November 2019
Estate Planning Considerations for Business Owners
Regardless of whether your exit plan includes a transition to another owner or an acquisition…
Read MoreMeet Jerry
Jerry Mahan
CPA, MBA
Partner
Jerry is a leader in the Firm’s Individual & Family Tax Practice, assisting individuals and families to address their most complex financial challenges as they work to protect, grow and maintain wealth. Jerry’s technical expertise also extends to business tax planning as he regularly consults with corporate customers to address ongoing financial challenges and strategic alternatives for their business entities. President of the Essex Country Estate Planning Council in MA, Jerry received his Bachelor’s Degree from Mount Washington College and his MBA from Southern New Hampshire University.
- Passionate
- Supportive
- Trustworthy
Notable Matters
High-net-worth, entrepreneurial individuals & family offices we provide strategic tax consulting to
MFA collaborates with customers operating in all 50 U.S. states
Areas of Focus
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One of the most important roles we play is as a sounding board. Whenever the path forward is unclear, we’re here for our customers to help guide them in the right direction.
At the end of the day, it’s not just about filing tax returns, it’s about teammates. It’s not just about conducting audits, it’s about allies. Being a partner and not a vendor. This is the philosophy that guides how MFA works with each and every customer.
In encouraging and cultivating innovation, we continually display an unwavering entrepreneurism in hopes of pioneering forward the vision of all those around us.
At MFA, we are unique thinkers with the power of exponential thought, all of which is magnified when we think freely, openly and for the collaborative purpose of helping our customers and fellow colleagues achieve their definition of success.
For us, it’s all about empowering people & organizations to find their path to prosperity & fulfillment.
Our abundant curiosity, fresh perspectives and divergent thinking get our customers looking at their businesses and personal financial matters in a whole new light — opening the flood gates for new ideas and innovative solutions.
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If you could time travel, when would you travel to?
- 11/5/1955
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Best Book You’ve Ever Read
- "Start with Why"
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What’s the best way to start the day?
- With a workout
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What do you wish you knew more about?
- A foreign language
July 2019
Charitable Contribution Deductions Limited with State Tax Credits
On June 13, 2019, the IRS and Treasury Department issued final regulations under Section 170, limiting federal…
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