Robert Mercola | Marcum LLP | Accountants and Advisors

Robert Mercola

Partner

Tax & Business

9 Parkway North
Suite 200
Deerfield, IL 60015

Email Robert Mercola

About Robert

Robert Mercola is a partner in Marcum’s Tax & Business Services Division and a member of the Firm’s national Healthcare Group. Mr. Mercola specializes in all areas of taxation, with a particular focus towards individuals and closely-held businesses, compensation models for physician practices, structuring buy-ins and buy-outs, and financial management.

Prior to joining Marcum in 2019, Bob was a partner with the The Abrix Group, L.P. His experience also includes senior positions in the tax departments at two “Big 4” accounting firms.

Professional & Civic Affiliations

American Institute of Certified Public Accountants (AICPA)
Illinois CPA Society (ICPAS)

Moving Target: The Changing Rules for IRA Required Minimum Distributions

January 24, 2023

Moving Target: The Changing Rules for IRA Required Minimum Distributions

Reset and Repeat

January 16, 2023

Reset and Repeat

Ownership Transparency in Healthcare Settings

January 16, 2023

Ownership Transparency in Healthcare Settings

National Occupancy and Payor Mix Trends in Nursing Facilities

December 19, 2022

National Occupancy and Payor Mix Trends in Nursing Facilities

Skilled Nursing Ownership Upheaval

December 19, 2022

Skilled Nursing Ownership Upheaval

CEOs Feel Under-Prepared for Cyber Threats, More Companies Passing Cost of Inflation to Customers, Finds Marcum-Hofstra Survey

December 13, 2022

CEOs Feel Under-Prepared for Cyber Threats, More Companies Passing Cost of Inflation to Customers, Finds Marcum-Hofstra Survey

Marcum LLP Issues 2022 Year-End Tax Guide

November 29, 2022

Marcum LLP Issues 2022 Year-End Tax Guide

How do I Submit my Provider Relief Audit as a Commercial Organization?

November 14, 2022

How do I Submit my Provider Relief Audit as a Commercial Organization?

CMS Releases Calendar Year 2023 Home Health Rates

November 14, 2022

CMS Releases Calendar Year 2023 Home Health Rates

Could SNFs Be Headed Into the Perfect Storm?

November 14, 2022

Could SNFs Be Headed Into the Perfect Storm?

Marcum Day of Service Returns Live and In-Person

November 9, 2022

Marcum Day of Service Returns Live and In-Person

Federal Clearinghouse Transition Delayed

October 18, 2022

Federal Clearinghouse Transition Delayed

CDC Ends Mask Mandate for Some Nursing Homes

October 18, 2022

CDC Ends Mask Mandate for Some Nursing Homes

CEOs Concerned about Recession but Remain Optimistic, finds Marcum-Hofstra Survey

September 28, 2022

CEOs Concerned about Recession but Remain Optimistic, finds Marcum-Hofstra Survey

Mandatory Minimum Staffing Could Cost Nursing Homes Billions

September 16, 2022

Mandatory Minimum Staffing Could Cost Nursing Homes Billions

The Dental Industry is Undergoing a Post-COVID Shift

September 16, 2022

The Dental Industry is Undergoing a Post-COVID Shift

Marcum and Friedman Complete Merger

September 6, 2022

Marcum and Friedman Complete Merger

IRS Provides Relief from Certain Late Filing Penalties

August 26, 2022

IRS Provides Relief from Certain Late Filing Penalties

CMS Issues Final Skilled Nursing Facility Payment Rule for Federal Fiscal Year 2023

August 16, 2022

CMS Issues Final Skilled Nursing Facility Payment Rule for Federal Fiscal Year 2023

Profitability Dwindling, Compliance Risk Rising as Managed Care Rolls In

August 16, 2022

Profitability Dwindling, Compliance Risk Rising as Managed Care Rolls In

The Inflation Reduction Act of 2022

August 15, 2022

The Inflation Reduction Act of 2022

The Role of Forensic Accounting in Qui Tam Matters

August 12, 2022

The Role of Forensic Accounting in Qui Tam Matters

Marcum Foundation’s “Hope in the Hamptons” Raises $600,000 for St. Jude Children’s Research Hospital

August 11, 2022

Marcum Foundation’s “Hope in the Hamptons” Raises $600,000 for St. Jude Children’s Research Hospital

Tax Credit for Small Business COVID-19 Related Expenses

Tax Credit for Small Business COVID-19 Related Expenses

Tax Liability of Non-Fungible Tokens (NFTs) Now Has Formalized Guidance in WA and PA

Tax Liability of Non-Fungible Tokens (NFTs) Now Has Formalized Guidance in WA and PA

Having a Vacation Home in New York: Impact on Residency

Having a Vacation Home in New York: Impact on Residency

Less than Half of CEOs are Back to the Office Full-Time; CEO Economic Outlook Plummets

Less than Half of CEOs are Back to the Office Full-Time; CEO Economic Outlook Plummets

IRS Finalizes Its Dirty Dozen Tax Scams

IRS Finalizes Its Dirty Dozen Tax Scams

Healthcare Sales and Acquisitions: The Value of a Company’s Workforce

Healthcare Sales and Acquisitions: The Value of a Company’s Workforce

Dentist’s Compensation: More Than Just a Paycheck

Dentist’s Compensation: More Than Just a Paycheck

With Declining Managed Care Rates and Baseless Denials, Providers Ask, “Is It Worth It?”

With Declining Managed Care Rates and Baseless Denials, Providers Ask, “Is It Worth It?”

CMS Releases Data on Hospital and Nursing Home Mergers

CMS Releases Data on Hospital and Nursing Home Mergers

IRS Releases First of “Dirty Dozen” Tax Scams

IRS Releases First of “Dirty Dozen” Tax Scams

Marcum Launches New TV Ads

Marcum Launches New TV Ads

The Healthcare Attorney’s Guide to Developing More Effective Management Agreements

The Healthcare Attorney’s Guide to Developing More Effective Management Agreements

Trends in Senior Living After the Pandemic

Trends in Senior Living After the Pandemic

Marcum LLP and Friedman LLP Announce Plans to Merge

Marcum LLP and Friedman LLP Announce Plans to Merge

CEO Optimism on the Rise, Reports Marcum-Hofstra CEO Survey

CEO Optimism on the Rise, Reports Marcum-Hofstra CEO Survey

Marcum LLP Climbs the Ranks in Annual Vault Accounting Firm Survey

Marcum LLP Climbs the Ranks in Annual Vault Accounting Firm Survey

After the COVID-19 Public Health Emergency: Returning to “Normal” Under the Stark Law

After the COVID-19 Public Health Emergency: Returning to “Normal” Under the Stark Law

Reinstatement of Medicare Sequestration

Reinstatement of Medicare Sequestration

What Team Will Lead You to Success? Benefits of Hiring a Dental Practice Management Advisor

What Team Will Lead You to Success? Benefits of Hiring a Dental Practice Management Advisor

Marcum Foundation Raises More than $659,000 for St. Jude Children’s Research Hospital

Marcum Foundation Raises More than $659,000 for St. Jude Children’s Research Hospital

Marcum LLP Establishes Diversity Scholarship Fund for Underrepresented Students

Marcum LLP Establishes Diversity Scholarship Fund for Underrepresented Students

Lump Sum vs. Dollar Cost Averaging: Which Is Better?

Lump Sum vs. Dollar Cost Averaging: Which Is Better?

The Biden Administration’s 2023 Budget

The Biden Administration’s 2023 Budget

We Believe in a Balanced Operational Approach for our Dental Clients

We Believe in a Balanced Operational Approach for our Dental Clients

Employee Retention and Worker Stress Key Challenges for CEOs, Marcum-Hofstra Survey Finds

February 9, 2022

Employee Retention and Worker Stress Key Challenges for CEOs, Marcum-Hofstra Survey Finds

New Tax Forms Required for Many Partnerships & S-Corporations: Introducing Schedules K-2 and K-3

February 8, 2022

New Tax Forms Required for Many Partnerships & S-Corporations: Introducing Schedules K-2 and K-3

Monitoring Your Portfolio

February 7, 2022

Monitoring Your Portfolio

Tax Credits and Incentives to Benefit Growing Businesses – Part 1

February 7, 2022

Tax Credits and Incentives to Benefit Growing Businesses – Part 1

How to Invest Capital Gains in Qualified Opportunity Zone Funds

February 7, 2022

How to Invest Capital Gains in Qualified Opportunity Zone Funds

Advance Child Tax Credit Payments and Economic Impact (Stimulus) Payment

January 27, 2022

Advance Child Tax Credit Payments and Economic Impact (Stimulus) Payment

A Dental Outlook

January 17, 2022

A Dental Outlook

Deferred 2020 Employer Social Security Tax and Deferred 2020 Self-employment Tax Must Be Paid by December 31, 2021

December 22, 2021

Deferred 2020 Employer Social Security Tax and Deferred 2020 Self-employment Tax Must Be Paid by December 31, 2021

RMDs are Required for 2021 Again

December 21, 2021

RMDs are Required for 2021 Again

Mega Roth IRAs

December 9, 2021

Mega Roth IRAs

2021 Year-End Review

December 6, 2021

2021 Year-End Review

Bipartisan Infrastructure and Jobs Act (BIJA)

December 6, 2021

Bipartisan Infrastructure and Jobs Act (BIJA)

2021 Year-End Tax Planning Strategies for Individuals

December 6, 2021

2021 Year-End Tax Planning Strategies for Individuals

Planning Considerations for Today’s Modern Families

December 6, 2021

Planning Considerations for Today’s Modern Families

Self-Employment Tax Considerations for LLC Members

December 6, 2021

Self-Employment Tax Considerations for LLC Members

Equity-Based Compensation

December 6, 2021

Equity-Based Compensation

The Effect of Tax Law Changes on Decisions Regarding Choice of Entity

December 6, 2021

The Effect of Tax Law Changes on Decisions Regarding Choice of Entity

Gift and Estate Tax Planning Opportunities

December 6, 2021

Gift and Estate Tax Planning Opportunities

Prioritizing Estate Plans: Proposed Tax Law Changes

December 6, 2021

Prioritizing Estate Plans: Proposed Tax Law Changes

Nonprofits: A Glance Behind and a Look Ahead

December 6, 2021

Nonprofits: A Glance Behind and a Look Ahead

How Commercial Solar Projects Work Within ESG

December 6, 2021

How Commercial Solar Projects Work Within ESG

The Real Estate Industry’s Pandemic Rebuild

December 6, 2021

The Real Estate Industry’s Pandemic Rebuild

Year-End Tax Planning for Contractors

December 6, 2021

Year-End Tax Planning for Contractors

International Taxation Matters: Potential Impact and Planning Points

December 6, 2021

International Taxation Matters: Potential Impact and Planning Points

Transfer Pricing Update

December 6, 2021

Transfer Pricing Update

Research and Development (R&D) Tax Credit Applicability and Benefit

December 6, 2021

Research and Development (R&D) Tax Credit Applicability and Benefit

State and Local Tax Updates

December 6, 2021

State and Local Tax Updates

State Tax Nexus

December 6, 2021

State Tax Nexus

Pass-Through Entity Tax Workarounds by States

December 6, 2021

Pass-Through Entity Tax Workarounds by States

State Telecommuting and Residency Considerations

December 6, 2021

State Telecommuting and Residency Considerations

Top Year-End Investment Tips

December 6, 2021

Top Year-End Investment Tips

2021 and 2022 Inflation/Cost of Living Updates

December 6, 2021

2021 and 2022 Inflation/Cost of Living Updates

Marcum LLP Issues 2021 Year-End Tax Guide

November 29, 2021

Marcum LLP Issues 2021 Year-End Tax Guide

Middle-Market Companies Struggling with Inflation and Supply Chain Disruptions, Reports Marcum-Hofstra Survey

November 18, 2021

Middle-Market Companies Struggling with Inflation and Supply Chain Disruptions, Reports Marcum-Hofstra Survey

Bipartisan Infrastructure and Jobs Act Passed by the House of Representatives

November 9, 2021

Bipartisan Infrastructure and Jobs Act Passed by the House of Representatives

Inflation-Fighting TIPS

October 22, 2021

Inflation-Fighting TIPS

Red Flags that Could Trigger an IRS Audit

October 22, 2021

Red Flags that Could Trigger an IRS Audit

CEOs Upbeat Despite Delta Variant and Hiring Challenges, Finds Marcum-Hofstra CEO Survey

September 22, 2021

CEOs Upbeat Despite Delta Variant and Hiring Challenges, Finds Marcum-Hofstra CEO Survey

SBA Opens Paycheck Protection Program Direct Forgiveness Portal

August 12, 2021

SBA Opens Paycheck Protection Program Direct Forgiveness Portal

How the Biden Administration’s Green Book Affects Long-Term Capital Gains

August 10, 2021

How the Biden Administration’s Green Book Affects Long-Term Capital Gains

Pay Down Debt or Save for Retirement?

Pay Down Debt or Save for Retirement?

Capital Gains Tax under the American Families Plan

Capital Gains Tax under the American Families Plan

Court Case on Treatment of Payments to Shareholders Resolved in Favor of IRS

Court Case on Treatment of Payments to Shareholders Resolved in Favor of IRS

Marcum Foundation is National St. Jude Walk/Run Sponsor to Help Fight Childhood Cancer

Marcum Foundation is National St. Jude Walk/Run Sponsor to Help Fight Childhood Cancer

Historic IRS Delays Impacting Taxpayers

Historic IRS Delays Impacting Taxpayers

Mid-Market CEOs Optimistic but Concerned About Inflation, Finds Marcum-Hofstra Survey

Mid-Market CEOs Optimistic but Concerned About Inflation, Finds Marcum-Hofstra Survey

IRS Allows PPP Deduction Fix

IRS Allows PPP Deduction Fix

Income Tax Proposals in the American Families Plan

Income Tax Proposals in the American Families Plan

Marcum LLP Receives Eight Top 20 Rankings in Vault Accounting Survey

Marcum LLP Receives Eight Top 20 Rankings in Vault Accounting Survey

Middle-Market CEOs See Remote Workforce as Permanent Change, Finds Marcum-Hofstra Survey

Middle-Market CEOs See Remote Workforce as Permanent Change, Finds Marcum-Hofstra Survey

Paycheck Protection Program Extended to May 31

Paycheck Protection Program Extended to May 31

IRS Extends Tax Return Deadline

IRS Extends Tax Return Deadline

President Signs the American Rescue Plan

President Signs the American Rescue Plan

Federal Stimulus Package Key to Recovery, CEOs say in Marcum-Hofstra Poll

February 11, 2021

Federal Stimulus Package Key to Recovery, CEOs say in Marcum-Hofstra Poll

Second Stimulus Economic Relief Package Provisions

December 29, 2020

Second Stimulus Economic Relief Package Provisions

The Implications of COVID-19 for Skilled Nursing Facilities

December 14, 2020

The Implications of COVID-19 for Skilled Nursing Facilities

Changes to the Federal Physician Self-Referral Regulation

December 14, 2020

Changes to the Federal Physician Self-Referral Regulation

Taxes, the Possible Unexpected Consequence of Telehealth

December 8, 2020

Taxes, the Possible Unexpected Consequence of Telehealth

CEOs Want Economic Stimulus Program from Biden Administration, Finds Latest Marcum-Hofstra CEO Survey

November 30, 2020

CEOs Want Economic Stimulus Program from Biden Administration, Finds Latest Marcum-Hofstra CEO Survey

HHS issues New Guidelines on Capital Purchase Reporting

November 19, 2020

HHS issues New Guidelines on Capital Purchase Reporting

2020 Marcum Year-End Tax Guide Reviews Impacts of COVID and Planning Strategies for 2021

November 19, 2020

2020 Marcum Year-End Tax Guide Reviews Impacts of COVID and Planning Strategies for 2021

2021 Home Health Agency Medicare Rate Updates

November 17, 2020

2021 Home Health Agency Medicare Rate Updates

Women in Dentistry Annual Event Update

November 17, 2020

Women in Dentistry Annual Event Update

Critical Ransomware Threat to Public Hospital/Health Systems

October 29, 2020

Critical Ransomware Threat to Public Hospital/Health Systems

HHS Announces 1st Round of Covid-19 Incentive Payments to Nursing Homes

October 29, 2020

HHS Announces 1st Round of Covid-19 Incentive Payments to Nursing Homes

Medicare Bad Debts: New Enforcement of a Longstanding Requirement

October 19, 2020

Medicare Bad Debts: New Enforcement of a Longstanding Requirement

Certain Factors to Consider for the Fiscal 2020 Year-end Audit Cycle

October 19, 2020

Certain Factors to Consider for the Fiscal 2020 Year-end Audit Cycle

Phase 3 of Provider Relief Funding

October 2, 2020

Phase 3 of Provider Relief Funding

Medicare Rate Updates

September 29, 2020

Medicare Rate Updates

New Provider Relief Fund Reimbursement Limitations Published

September 22, 2020

New Provider Relief Fund Reimbursement Limitations Published

ASC 2020-05 Accounting Updates – What Have I Missed?

September 17, 2020

ASC 2020-05 Accounting Updates – What Have I Missed?

Provider Relief Funding – $2 Billion Incentive Payment Distribution

September 8, 2020

Provider Relief Funding – $2 Billion Incentive Payment Distribution

Federal Medicare Reimbursement is Always Local

August 17, 2020

Federal Medicare Reimbursement is Always Local

Telehealth Effectiveness from a Business Process Standpoint

August 17, 2020

Telehealth Effectiveness from a Business Process Standpoint

HHS Provider Relief Fund Updates

August 12, 2020

HHS Provider Relief Fund Updates

Provider Relief Funds and Uniform Guidance Audits

Provider Relief Funds and Uniform Guidance Audits

Additional $5 Billion of COVID-19 Funding for Nursing Facilities

Additional $5 Billion of COVID-19 Funding for Nursing Facilities

Provider Relief Fund Reporting Requirements

Provider Relief Fund Reporting Requirements

The CARES Act: Impact on Single Audits

The CARES Act: Impact on Single Audits

Employee Retention Credit

Employee Retention Credit

Recent Updates to the Provider Relief Fund FAQs

Recent Updates to the Provider Relief Fund FAQs

New Provider Relief Funding Required for HHS Reporting

New Provider Relief Funding Required for HHS Reporting

CARES Act Provider Relief Fund

CARES Act Provider Relief Fund

Home Health and Hospice Services during the Coronavirus Pandemic

Home Health and Hospice Services during the Coronavirus Pandemic

COVID-19: Issues to Consider for Healthcare Practices

COVID-19: Issues to Consider for Healthcare Practices

Marcum LLP Merges in The Abrix Group

Marcum LLP Merges in The Abrix Group

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