January Dinner Meeting

January 8, 2020
Tessara Restaurant

Speakers: 

HOLLY SABO

CPA, PFS, MST, CGMA

Director at Mercadien P.C., Certified Public Accountants


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.

JILL ANN MURPHY

CPA, CGMA

Director at Mercadien P.C., Certified Public Accountants


Jill Ann Murphy tells her team, and her clients, to “take one day at a time.” As a Director with Mercadien, Jill Ann knows how overwhelming life can be. It’s her positive attitude and focus that gets her and her clients through the day. As part of Mercadien’s Individual Services Group, she focuses on tax preparation and reviewing tax returns, gift tax returns, United States estate (and generation-skipping transfer) tax returns, as well as trust, estate and financial planning, helping individuals ensure their finances are in order. Knowing that some clients may be going through significant changes, Jill Ann approaches every situation calmly, confidently, and focused. She is always available to her clients, helping them whether an issue is large or small.

Jill Ann is also known as a problem-solver. She never shies away from a challenge. As part of Mercadien’s Outsourced Accounting and CFO Services Group, she’s ready to jump in and work with your team to accomplish your goals. Her focused approach will get your organization through any challenge regardless of whether it’s bookkeeping, executive transitioning, or preparing financial statements. She will be by your side the entire way.

Before transitioning to her current role, Jill Ann worked with the Government Services Group at Mercadien. She was a member of the GASB Task Force, and worked with numerous municipalities and governmental units managing large audit engagements. Jill Ann also worked with nonprofit organizations, improving their audit efficiency.

Jill Ann began her accounting career with a firm that was part of what is now The Mercadien Group. Since then, she has continued to grow with Mercadien, and still works closely with several former co-workers, who are now clients.


Social Hour: 5:30-6:30; dinner and presentation to follow.


CPE: 1

Member: $30
Non-Member: $35

Register here.

 

Contact:
AGA Trenton Chapter
agatrentoninfo@agatrenton.com
Add to Calendar   1/8/2020 4:00:00 PM 1/8/2020 7:00:00 PM America/New_York January Dinner Meeting

812 NJ-33, Hamilton, NJ 08619

  • Join us for our annual tax law update and a historical review on the impacts of the tax cut. 
Tessara Restaurant AGA Trenton Chapter agatrentoninfo@agatrenton.com