Key Personnel

Important Considerations for Year-End Tax Planning

As year-end approaches, it is a good time to think about planning moves that may help reduce taxes for this year and possibly next. Year-end planning for 2020 takes place during the COVID-19 pandemic, which in addition to its devastating health and mortality impact has widely affected business finances. New tax rules have been enacted…

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Mercadien Webinar Replay: Getting Your Financial House in Order Post COVID-19

Lee D. Boss, CPA, MBA, Managing Director & Chair of Mercadien’s Private Company Services Group & Michael Warady, CFP, Regional Director of Source Advisors presented a webinar Getting Your Financial House in Order Post COVID-19 on Tuesday, October 20th. During the webinar, they went over: How to produce accurate financial reports & projections/forecasts Key financial drivers…

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Raji Sathappan Featured in ICBA Independent Banker Magazine

Raji Sathappan, CPA, MBA, CRCM, CAMS Managing Director with Mercadien, was featured in the October issue of the Independent Community Bankers of America’s (ICBA) Independent Banker Magazine. The article is titled, “Compliance Challenges for Commercial Lenders” by Beth Mattson-Teig, and discusses how in order to make sure your community bank’s commercial loans are compliant, it…

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SBA Streamlines PPP Forgiveness for Loans ≤ $50,000

On October 8, 2020, the Small Business Administration (SBA) released a streamlined two-page application (i.e., Form 3508S) focused specifically on small Paycheck Protection Program (PPP) borrowers who borrowed less than $50,000.  Although eligible loans account for only 9% of overall PPP loan dollars, they amount to approximately two-thirds of all PPP loans funded. The instructions to…

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Mercadien Announces Executive Promotions; Names Ms. Lovepreet Buttar A Partner

September 14, 2020; Princeton, NJ & Philadelphia, PA – The Mercadien Group is pleased to announce several promotions within the firm’s corporate leadership team.  Ms. Lovepreet Buttar, CPA, MBA, CGMA, PSA, a member of the Nonprofit & Human Services Group, was promoted to managing director of The Mercadien Group and principal in Mercadien, P.C., CPAs…

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Mercadien Webinar Replay: Credit Risk Management During Uncertain Times

Jorge Olazagasti, MBA, Director & Melissa Correa, CRCM, Manager, of Mercadien’s Financial Institutions Services Group presented a webinar Credit Risk Management During Uncertain Times on Thursday, August 27th. During the webinar, they went over: The immediate impact of the pandemic on credit risk management  Reviewing state specific lending initiatives How to monitor initiatives & delinquencies How…

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Managing Director Myron Gellman Interviewed for August Issue of New Jersey Business Magazine

Myron Gellman, MBA, CMC, CBA, Managing Director with Mercadien, was featured in the August issue of New Jersey Business Magazine. The article is titled, “It’s Good to be in the Middle” by Anthony Birritteri, Editor-in-Chief of New Jersey Business Magazine, and addresses the attractiveness of the middle market within the professional services realm. Within the…

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SBA Issues Procedural Notice for PPP Lender Forgiveness Reviews & Submissions

On July 23rd, the Small Business Administration (SBA) issued the following Procedural Notice regarding the process which lenders must follow in their review of your Paycheck Protection Program (PPP) forgiveness application and how they will interface with the SBA to request reimbursement for loans that they approve for forgiveness. View the Procedural Notice here –…

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Mercadien Webinar Replay: Are You Ready to Submit Your PPP Forgiveness Application?

Frank Pina, CPA, Sherise D. Ritter, CPA, Kyle Neeld, CPA, Managing Directors & Elizabeth LaCorte, CPA, Manager, presented a webinar Are You Ready to Submit Your PPP Forgiveness Application? on Wednesday, July 29th. During the webinar, they went over: Key points of the PPPFA Modifications to provisions related to PPP loan forgiveness, including: Extended covered period…

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Frank Pina Featured Guest on RVN TV’s Behind the Numbers

Frank Pina, CPA, CFF, CFE, CGMA, Managing Director with Mercadien’s Forensic & Litigation Support Services Group, was a featured guest on RVN TV’s Behind the Numbers with host Dave Bookbinder. The two discussed how organizations can identify fraud & what to do once fraud is detected. To view the full interview click here. For more information…

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