Services
A Tax Deduction for Charitable Giving for NJ?
New Jersey taxpayers may see a deduction for charitable giving for 2019 on the NJ-1040! On March 25, 2019, the Senate voted in favor of Bill No. S2179 that would…
How to Prepare Your 18-Year-Old for Financial Success
Your teenager is on the cusp of turning 18. As a parent, you want to ensure you make the correct financial decisions that set them up for a successful future.…
Opportunity Zones
On April 17, 2019, the Internal Revenue Service issued proposed regulations and further guidance related to Qualified Opportunity Zone (QOZ) investments. The Tax Cuts and Jobs Act signed into law…
Do You Know How to Identify Elder Fraud & Financial Abuse?
The Population Reference Bureau report, “Aging in the United States,” examines recent trends and disparities among adults ages 65 and older, and how baby boomers born between 1946 and 1964…
Creating a Positive Donor Event Experience
In recent years, experts have cautioned nonprofits against relying too heavily on fundraising events. As it turns out, the cost to raise a dollar through an event is much higher…
Mercadien’s Ken Kamen is Featured on Reuters Business News
Ken Kamen, president of Mercadien Asset Management, is a regular featured commentator on the Reuters Business and Personal Finance program hosted by Fred Katayama. On February 22, 2019, Ken was…
Going on the Offensive in Risk Management & Compliance Monitoring
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…
How Federal Government Shutdowns Affect SBA Lending
Nearly all of us were following the news headlines or stories about the recent federal government shutdown and wondering when it would be over. While the duration and visibility of…
Mercadien’s Ken Kamen Featured on CNBC Worldwide Exchange
Ken Kamen, president of Mercadien Asset Management, was featured on CNBC’s Worldwide Exchange TV program to discuss his insights on stock market volatility, timing buy and sell decisions, and investment…
Mercadien’s Ken Kamen Hosts Financially Sound for NJ 101.5 FM Radio
Ken Kamen, President of Mercadien Asset Management, the official investment advisor of NJ 101.5 FM radio, hosts Financially Sound, a series of videos in which he provides financial tips and…