Insights: Key Personnel
Mercadien Partner Michelle Everman Participates in Panel Discussion on Planned Giving
Michelle V. Everman, CPA, PFS, CGMA, Managing Director & Co-Chair of Mercadien’s Individual Services and Family Office Group, participated with other experts in a panel discussion on the topics of Estate…
Lessons to Lessen Business Divorce Disputes
Whether between partners in life or partners in business, disagreements are inevitable. As with those in life, some business relationships become irreparable, ultimately leading to a business divorce. This is…
Mercadien Announces Managing Director and Other Promotions
The Mercadien Group is pleased to announce several executive promotions within the firm. Mr. Digesh Patel, CPA, MBA, RMA, CGMA, PSA, a director in the firm’s Government Services Group, has…
Mercadien Sponsors Session at 2018 NJBIA Women Business Leaders Forum
The New Jersey Business & Industry Association (NJBIA) Annual Women Business Leaders Forum was held Friday, September 14, 2018, at the Newark Liberty Airport Marriott. Under the theme, Empowering Together,…
Focusing on 4 New Nonprofit Accounting Standards Updates
Happy New Year! Saying this might make you think of Christmas in July but at Mercadien, July 1st starts our new fiscal year. Our tradition in the Nonprofit and Human…
Unintended Consequences of Changes to Withholding Rates Under New Tax Law
With the passage of the new tax law on December 22, 2017, there may be some unintended consequences of which everyone should be aware. One change directly affected the federal…
Barely Average Financial Education in the U.S.
It might not be surprising, but the United States isn’t close to the top when it comes to basic financial literacy skills among teenage students. Which country is? China. The…
Using Social Media as an Investigative Tool
Traditionally, social media was known as a web-based platform that allowed users to create, share or exchange information through virtual communities and networks. Today, the number and types of social…
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,…
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…