn’t just a list of expenses. It should be a strategic tool that supports your goals. I always advise setting SMART goals: Specific, Measurable, Achievable, Relevant, and Time-bound.

Examples of SMART goals:
“Save $10,000 for a down payment within 12 months.”

“Increase monthly net profit by 15% over the next two quarters.”

Clear goals give your budget a purpose and help you make more intentional financial decisions.

Explore all 7 budgeting strategies on the Insights blog.
CTA: Read the full article → https://bit.ly/4jAv2KD

📈 You don’t have to budget alone.From navigating multiple income streams to preparing for tax season, a bookkeeper can h...
06/24/2025

📈 You don’t have to budget alone.

From navigating multiple income streams to preparing for tax season, a bookkeeper can help bring clarity to your financial picture.

🧭 Need guidance? That’s what we’re here for.

Explore all 7 budgeting tips on our blog and when to ask for expert help. → https://bit.ly/4jAv2KD

💡 Start Strong: Know Where You Stand Before you can budget effectively, you need a clear snapshot of your finances. This...
06/19/2025

💡 Start Strong: Know Where You Stand

Before you can budget effectively, you need a clear snapshot of your finances. This applies to both personal and business.

That means reviewing everything from income and expenses to debts and savings.

Discover the 7 budgeting tips from our very own professional bookkeeper → https://bit.ly/4jAv2KD

Happy Father's Day from all of us at Burke CPAs & Advisors!Today, we celebrate the fathers, grandfathers, mentors, and f...
06/15/2025

Happy Father's Day from all of us at Burke CPAs & Advisors!

Today, we celebrate the fathers, grandfathers, mentors, and father figures who lead with strength, wisdom, and integrity - both at home and in business.

Your guidance shapes more than just families, it builds lasting legacies. We're proud to support the financial journeys of fathers everywhere, helping you plan, grow, and protect what matters most.

Here's to you, today and every day.

Thinking About Gifting Assets to Family? Read This First.Most people know that giving to charity has tax benefits. But w...
06/12/2025

Thinking About Gifting Assets to Family? Read This First.

Most people know that giving to charity has tax benefits. But what happens when you gift money or property to individuals, like a child, friend, or relative?

✔️ Is it taxable to the recipient?
✔️ Can you deduct it?
✔️ Will it affect your estate later?

The answers might surprise you.
💡 Lifetime gifts can be powerful, but they’re complex. It’s essential to get it right from tax filings to long-term implications.
Here’s what you need to know:

📌 $18,000 per donee: The 2024 federal gift tax exclusion
📌 Form 709: Required if you exceed the limit
📌 Spousal Gift Splitting: A smart way to reduce reportable amounts
📌 Carryover vs. Step-up Basis: Key distinction between gifts and inheritances
📌 Non-reportable Gifts: Tuition and medical expenses (if paid directly)

💡 Lifetime gifts can be powerful, but they’re complex. It’s important to get it right from tax filings to long-term implications.

Let’s make it easy. Talk with a Burke advisor today to plan wisely: https://bit.ly/45aPgHu

From Bricks to Battleships: 5 Generations Strong The old saying goes: “Shirt sleeves to shirt sleeves in three generatio...
06/10/2025

From Bricks to Battleships: 5 Generations Strong

The old saying goes: “Shirt sleeves to shirt sleeves in three generations.”

But the Derrick Company is proving that wrong.
What began as a brick manufacturer, famed for supplying bricks to Cincinnati’s Carew Tower, transformed into a defense-grade heavy parts processor during WWII. Today, they serve industries across North America, including the U.S. Military.

Under CEO Jason Schmid, the 5th generation of leadership, and now joined by his daughter Annabelle, this Cincinnati-based legacy enters its 6th generation.
Their secret?

👉Respect, hard work, and dedication to customer needs.


Address

901 Adams Xing Fl 4
Cincinnati, OH
45202

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+15134558200

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