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Gifting Wisely

Most of us are familiar with the concept that we can gift a certain amount of money to another person every year without gift tax consequences and that there is a limit to lifetime gifts beyond that amount that we can give away that somehow relates to estate taxes when we die.  For 2016, those…

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Mercadien’s Ken Kamen Discusses Impact of Brexit Vote with Reuters

Mercadien Asset Management’s Ken Kamen talks with Bobbi Rebell about the impact of the Brexit vote on the financial markets, and what to watch after the vote this week. View video. 

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How Does Your Board Stack Up?

The members of a board of directors collectively set the direction of an organization, steering it toward a better future by setting the tone that promotes sound and ethical legal governance and financial management policies. The board is entrusted with and accountable for the leadership and governance of a nonprofit organization. However, a typical board’s work…

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Tax Scams On The Rise – Identity Theft A Major Threat To Americans

Most Americans filed their 2015 tax returns by the extended April 18th deadline this year and will do their best to forget about taxes until they’re due again in 2017. However, increasing numbers of Americans don’t have the luxury of forgetting about taxes until next year because they’ve been victims of identity theft. Since the early 2000s,…

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Lisa Thouin Presents on Risk Management to Central NJ Financial Managers Society

The NY/NJ Chapter recently held the third of a planned series of three breakfast meetings designed specifically to enhance the professional development of financial decision makers at community banks in the central New Jersey region. The meeting was held at the Radisson Hotel of Freehold on Thursday, May 5, 2016 in Freehold, NJ. The Chapter…

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Surprise Audits Can Stop Fraud in its Tracks

Over the years, the Association of Certified Fraud Examiners (ACFE) has consistently estimated that occupational fraud costs the typical organization 5% of its revenue annually. In its most recent biennial report on occupational fraud, the ACFE found that the median loss caused by fraud was a whopping $145,000. Clearly, no organization can afford to ignore…

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Prevent Fraud With Stronger Consumer Profiling

When we hear the word fraud, our own personal ideas and experiences about it usually come to mind. An official definition of fraud as published by the Institute of Internal Auditors in its International Professional Practices Framework, is “… any illegal act characterized by deceit, concealment, or violation of trust. These acts are not dependent…

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A Successful Business Requires Strong Governance

Begin With the Business Structure  Good governance starts with the initial organization (or reorganization) of a business. For the sake of simplicity, we’ll focus on governance issues in the context of a corporation, which is required by law to have a board of directors and officers and to observe certain other formalities. Other business structures,…

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Family Business Planning – Handing The Torch To The Next Generation

Every family business must transition control to the next generation someday. But will the next leader be another family member — or is there a better choice outside the family circle? Successful succession plans don’t happen overnight. They take years (or even decades) of preparation, mentoring and training. So if you have borrowers that are…

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Why Sound Board Oversight is Essential to Your Organization

While not much these days shocks me, I am greatly disappointed when I learn that seemingly good organizations have gone off the rails.  As co-leader of Mercadien’s Nonprofit Services Group, I often remind our clients and associates who serve on boards of the importance of good governance.  I happen to sit on the governance committee…

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