Holly Sabo

Holly Sabo

CPA, PFS, MST, CGMA Director at Mercadien P.C., Certified Public Accountants

Individual Services, Tax Planning & Preparation, Trust & Estate Planning

609-689-2394


A director in the tax department of Mercadien, P.C., Certified Public Accountants, and a key member of the Individual Services Group, Holly Sabo works extensively with businesses and individuals, providing expert financial, tax and estate planning strategies customized to fit their individual needs.

Ms. Sabo has in-depth experience with individual and fiduciary income tax planning, federal and state tax compliance matters, as well as estate and gift transfer tax planning. Through this broad base of expertise, she is able to offer valuable insights and guidance to her clients on these matters. Additionally, Holly helps her clients plan for significant milestones in their lives, so they are prepared and feel confident in knowing they have their affairs in order.

Ms. Sabo specializes in private foundation management and compliance reporting. She assists with Mercadien’s in-house training of all professionals and has been instrumental in the development of continuing professional education programs. Holly is a frequent author in a nationally syndicated newsletter and has performed management consulting and accounting services for numerous special projects.


Personal Fact: Holly resides in Hamilton Township, NJ with her husband and son.


Insights

Mercadien Announces Executive Promotions; Names Ms. Raji Sathappan A Partner

The Mercadien Group is pleased to announce several promotions within the firm’s corporate leadership team. Ms. Raji Sathappan, CPA, MBA, CRCM, CAMS, a member of the Financial Institutions Services Group, is promoted to managing director of The Mercadien Group and principal in Mercadien, P.C., CPAs (the official titles of firm partners). Raji has been employed…

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The Bottom Line on Parking Benefits

By now, many of our readers may have heard about what was a little-known wrinkle in the new tax law. Whether you have or haven’t, we are going to break it down for you and get to the bottom line on the matter. Many of you reading this article are senior management in nonprofit organizations…

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Gifting Wisely

Most of us are familiar with the concept that we can gift a certain amount of money to another person every year without gift tax consequences and that there is a limit to lifetime gifts beyond that amount that we can give away that somehow relates to estate taxes when we die.  For 2016, those…

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