Family Office
Alert for All Employers! Be Aware of Substantial Changes in NJ Employment Laws!
The State of New Jersey has made numerous changes to the employment laws in the last two years. Businesses large and small, as well as nonprofit organizations and government entities…
Mercadien Announces Executive Promotions; Names Ms. Raji Sathappan A Partner
The Mercadien Group is pleased to announce several promotions within the firm’s corporate leadership team. Ms. Raji Sathappan, CPA, MBA, CRCM, CAMS, a member of the Financial Institutions Services Group,…
A Tax Deduction for Charitable Giving for NJ?
New Jersey taxpayers may see a deduction for charitable giving for 2019 on the NJ-1040! On March 25, 2019, the Senate voted in favor of Bill No. S2179 that would…
How to Prepare Your 18-Year-Old for Financial Success
Your teenager is on the cusp of turning 18. As a parent, you want to ensure you make the correct financial decisions that set them up for a successful future.…
Opportunity Zones
On April 17, 2019, the Internal Revenue Service issued proposed regulations and further guidance related to Qualified Opportunity Zone (QOZ) investments. The Tax Cuts and Jobs Act signed into law…
Mercadien Partner Michelle Everman Participates in Panel Discussion on Planned Giving
Michelle V. Everman, CPA, PFS, CGMA, Managing Director & Co-Chair of Mercadien’s Individual Services and Family Office Group, participated with other experts in a panel discussion on the topics of Estate…
Mercadien Sponsors Session at 2018 NJBIA Women Business Leaders Forum
The New Jersey Business & Industry Association (NJBIA) Annual Women Business Leaders Forum was held Friday, September 14, 2018, at the Newark Liberty Airport Marriott. Under the theme, Empowering Together,…
NJ’s New Paid Sick Leave Act – A Summary
The New Jersey State Legislature passed a new Paid Sick Leave Act, that takes effect on Monday, October 29, 2018. Below we’ve summarized the highlights for you to ensure your…
State of PA Changes 1099-MISC Withholding Tax Requirements for 2018
The State of Pennsylvania issued changes to 1099-MISC tax withholding requirements for individuals and businesses for 2018. Details can be found on this resource document provided by the Pennsylvania Department…
How Donor Advised Funds Can Maximize Tax Savings on Your Charitable Deduction Under the Tax Cuts & Jobs Act of 2017
The Tax Cuts and Jobs Act of 2017 made significant changes to itemized deductions for individuals starting in 2018. While many are focused on the limitation of $10,000 of state…