Tax Planning & Preparation
Holly Sabo
July 2017 | By:
Paying for College? It's Never Too Early or Late to Plan Managing New Year's Resolutions - A Financial Perspective Gifting Wisely "What Do I Do About Highly-Appreciated Assets and Gift Splitting?" How Donor Advised Funds Can Maximize Tax Savings on Your Charitable Deduction Under the Tax Cuts & Jobs Act of 2017 The Bottom Line on Parking Benefits How To Use & Optimize the Benefits from a Health Savings Account (HSA)
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…
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Richard S. Willinger
May 2017 | By:
The Tax Increase Prevention Act of 2014 Preparing For The New Overtime Pay Rule Focus On Costs Of Identity Theft-Related Tax Refund Fraud Properly Allocate Your Combined Business & Vacation Travel Expenses Taxpayer Bill Of Rights Recently Adopted By IRS The Tax Cuts and Jobs Act What You Need to Know About the Incoming Tax Law Taxpayer Guide to Identity Theft Tax Notice 2020-18: What You Need to Know Tax Impacts of the New COVID Relief Bill Tax Outlook for 2021
For Rick Willinger, it’s all about the clients. Rick is a Managing Director and Principal with Mercadien, who leads the firm’s tax department and works with individuals and businesses. Quarterbacking for his clients, Rick advises them through major life or business events, such as buying or selling a business, succession and exit planning, or sending…
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Samuel J. Kenworthy
May 2017 | By:
Are You Subject to FATCA? Writing A Successful Business Profit Plan Pennsylvania, Please Forgive Me Opportunity Zones Do You Have a Plan?
Samuel Kenworthy is a Managing Director with Mercadien and a member of the firm’s Individual Services Group, working primarily in the tax department. He created and heads the firm’s International Human Capital Services Group, where he works with businesses and their global workforce to manage the human capital function as well as all aspects related…
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Michelle V. Everman
May 2017 | By:
5 Steps to Achieve Your Financial Goals File & Suspend: A Social Security Strategy Donor Advised Funds: Efficient and Effective Planned Charitable Giving Congress Passes the PATH Act of 2015 and Makes Changes to Social Security in the Final Quarter of 2015 Retirement Planning for the Self-Employed End of an Era? Potential Termination of the NJ-PA Reciprocal Tax Agreement The Sandwich Generation Contemplating a Move to a State with Lower or No Income Taxes? Don’t Pack Your Bags Yet Self-Employed Retirement Plans: What Plan Is Right For You?
Every client is unique and special to Michelle Everman. As a Managing Director with Mercadien’s Individual Services and Family Office Group, Michelle provides tax, estate, financial and strategic planning to high net worth families and individuals. A true team player, she serves as a financial quarterback for her clients – whether it’s ensuring tax compliance,…
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Eric M. Whelan
May 2017 | By:
Trump's Proposed Tax Reforms Could Mean Big Changes For Individuals And Businesses The Affordable Care Act and Employers Unintended Consequences of Changes to Withholding Rates Under New Tax Law Updated Guidance on Available Payroll Credits – New Form 941 - 2nd Quarter 2020 Important Considerations for Year-End Tax Planning
Eric Whelan is a managing director of The Mercadien Group; principal in Mercadien, P.C., CPAs; and Team Leader for the firm’s tax practice. With over 22 years of experience, Eric knows following his motto, “take one day at a time,” is key to staying calm and collected. This allows him to think clearly and manage…
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