Knowledge and Insights: News and Press Releases

American Heart Association Recognizes Mercadien For Workplace Health Achievement

Scientific, evidenced-informed tool rates, recognizes workplace health programs and workforce well-being. The results of the American Heart Association’s 2021 Workplace Health Achievement Index were announced on Thursday, December 2nd, 2021 and Mercadien achieved national Silver recognition for taking significant steps to build a culture of health and well-being for its workforce. The American Heart Association’s…

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Mercadien Webinar Replay: M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process

Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors, Kevin Hoyle, CEO of B2B Gateway & Nicholas San Filippo IV, Partner of Lowenstein Sandler LLP presented a webinar, M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process on Tuesday, November 2nd along with moderator Frank…

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Tax Changes Effecting Your 2021 Tax Return

There has been much conjecture around what tax law changes will impact US Taxpayer’s in the Biden Administration budget proposal, the Green Book, which was released in May 2021. Check out our articles on the proposed major tax changes to individuals, businesses & estates. There are, however, real tax impacts for 2021 which were part…

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Major Tax Changes are Coming: What Lies Ahead?

There are numerous miscellaneous provisions in the tax proposals currently before the U.S. Federal Government and as we have learned from recent headlines the outcome is uncertain. As many of these provisions are likely to be signed into law, it is important that individuals and businesses are prepared. The information below is based on the…

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Major Tax Changes are Coming: What Lies Ahead for Estates?

Estate and trust taxation and planning techniques are two areas substantially impacted by the upcoming changes proposed this fall by Congress and the Biden Administration. It is essential that individuals and entities dealing with estates and trusts understand the pending changes and take advantage of planning before the opportunity ends with the passage of the legislation. The information below…

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Major Tax Changes are Coming: What Lies Ahead for Individuals?

Proposed changes to tax laws, and recently released draft legislation from the House Ways and Means Committee, have the potential to directly impact individuals. In addition, the IRS is allocating $78 billion for enforcement activities toward taxpayers whose income is $400,000 or more. It is important that taxpayers understand and prepare for this proposed legislation.…

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Webinar Replay: Not-For-(Their)-Profit: Prepare Your Organization for the Inevitable Cyber Attack

Mercadien’s Nonprofit & Human Services Group hosted a webinar in partnership with Armour Cybersecurity, Not-For-(Their)-Profit: Prepare Your Organization for The Inevitable Cyber Attack, on Tuesday, October 26, 2021 presented by David Chernitzky, Co-Founder of Armour Cybersecurity.  During the webinar, he went over: The latest cyber threats jeopardizing your security, privacy, and identity. The anatomy and…

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Tax Alert: House Ways & Means Committee Releases Proposed Tax Changes

On Wednesday, September 13th, the House Ways & Means Committee released legislative text containing a number of significant tax change proposals. One proposed change affects the use of Grantor Trusts for estate planning purposes. This change would affect the future funding of life insurance trusts and could result in life insurance within life insurance trusts…

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Mercadien Announces Executive Promotions; Several Associates Promoted to Director

Mercadien is pleased to announce several promotions within the firm’s corporate leadership team.  Three professionals were promoted to the level of Director: Ms. Melissa Correa, CRCM, a member of the Financial Institutions Services Group and resident of Oklahoma City, OK; Mr. Matthew Daly, CPA, a member of both the Government Services and Audit and Assurance…

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Jeffrey Baresciano Featured in PICPA’s CPA Now

Jeffrey Baresciano, CPA, CFF, ABV, CVA, Director of Mercadien’s Forensic & Litigation Support Services Group, was featured in the Pennsylvania Institute of Certified Public Accountants (PICPA) CPA Now blog. His article entitled, “The Right Valuation Approaches During Times of Uncertainty”, discusses how important it is to ensure that the entire story of a closely held…

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