Insights: Michelle Everman

Mercadien Partner Michelle Everman Participates in Panel Discussion on Planned Giving

Michelle V. Everman, CPA, PFS, CGMA, Managing Director & Co-Chair of Mercadien’s Individual Services and Family Office Group, participated with other experts in a panel discussion on the topics of Estate…

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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…

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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…

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Donor Advised Funds: Efficient and Effective Planned Charitable Giving

We have just completed the year-end rush of charitable giving and a barrage of requests from multiple organizations. How can we make this process more strategic and tax efficient? One…

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End of an Era? Potential Termination of the NJ-PA Reciprocal Tax Agreement

Governor Christie announced this week that he will NOT rescind the New Jersey – Pennsylvania Reciprocal Tax Agreement, as he threatened to do earlier this fall and I wrote about…

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Retirement Planning for the Self-Employed

Self-employed individuals are notoriously busy, but that does not mean that planning for retirement should be put on the back burner. A recent survey indicated that 70% of America’s 10…

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Congress Passes the PATH Act of 2015 and Makes Changes to Social Security in the Final Quarter of 2015

Keeping year-end tax planning interesting right up until the end, Congress acted in late December to pass The Protecting Americans from Tax Hikes (PATH) Act of 2015. This bill addresses…

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Michelle Everman Selected as PRCC Champion of Business Award Recipient

Dear Friends, Welcome to 2016! The warm breezes of 2015 are now in the past and we can now look forward to the wonderful cold of winter and the beginning…

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Mercadien Group Managing Directors earn prestigious PFS credential

The Mercadien Group is pleased to announce that two of the firm’s managing directors, Marguerite L. Mount and Michelle V. Everman, have been awarded the Personal Financial Specialist (PFSSM) credential…

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File & Suspend: A Social Security Strategy

The file and suspend Social Security strategy received media attention after the 2015 fiscal budget was released by the White House earlier this year. The Obama administration, in their budget narrative…

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