Insights: Industries

Lisa Thouin Presents on Liquidity Risk Management at FMS NY/NJ & NJBankers Assoc. CFO Conf.

The FMS NY/NJ Chapter presented a Spring Half-Day CFO Conference jointly sponsored with the New Jersey Bankers Association (“NJBA”). The event was held at the Stony Hill Inn in Hackensack,…

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Mercadien’s Ken Kamen Featured on CNBC’s Markets Now

Ken Kamen, president of Mercadien Asset Management, says small caps are a bright light for investors because they have less international exposure, and will start to reap the benefits of…

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Are You in Control of Your Company? Look Internally.

Overview of Internal Controls and Their Importance We live in a fast-paced and rapidly-changing business environment focused on innovation and efficiency.  With new systems, means of access, and growth, it…

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Ready, Set, Compliance!

Is your organization required to comply with certain state, federal or industry regulatory guidelines? Are you ready for your next compliance audit? Navigating the sea of regulations that exist today…

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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…

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Reasons To Consider Working With An Aging Care Management Consultant

It is estimated that in the U.S. nearly 10,000 people a day are turning age 65, and this will continue for the next 17 years.  The reason… the baby boomers…

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Streamlining Fundraising Licensure Through a Single Portal Initiative

Nonprofit finance professionals often identify compliance as a significant burden that has become costlier over time, especially within the past two to three years. Ensuring compliance with the various finance-related…

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3 Changes to Unrelated Business Income

While most nonprofits are tax exempt, that doesn’t mean they won’t pay business income tax. When nonprofits generate income from unrelated activities, the activities can be taxed as unrelated business…

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Sherise Ritter Receives Award for Advocacy from Enable, Inc.

Congratulations to Sherise Ritter, CPA, CGFM, CGMA, PSA, who received the Enable Award for Advocacy at the nonprofit’s annual fundraising gala on April 27, 2018.  A managing director and co-chair…

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Mercadien’s Ken Kamen Featured Expert Commentator on CNBC

Ken Kamen, president of Mercadien Asset Management, and Jeff Hirsch of Stock Trader’s Almanac were featured expert commentators on CNBC Live TV to give their take on the expected stock…

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