Insights: Knowledge and Insights: Newsletters

Regulatory guidance for banks has become increasingly forceful. Recent developments are making it clear that should is to be interpreted as shall. Financial institutions are working to establish compliance frameworks…

When I ask my clients if they have a formal risk management process and plan, the discussion often goes to insurance.  I get a “Yes, our buildings and other fixed…

In our August 2018 newsletter, we highlighted the four new accounting standards updates (ASU) that will impact nonprofits in the next few years. ASU 2016-14, Presentation of Financial Statements of…

Opioid use and addiction have reached epidemic proportions in this country.  According to the U.S. Centers for Disease Control and Prevention, in 2016, an average of 115 Americans per day…

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…

Traditional roles of Certified Public Accountants (CPAs) in the public sector, whether at the federal, state or local level, revolve around the areas of auditing, financial reporting and management accounting.…

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…

Most not-for-profit organizations are required to file Form 990, Return of Organization Exempt from Income Tax. Form 990 is the IRS’ primary tool for gathering information about tax exempt organizations,…

Succession planning is a process that every business owner thinks about, however, identifying and developing new leaders is easier said than done. According to Business Enterprise Institute’s 2016 Business Owner…

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…