Key Personnel
Mercadien Webinar Replay: 2020 Year-End Tax Planning: What You Need to Know
Richard S. Willinger, CPA, MST, CGMA, Managing Director of Mercadien’s Private Company Services Group presented a webinar 2020 Year-End Tax Planning: What You Need to Know on Tuesday, December 15th. During…
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…
State & Local Government Entities – Are You Spending Your Relief Funds Properly?
The Coronavirus Relief Fund, a product of the Coronavirus Aid, Relief and Economic Security (CARES) Act, distributed $150 billion of payments for specified uses to state and certain local governments.…
Is Your Organization Utilizing All Available Relief Funds for Healthcare Providers?
The Coronavirus Aid, Relief and Economic Security (CARES) Act established and appropriated $175 billion the Provider Relief Fund. The Provider Relief Fund supports American families, workers, and the heroic healthcare…
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…
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…
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. …
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,…
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,…
$155M Funding Available for NJ Long-Term Care Facilities
Yesterday New Jersey Governor Phil Murphy, Department of Health (DOH) Commissioner Judith Persichilli, and Department of Human Services Commissioner Carole Johnson announced that $155 million in relief funds will be…