HIPAA and the Risks with Contractors
Most public, private and governmental entities are well aware of their responsibilities, as covered entities, to protect health records and certain personal information. They have identified their areas of risk…
Knowledge and Insights: Newsletters
Relief For Small Business Retirement Plan Filing Penalties
The Internal Revenue Service began a one-year pilot program last June to help small businesses with retirement plans that owe penalties for not filing reporting documents. By filing current and…
Paying for College? It’s Never Too Early or Late to Plan
As the weather turns cooler and leaves change color, we reflect back on the joys of summer vacation and look forward to next summer. Back-to-school brings the familiar routines of…
Are You Subject to FATCA?
It’s a fact – FATCA is here. What is FATCA? How does it impact you or your company? If FATCA does apply, are you or your company compliant with its…
The U.S. Ranks Number Nine in Financial Literacy
The Organization for Economic Co-operation and Development (OECD) has released the statistics on the Program for International Student Assessment (PISA) which surveyed students in 18 countries on their knowledge and…
Data Analytics: A Valuable Investigative Tool
“Time is money” is an age-old expression deeply rooted in the lexicon of most individuals and businesses, especially those that derive their income by providing a service to others. In…
Tracking Data Theft By Thumb Drive
The theft of electronic information is rampant in today’s business world. It can be done by a disgruntled employee, a hacker looking to steal identities, or business partners looking to…
Reverse Mortgages: A Holistic Approach
The Home Equity Conversion Mortgage (HECM), aka reverse mortgage, is an extraordinary tool when utilized in the proper manner at the proper time for the proper individual.
File & Suspend: A Social Security Strategy
The file and suspend Social Security strategy received media attention after the 2015 fiscal budget was released by the White House earlier this year. The Obama administration, in their budget narrative…
The New VUCA Paradigm
Mercadien’s Nonprofit Co-Services leader, Lisa Thouin, and I attended the AICPA’s Not-For-Profit (NFP) Industry Conference, a three-day event in Washington, D.C., where we learned about industry trends, developments on the…
