Forensic Services

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  • Trump Accounts — A New Planning Tool for the Next Generation
    A CLIENT ADVISORY FROM OUR TAX DEPARTMENT Trump accounts are a recently introduced federal child savings vehicle designed to help families begin retirement-oriented investing during childhood. For high-net-worth families, we recommend viewing these accounts as a complement to 529 plans, trusts, or other advanced estate planning strategies – not as a replacement. They serve as…
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  • Inventory Management Best Practices for Accurate Financial Reporting
    For companies with significant inventory, accurate inventory management remains a critical component of reliable financial reporting. Inventory often represents a substantial portion of a company’s assets, directly impacting profitability, cash flow and decision-making. In today’s environment, rising costs, supply chain variability and pressure on margins have increased the complexity of managing inventory. Businesses that take…
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  • Mercadien’s Raphael J. Carletti Named to South Jersey Biz 2026 Young Professionals to Watch List
    The Mercadien Group is proud to share that Raphael J. Carletti, CPA, PSA, Director in Mercadien’s Nonprofit & Human Services Group, has been named one of South Jersey Biz’s 2026 Young Professionals to Watch. The annual recognition highlights professionals under the age of 40 who demonstrate leadership, professional achievement, and a commitment to their organizations…
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  • Important Tax Alert: Beware of Fake IRS CP53E Notices
    We want to make our clients aware of a recent increase in scam activity involving fake IRS CP53E notices. As your trusted advisors, our priority is to help you protect your personal and financial information. Please review the information below and contact us if you have any concerns. WHAT IS AN IRS CP53E NOTICE? The…
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  • IRS Expands Business Tax Account Access for Tax‑Exempt Organizations
    The IRS has expanded access to its Business Tax Account (BTA) to include tax‑exempt organizations, along with partnerships and government entities. For nonprofit leaders, this is a meaningful step toward modernizing how organizations interact with the IRS. This expanded access will allow organizations to: Historically, many tax‑exempt organizations have been limited to paper filings and phone calls for…
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  • Mercadien Hosts Day of Service Supporting Local Nonprofits & Children
    Princeton, NJ & Philadelphia, PA – On December 5, 2025, Mercadien, a regional CPA and advisory firm, celebrated its Annual Day of Service by participating in a series of impactful activities supporting local charitable organizations. The firm’s associates came together to make a positive impact on the community through several meaningful initiatives benefiting area organizations…
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  • OBBBA & MEDICAID COMPLIANCE: A COMPLETE GUIDE FOR HEALTHCARE PROVIDERS
    The One Big Beautiful Bill Act (OBBBA) is reshaping the world of Medicaid billing and compliance, bringing both opportunities and new challenges for healthcare organizations. With the move to consolidated invoicing and more rigorous documentation standards, providers must rethink operational processes to meet the latest regulatory demands. In this article, we’ll take an in-depth look at the OBBBA’s…
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  • One Big Beautiful Bill: What It Means for Your Taxes in 2025 & Beyond
    Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) brings sweeping changes to the U.S. tax code that could significantly impact your financial strategies and tax planning.  The OBBBA extends key provisions of the Tax Cuts and Jobs Act (TCJA) set to expire at the end of 2025 and also introduces new…
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  • Mercadien Launches New Entity, Mercadien Capital Advisors, Offering M&A Advisory & Brokerage Services to Middle-Market Businesses
    Princeton, NJ & Philadelphia, PA — The Mercadien Group, a prominent financial services firm, proudly announces the launch of Mercadien Capital Advisors, a new company specializing in merger and acquisition (M&A) advisory and exit planning services tailored to middle-market businesses. This strategic expansion underscores Mercadien’s commitment to providing expert guidance and comprehensive solutions to business…
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  • The Role of a Forensic Accountant in Litigation
    Forensic accounting is a specialized field that merges accounting, auditing, and investigative skills to analyze financial information and provide insights in legal contexts. Forensic accountants are crucial in litigation, offering expertise that can make or break a case. Their role extends beyond mere number-crunching; they are detectives of the financial world, meticulously uncovering truths hidden…
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