Bio

Jodi Mersinger is a partner in Marcum’s Tax & Business Services Division. Jodi has extensive experience in strategic tax planning and compliance for privately held business and high-net-worth individuals with assets and operations of varying size and complexity. She helps clients develop and implement tax-efficient strategies and solutions specific to their needs and goals. Jodi’s services span the business life cycle from formation through ownership transfers, mergers and acquisitions, divestitures, succession planning, and structuring business sales, as well as transactional planning for pass-thru and corporate entities, including multi-state and multi-national enterprises. Her industry experience includes real estate development, private equity, manufacturing, distribution, alternative investments, and professional services. Jodi’s skillset qualifies her to counsel high-net-worth and family office individual and trust clients seeking assistance with wealth transfer planning, stock compensation planning, divorce planning, trust administration, investment partnerships, and family business planning.