Key Personnel

Self-Employed Retirement Plans: What Plan Is Right For You?

Self-employed (SE) individuals have the opportunity to create a nest egg while potentially reducing their current tax liabilities.  An added challenge to being self-employed is understanding the best way to save for retirement on your own.  Determining which specific self-employed retirement plan is the right fit for your needs, goals and circumstances is dependent on…

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Understanding Your Retirement & Benefits in a Government Plan

With another fiscal year-end (June 30th) in the rearview for the State of New Jersey’s Division of Pensions and Benefits (the Division), it is as good a time as any for plan members to brush up on their benefits. The Audited Comprehensive Financial Report for 2021 offers great insight into how members respective pension plans…

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Mercadien Serving as Subcontractor on U.S. SBA Awards $13 Million Contract, for Supervised Lenders 7(a) Guaranteed Loan Program

Princeton, NJ and Philadelphia, PA – The Mercadien Group is pleased to announce that it has been awarded through its partner company, Kingstonville, LLC, a $13 Million one-year contract, with four optional years, with the U.S. Small Business Administration (SBA) to provide services in support of the SBA Office of Credit Risk Management (OCRM) Supervised…

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Mercadien Announces Executive Promotions; Names Three New Partners

Princeton, NJ & Philadelphia, PA – The Mercadien Group is pleased to announce several promotions within the firm’s corporate leadership team.  Ms. Bjondina Karpuzi, CPA, PSA, a member of the Private Company and Advisory Services Groups, was promoted to managing director of The Mercadien Group and principal in Mercadien, P.C., CPAs (the official titles of…

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Mercadien Serving as Subcontractor on U.S. HHS $15 Million Contract, for Provider Relief Fund Allocations & Support

Princeton, NJ and Philadelphia, PA – The Mercadien Group is pleased to announce a subcontract agreement with Kingstonville LLC, who was recently awarded a five-year $15 million contract with the U.S. Department of Health and Human Services (HHS) through its subagency, the Health Resources and Services Administration (HRSA), to provide administrative and technical support in…

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Webinar Replay: Why You Should Validate Your CECL Model

Mercadien’s Financial Institutions Services Group hosted a complimentary webinar “Why You Should Validate Your CECL Model” Thursday May 12, 2022 from 1-2:30 PM.   Presenters Joseph Galdo, CPA, CAMS, CFE, CERP, Director & David Healey, Supervisor reviewed the CECL readiness and model validation process, as well as considerations and best practices relating to CECL. During the webinar,…

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Benefits of an Outsourced or Fractional CFO

Many emerging growth and middle-market companies stand to benefit from the expertise of an experienced financial and accounting professional but are hesitant to carry the cost of a full-time CFO or just struggle to fill that position.  Often, these organizations employ a bookkeeper and accounting personnel but lack a fully functional accounting department capable of…

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Economic Update: What Could Go Right?

The first quarter of 2022 was a reminder that there are times, though rare, when both the bond market (the “safe stuff”) and stock market can go down at the same time, as they grapple with the same host of emerging economic and geopolitical uncertainties. Heightened uncertainty creates challenging times for financial markets, a dynamic…

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Webinar Replay: Surviving to Thriving: Employer Considerations in a Changing Employment Market

Mercadien’s Nonprofit & Human Services & Private Company Services Groups hosted a complimentary webinar “Surviving to Thriving: Employer Considerations in a Changing Employment Market”.   Presenters, Christina M. Reger, Esq., Founding Partner, Law Offices of Christina M. Reger & Kate Cione, Vice President of Strategy, The O’Connor Group provided insight on the most common challenges in the employment…

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How Independent Loan Reviews Can Mitigate Risk to Your Institution

Banks and financial institutions rely on the insight from independent loan reviewers to uncover potential risks embedded in their loan portfolios. As part of standard practice, financial institutions engage independent entities to review their loan portfolios, ensuring no undue risk may affect the Bank’s overall asset quality and capital composition. An independent review of the…

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