Trust & Estate Planning

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…

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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…

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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…

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Marguerite L. Mount

May 2017 | By: Don’t Let Your Tax Refund Burn a Hole in Your Pocket 8 Ways to Save on Summer Vacation Holiday Financial Hangover Cures Tips for a Stress-Free New Year It's Wedding Season. Have You Considered All You Need To Do When You Get Married? What Happened While We Watched the Election Ads? Counting Down to Money$peak Financial Literacy Month is Coming: Are You Ready? Holiday Saving Starts NOW Big Choices When Deciding Where To Retire Barely Average Financial Education in the U.S. How to Prepare Your 18-Year-Old for Financial Success

“Before you understand the numbers, you need to understand the person.” For Marguerite Mount, empowering her clients around handling their finances is at the heart of her practice. That means demystifying complex…

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