The Mercadien Group is pleased to
announce that two of its executives have earned significant designations in the
Mr. Digesh Patel, CPA, MBA,
CGMA, PSA, a director in Mercadien’s
Government Services Group, has earned the Registered Municipal Accountant
(RMA) certification from the New Jersey State Board of Accountancy.
This credential requires passing the rigorous RMA examination, demonstrating
knowledge of the rules, regulations, standards and statutes that are relevant
to the administration of public entities and the practice of governmental
accounting and auditing.
Employed with Mercadien since his
college internship in 2003, Mr. Patel oversees state, county and municipal
government engagements and advises clients on audit, internal control,
budgetary, financial, and compliance issues unique to this sector.
Patel is a member of the American Institute and New Jersey
Society of Certified Public Accountants, as well as the Association of
Government Accountants’ Trenton, NJ chapter, from which he received a Special
Achievement Award in 2012. He is also a board member and finance
committee chair of CASA for Children of Mercer and Burlington Counties, and a
member of the advisory board of the Mercadien Foundation. A resident of Bordentown, NJ, Patel earned a BS degree in
Accounting and MBA from Rider University.
Ms. Holly Sabo, CPA,
MST, CGMA, a manager in the
Individuals & Family Office and Tax Services Groups, has been awarded the Personal
Financial Specialist (PFS) credential by the American Institute of
Certified Public Accountants (AICPA), joining an elite group of professionals
who have demonstrated advanced knowledge of tax, estate, retirement, investment
and insurance planning.
The PFS credential is
awarded only to CPAs with extensive training and experience in financial
planning and who meet arduous requirements, including completing at least 75
hours of personal financial planning education, demonstrating 3,000 hours of
planning experience within the previous five-years, and passing a comprehensive
exam covering 11 topic areas.
With Mercadien since 1993, Ms. Sabo provides tax
and estate planning, as well as compliance and advisory services to
individuals, families, private foundations, and closely-held businesses. She is a member of the American Institute and New
Jersey Society of Certified Public Accountants and the Mercer County Estate
Planning Council. She earned a BS degree in Accounting from the College of New Jersey and a Masters in
Taxation (MST) from Philadelphia University, from which she received the
Outstanding Student Award in 2010. Ms. Sabo serves as a board member and
treasurer of the Learning Company and resides in Hamilton Township, NJ.
The Mercadien Group offers a full spectrum of accounting, advisory and tax
services, including traditional auditing and financial reporting; federal,
multi-state and international tax compliance and planning; compliance
oversight; risk assessment; forensic and litigation support and family
office services; management, board and technology consulting; and wealth
Now celebrating 55 years of growth, Mercadien proudly
provides these forward-thinking, relationship-driven financial and strategic
services - designed to maximize profitability and wealth, minimize taxes and
risk, and enhance systems and efficiencies - to privately-owned companies of
nearly every type and industry, as well as to financial institutions, nonprofit
organizations, government entities, and wealthy individuals and families.
Learn more at Mercadien.com.