Services
The Ultimate Guide to Outsourced CFO Services
Financial management is one of the most challenging aspects of running a business, regardless of its size. When you’re in the weeds with bookkeeping, payroll, and tax filing, it can…
Webinar Replay: Tax Planning Considerations for 2024
Mercadien’s Private Company & Individual Services Groups hosted a complimentary webinar “Tax Planning Considerations for 2024” Wednesday January 31, 2024 from 12:00 -1:00 PM. Presenters Holly Sabo, CPA, MST, PFS,…
New Retirement Plan Audit Thresholds Could Offer a Savings Opportunity
In the world of company-sponsored benefit plans, compliance with the various regulatory requirements is a top priority of plan sponsors. For large plans, one of the most cumbersome requirements is…
What to Do When You Receive an Unsolicited Offer to Sell Your Business
One of the biggest dilemmas business owners may face is when they receive an unsolicited offer to sell their business. On one hand the business owner has invested countless hours,…
M&A Woes – Considerations for Sellers to Avoid Post-Closing Disputes
The process of selling your business is an intense process, and it can be difficult to navigate the mergers and acquisitions (M&A) landscape. There’s no doubt that you and your…
Safeguarding Sensitive Data: Cybersecurity, Compliance & Privacy for Non-Profit Organizations
In an increasingly digital world, nonprofit organizations are handling vast amounts of sensitive data, from donor information to beneficiary records. Protecting this data is not only a legal obligation but…
Is CECL Applicable to my Nonprofit Organization?
WHAT IS CECL? Current Expected Credit Loss (CECL) is an accounting standard introduced in 2016 by the Financial Accounting Standards Board (FASB) with the objective of improving the accuracy and…
The Benefits of BSA Staff Augmentation for Banks
Financial Institutions face a unique set of challenges and responsibilities, especially within their Bank Secrecy Act (BSA) departments. An institution’s BSA/AML staff is the first line of compliance for AML…
Banking on Fintech: Key Considerations for Banking as a Service (BaaS)
Over the last several years, technological advancements have transformed our lives, revolutionizing the way we connect, work and live. We leverage many applications on our phones and other devices to…
Remembering Our Dear Friend & Partner, Don Conway
It is with great sadness that we announce the passing of our partner, esteemed colleague and dear friend, Donald “Don” Conway. Don was an integral part of the Mercadien team…