Michelle Everman
Donor Advised Funds: Efficient and Effective Planned Charitable Giving
We have just completed the year-end rush of charitable giving and a barrage of requests from multiple organizations. How can we make this process more strategic and tax efficient? One…
End of an Era? Potential Termination of the NJ-PA Reciprocal Tax Agreement
Governor Christie announced this week that he will NOT rescind the New Jersey – Pennsylvania Reciprocal Tax Agreement, as he threatened to do earlier this fall and I wrote about…
Retirement Planning for the Self-Employed
Self-employed individuals are notoriously busy, but that does not mean that planning for retirement should be put on the back burner. A recent survey indicated that 70% of America’s 10…
Congress Passes the PATH Act of 2015 and Makes Changes to Social Security in the Final Quarter of 2015
Keeping year-end tax planning interesting right up until the end, Congress acted in late December to pass The Protecting Americans from Tax Hikes (PATH) Act of 2015. This bill addresses…
Michelle Everman Selected as PRCC Champion of Business Award Recipient
Dear Friends, Welcome to 2016! The warm breezes of 2015 are now in the past and we can now look forward to the wonderful cold of winter and the beginning…
Mercadien Group Managing Directors earn prestigious PFS credential
The Mercadien Group is pleased to announce that two of the firm’s managing directors, Marguerite L. Mount and Michelle V. Everman, have been awarded the Personal Financial Specialist (PFSSM) credential…
File & Suspend: A Social Security Strategy
The file and suspend Social Security strategy received media attention after the 2015 fiscal budget was released by the White House earlier this year. The Obama administration, in their budget narrative…
5 Steps to Achieve Your Financial Goals
What are your financial aspirations for the coming year? Would you like to pay off some high-interest debt? Step up your retirement savings? Set aside enough for an exciting vacation?…
Real Woman Magazine Features Michelle Everman
You’ve probably heard stories like Michelle Everman’s before – at least, the first chapter: Four years into a promising career as a certified public accountant at one of the “Big…