Knowledge and Insights: News and Press Releases

Remembering Our Friend & Partner, Eugene “Gene” Elias

It is with great sorrow that we announce the passing of our partner and dear friend, Eugene “Gene” Elias. We are so fortunate to have had Gene and his family as part of our Mercadien family for almost 30 years. He was a friend, mentor, advisor, and role model to many of us, and he…

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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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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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Estate Planning After the 2021 Tax Change Countdown (That Didn’t Happen)

If you remember in the Fall of 2021 lots of scary tax law changes came roaring out of the House Ways and Means Committee including significant changes that impacted estate planning. The biggest threat was the reduction of the $11.7 million estate and gift tax lifetime exclusion that many estate planners were hoping would still…

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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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