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Mariette T. O'Malley

CPA,  J.D. (Tax), CFP^®, PFS, MBA

Tax and Planning Partner

 

Mariette graduated from Cinnaminson High School, LaSalle University, Rutgers University Law School, Tax honors program, and is a member of the AICPA, NJ State CPA Society, and the American Association Attorney CPA's. Mariette represents the third generation of O'Malley's to practice public accounting. Mariette has lectured and consulted on family business problems, mergers and acquisitions, real estate swaps, retirement and estate planning, divorce strategy and other areas that commingle taxation and law. In addition to representing clients on tax audit and appeal issues, she also assists delinquent taxpayers get current.

 

In the midst of her career, Mariette returned "to the books" challenging and achieving her CFP^®, and an MBA in Entrepreneurial Studies from William Howard Taft University. Mariette teaches the CFP^® exam and review courses, on location and on the internet, as an adjunct professor at many top universities and is a frequent speaker on taxation, financial planning and related topics.

 

When she is not at work, you can usually find Mariette with her dogs. An avid Irish Setter fancier, she has campaigned eleven dogs to their championship and beyond!

 

Her volunteer activities include being a member of the Cinnaminson Township Planning Board and various other dog-related activities, including cooking (one of her hobbies) for several Irish Setter dog club shows and field trial functions.