Industries

Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors, Kevin Hoyle, CEO of B2B Gateway & Nicholas San Filippo IV, Partner of Lowenstein Sandler LLP presented a webinar, M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process on Tuesday, November 2nd along with moderator Frank…

There has been much conjecture around what tax law changes will impact US Taxpayer’s in the Biden Administration budget proposal, the Green Book, which was released in May 2021. Check out our articles on the proposed major tax changes to individuals, businesses & estates. There are, however, real tax impacts for 2021 which were part…

There are numerous miscellaneous provisions in the tax proposals currently before the U.S. Federal Government and as we have learned from recent headlines the outcome is uncertain. As many of these provisions are likely to be signed into law, it is important that individuals and businesses are prepared. The information below is based on the…

Estate and trust taxation and planning techniques are two areas substantially impacted by the upcoming changes proposed this fall by Congress and the Biden Administration. It is essential that individuals and entities dealing with estates and trusts understand the pending changes and take advantage of planning before the opportunity ends with the passage of the legislation. The information below…

Proposed changes to tax laws, and recently released draft legislation from the House Ways and Means Committee, have the potential to directly impact individuals. In addition, the IRS is allocating $78 billion for enforcement activities toward taxpayers whose income is $400,000 or more. It is important that taxpayers understand and prepare for this proposed legislation.…

Mercadien’s Nonprofit & Human Services Group hosted a webinar in partnership with Armour Cybersecurity, Not-For-(Their)-Profit: Prepare Your Organization for The Inevitable Cyber Attack, on Tuesday, October 26, 2021 presented by David Chernitzky, Co-Founder of Armour Cybersecurity.  During the webinar, he went over: The latest cyber threats jeopardizing your security, privacy, and identity. The anatomy and…

On Wednesday, September 13th, the House Ways & Means Committee released legislative text containing a number of significant tax change proposals. One proposed change affects the use of Grantor Trusts for estate planning purposes. This change would affect the future funding of life insurance trusts and could result in life insurance within life insurance trusts…

Last summer many in the non-profit sector received a communication informing them that their information, placed on Blackbaud’s servers has been captured by cybercriminals. Blackbaud — a popular cloud software company, powers many non-profit organizations by helping them manage donor information, finances, vendor facilitation, grants, marketing, and payments. Imagine the shock! Your closest supplier, the…

The answer is probably “a lot of things” right? It is for many of us here at Mercadien. Our Nonprofit and Human Services Group meets regularly to discuss our clients’ top challenges and look at ways we can help them address their issues. We have gathered intel from our clients, the AICPA and NJCPA, the…

Mercadien is pleased to announce several promotions within the firm’s corporate leadership team.  Three professionals were promoted to the level of Director: Ms. Melissa Correa, CRCM, a member of the Financial Institutions Services Group and resident of Oklahoma City, OK; Mr. Matthew Daly, CPA, a member of both the Government Services and Audit and Assurance…