Key Personnel

Do You Have a Plan?

Whether you are a business owner or an employee, now is a good time to begin thinking about tax-efficient planning to maximize your after-tax income. Year-end planning for 2019 takes…

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SBA Awards $20 Million Contract to Mercadien JV for Risk Mgmt. of 504 Loans

The Mercadien Group is pleased to announce that its affiliate company, Kingstonville-Mercadien JV, LLC, has been awarded a five-year contract with the U.S. Small Business Administration (SBA) to provide risk-based…

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The Near-Term for Nonprofits

I am happy to report that once again, Kyle, Lovepreet and I visited Washington, D.C. to attend the American Institute of CPA’s Annual Not-for-Profit Conference, held each summer.  While there,…

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The Risk of Medicaid Recovery Audits

In the health and human services sector, the years-long transition in the provider claims payment system – from contracted cost to fee-for-service reimbursement – is nearly complete.  One question that…

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Mercadien Announces Executive Promotions; Names Ms. Raji Sathappan A Partner

The Mercadien Group is pleased to announce several promotions within the firm’s corporate leadership team. Ms. Raji Sathappan, CPA, MBA, CRCM, CAMS, a member of the Financial Institutions Services Group,…

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Mercadien’s Ken Kamen Appears on Nightly Business Report

Ken Kamen, president of Mercadien Asset Management, appeared on Nightly Business Report produced by CNBC on Friday, July 19th. Should investors be aggressive or patient with the stock market in…

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Whether You Sell Your Business or Not, the Planning is the Same

There are many things for you to consider as you think about the future of your business ownership: When is the right time to move on? How much money will…

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A Tax Deduction for Charitable Giving for NJ?

New Jersey taxpayers may see a deduction for charitable giving for 2019 on the NJ-1040!  On March 25, 2019, the Senate voted in favor of Bill No. S2179 that would…

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How to Prepare Your 18-Year-Old for Financial Success

Your teenager is on the cusp of turning 18. As a parent, you want to ensure you make the correct financial decisions that set them up for a successful future.…

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Opportunity Zones

On April 17, 2019, the Internal Revenue Service issued proposed regulations and further guidance related to Qualified Opportunity Zone (QOZ) investments. The Tax Cuts and Jobs Act signed into law…

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