Knowledge and Insights: Newsletters

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…

What are your financial aspirations for the coming year? Would you like to pay off some high-interest debt? Step up your retirement savings? Set aside enough for an exciting vacation?…

At the urging of the taxpayer advocate for the past seven years, the IRS recently adopted the Taxpayer Bill of Rights. While the rights are not new, this is the…

Summer is supposed to be a chance to get away, add a little color to that sun-sheltered skin, enjoy the hot sun at the barbecue, and get some much needed…

Math has always been taught in school, but the kind of math you’re probably thinking of isn’t always practical. You’ll never need to use de Moivre’s Theorem to file your…

A pass-through entity that receives federal awards and/or New Jersey state awards as a subrecipient must determine on a case-by-case basis whether the disbursements made under each agreement represents a…

With the latest buzz about bitcoins – a decentralized, digital currency just a few years old – it is extremely important for the banking industry to understand their use and…

April 15th has passed and many of us are awaiting, or recently received, a tax refund.  The average U.S. taxpayer refund over the last two years has approximated $3,100.  If…

Fair lending compliance remains in high focus with federal and state regulators. The Department of Justice recently created a new fair lending enforcement unit staffed with economists, attorneys and an…

The banking industry has seen noted changes in income margins for institutions of all sizes over the last five to ten years. Growth strategies focused solely on revenue channels are…