Individuals & Family
How Donor Advised Funds Can Maximize Tax Savings on Your Charitable Deduction Under the Tax Cuts & Jobs Act of 2017
The Tax Cuts and Jobs Act of 2017 made significant changes to itemized deductions for individuals starting in 2018. While many are focused on the limitation of $10,000 of state…
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,…
What You Need to Know About the Incoming Tax Law
The tax reform legislation that Congress approved on December 20th was the largest change to the tax system in over three decades. The last time the U.S. tax code saw…
The Tax Cuts and Jobs Act
On November 2, 2017, the U.S. House of Representatives Ways and Means Committee released a comprehensive tax reform bill called the “Tax Cuts and Jobs Act.” The bill has a…
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…