Holly Sabo
Holly Sabo
CPA, PFS, MST, CGMA Managing Director at The Mercadien Group, Principal at Mercadien P.C., Certified Public Accountants
Individual Services, Tax Planning & Preparation, Trust & Estate Planning
A managing director of The Mercadien Group and principal of Mercadien, P.C., CPAs, Holly Sabo is a key member of the firm’s Individual Services Group. She 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
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,…
Read MoreMercadien 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…
Read MoreMercadien 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,…
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