Jodi T. Mersinger

About Jodi

Jodi Mersinger is a director in Marcum’s Tax & Business Services Division. Jodi has over 25 years of experience in strategic tax planning and compliance including wealth transfer planning, individual and fiduciary income tax, estate tax, and business tax planning. She excels in developing and implementing tax-efficient strategies and solutions specific to her clients’ needs and goals.

Jodi’s skillset extends to high-net-worth and family office clients, covering areas such as stock options, retirement plans, gift and asset transfer planning, trust administration, investment partnerships, private equity and family business planning. Her individual tax planning experience also includes divorce tax planning and guidance. Jodi’s practice and competency for businesses extend across the life cycle from business formation through ownership transfers, mergers and acquisitions, divestitures, succession planning, structuring business sales, and other transactional planning for flow-thru and corporate entities.