Family Office
Reasons To Consider Working With An Aging Care Management Consultant
It is estimated that in the U.S. nearly 10,000 people a day are turning age 65, and this will continue for the next 17 years. The reason… the baby boomers…
Contemplating a Move to a State with Lower or No Income Taxes? Don’t Pack Your Bags Yet
Taxpayers of high-tax states often contemplate relocating and establishing their domicile in a more tax-friendly state. With the latest tax act and the maximum federal deduction available for state and…
New Jersey Enacts New Income Tax Exemption for Veterans
You may qualify for a $6,000 exemption on your New Jersey tax return if you are a military veteran who was honorably discharged or released under honorable circumstances from active…
Two Mercadien CPAs Are Awarded Prestigious Credentials
Princeton, NJ & Philadelphia, PA – The Mercadien Group is pleased to announce that two of its executives have earned significant designations in the accounting field. Mr. Digesh Patel, CPA,…
The Sandwich Generation
An early morning stop at the hospital to visit your parent and to catch the doctor on their morning rounds, a hurried arrival at work, making follow-up appointments for your…
Medicare Open Enrollment
Medicare Open Enrollment, also known as the Annual Enrollment Period (AEP), runs from October 15 through December 7 each year. During this time of year you can change your Part…
The Equifax Data Breach – What to Do
On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data— including names, addresses, birthdates, and…
“What Do I Do About Highly-Appreciated Assets and Gift Splitting?”
Dear Holly: I bought Apple at $1.50, now it’s trading at $150.50. I also own AT&T that my grandfather gave me in 1975. These holdings and many others reside in…
Pennsylvania, Please Forgive Me
From now until June 19, 2017, taxpayers have the opportunity to pay delinquent Pennsylvania state taxes owed – without penalty – through the 2017 Pennsylvania Tax Amnesty Program (the Amnesty…
A Backup Plan for Family Business Owners & Their Successors
Owners preparing for any type of exit find that circumstances can—and often do—change. Intergenerational business transfers are no exception. The twist in family business transfers is that owners should have…