Trust & Estate Planning

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 services to clients across various industries, including private companies, financial institutions, government entities, nonprofit and human service organizations and individuals and families. Since its establishment…

Updated 1/5/21 New State Electronic Filing Requirements New for 2020: This year most states including New Jersey require mandatory electronic filing of all 1099s. If you need assistance with the new state e-filing requirements, please reach out to Mercadien’s Tax Services Group. For the 2020 tax year, the Internal Revenue Service (IRS) and State Taxing…

As year-end approaches, it is a good time to think about planning moves that may help lower your tax bill for this year and possibly next. Year-end planning for 2020 takes place during the COVID-19 pandemic, which in addition to its devastating health and mortality impact, has widely affected personal and business finances. New tax…

The state of Pennsylvania has $50 million set aside for a reimbursement-based grant available through Pennsylvania’s Department of Community & Economic Development (DCED).  The COVID-19 PA Hazard Pay Grant has an extremely short application window – JULY 16 – JULY 31, 2020. Unlike the Paycheck Protection Program grants, the funds from this grant are not…

The Coronavirus Aid, Relief and Economic Security (CARES) Act established the Coronavirus Relief Fund (the Fund) and appropriated $150 billion to the Fund. The purpose of the Fund is to make payments for specified uses to state and certain local governments.  State governments that receive funding have flexibility when determining how to use the funds.…

Breaking News!!  The IRS announced that anyone who already took a required minimum distribution for 2020 from IRA accounts now has the opportunity to roll those funds back into a retirement account.  The normal 60-day rollover period for RMDs already taken this year has been extended to August 31, 2020 to give taxpayers more time…

OK so, a couple weeks of quarantine down, you’ve caught up on all the shows/movies you’ve been wanting to see, cleaned out that junk drawer, read a book, now you’re bored – and from everything we’re hearing all or most of April will be seen from inside our homes as well. I bet you haven’t…

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 Planning & Planned Giving, hosted by Princeton Library for members of the community in October 2018. Ms. Everman provides tax, estate, financial and strategic planning to…

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 have aged.   The result… the number of older aging adults will reach unprecedented heights in the next 10-20 years.  The impact… there is a significant…

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, MBA, CGMA, PSA, a director in Mercadien’s Government Services Group, has earned the Registered Municipal Accountant (RMA) certification from the New Jersey State Board of…