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Don’t Let Your Tax Refund Burn a Hole in Your Pocket
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…
Philadelphia VIP Features Frank Pina and Mercadien Foundation
The partnership began when Frank Pina, a Principal and Managing Director of the Mercadien Group, attended VIP’s Awards Night in 2012 and expressed an interest in helping achieve VIP’s mission.…
Focus on Fair Lending Compliance
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…
Achieve Growth Through Compliance Leadership
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…
Christoper Seiz of The Mercadien Foundation Discusses Financial Literacy
Since 2004, the U.S. Senate has recognized April as National Financial Literacy Month in an attempt to encourage learning new financial skills, improve personal financial well-being and reduce the stigma…
Salvatore Zerilli on Navigating the Maze of Bank Regulations
Ever wonder why the name of your bank has changed eight times since you opened an account? With all the bank mergers taking place, it can be hard to remember…
Trenton Times Quotes Marguerite Mount on Overlooked Deductions
Each year, the complexities of our tax code cause many taxpayers to leave money on the table when filing their returns. As they say, you must pay taxes but you…
It’s a Taxing Time of Year for Companies in Bankruptcy
Keeping on top of tax compliance is one aspect of the working relationship that debtors and bankruptcy professionals have with accountants or financial advisors. One pitfall I’ve seen is that…
The Role of the Forensic Accountant in Fraud and Defalcation of Business Assets
In many cases the forensic accountant is engaged too late. This usually results from lack of knowledge of the critical importance of discovery during the first five days of an investigation.…
Would Your Nonprofit Benefit From an Alliance or Merger?
Nonprofits are finding it increasingly difficult to operate under the continued financial uncertainty and regulatory pressures of the last several years. Many have reached the point where they have begun…