Individuals & Family
Webinar Replay: Tax Planning Considerations for 2024
Mercadien’s Private Company & Individual Services Groups hosted a complimentary webinar “Tax Planning Considerations for 2024” Wednesday January 31, 2024 from 12:00 -1:00 PM. Presenters Holly Sabo, CPA, MST, PFS,…
Mercadien Announces Executive Promotions; Names Three New Partners
Princeton, NJ & Philadelphia, PA – Mercadien is pleased to announce several promotions within the firm’s corporate leadership team. Ms. Melissa Correa, CRCM, a member of the Financial Institutions Services…
Mercadien Celebrates 60 Years of Serving Our Clients & Community
Princeton, NJ & Philadelphia, PA – Mercadien, a leading accounting and advisory firm in New Jersey, is proud to announce its 60th anniversary of providing exceptional accounting, tax and advisory…
Self-Employed Retirement Plans: What Plan Is Right For You?
Self-employed (SE) individuals have the opportunity to create a nest egg while potentially reducing their current tax liabilities. An added challenge to being self-employed is understanding the best way to…
How To Use & Optimize the Benefits from a Health Savings Account (HSA)
What is a health savings account (HSA)? A health savings account (HSA) is a savings vehicle established to set aside funds tax free to pay for health care expenses. HSAs,…
Mercadien Announces Executive Promotions; Names Three New Partners
Princeton, NJ & Philadelphia, PA – The Mercadien Group is pleased to announce several promotions within the firm’s corporate leadership team. Ms. Bjondina Karpuzi, CPA, PSA, a member of the…
Love Them or Leave Them? Financial Considerations When Contemplating a Divorce
Unfortunately, only you can answer that question. According to WorldPopulationReview.com, in the United States 50% of you are choosing to leave him or her and for second or third marriages…
Tax Changes Effecting Your 2021 Tax Return
There has been much conjecture around what tax law changes will impact US Taxpayer’s in the Biden Administration budget proposal, the Green Book, which was released in May 2021. Check…
Major Tax Changes are Coming: What Lies Ahead?
There are numerous miscellaneous provisions in the tax proposals currently before the U.S. Federal Government and as we have learned from recent headlines the outcome is uncertain. As many of…
Major Tax Changes are Coming: What Lies Ahead for Estates?
Estate and trust taxation and planning techniques are two areas substantially impacted by the upcoming changes proposed this fall by Congress and the Biden Administration. It is essential that individuals and entities dealing with…