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Tips for Complying With New HMDA Rules

Once again, banking compliance professionals are in full swing preparing for the new HMDA rules. This is the biggest change since the recent TRID rules that banks still are getting used to. HMDA/Regulation C remains one of the top three most-commonly cited laws/regulations by the regulatory agencies. In the years since HMDA was originally enacted,…

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The Tax Cuts and Jobs Act

On November 2, 2017, the U.S. House of Representatives Ways and Means Committee released a comprehensive tax reform bill called the “Tax Cuts and Jobs Act.”  The bill has a long way to go before it is law.  It is not possible to predict what provisions will survive, what will be added, or what will…

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A Sustainable Business Model – More Important Than Ever

I’ve been helping numerous clients work through recent challenges stemming from funders’ demands, many of which are changing an organization’s entire way of getting paid.  Take, as an example, a human service provider agency funded primarily with state grants throughout its entire history, whereby if they spent $1 on providing approved services, the state would…

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Lower Bucks Chamber Features Article on Cyber Security by Chris Mangano

The Lower Bucks Chamber of Commerce features an article on Cyber-Security Through User Awareness Training by Chris Mangano, Vice President of Sales & Marketing, Mercadien Technologies in the September/October Issue of their Outlook magazine. The ever-changing landscape of technology-solutions has resulted in business/organizations being more and more “connected”; the ability to share information, receive immediate…

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The Sandwich Generation

An early morning stop at the hospital to visit your parent and to catch the doctor on their morning rounds, a hurried arrival at work, making follow-up appointments for your parent, schedule the well visits for the kids, start work, follow-up on the medical insurance denial, add the parent teacher conference to your calendar, work,…

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Medicare Open Enrollment

Medicare Open Enrollment, also known as the Annual Enrollment Period (AEP), runs from October 15 through December 7 each year. During this time of year you can change your Part D plan or change your Medicare Advantage plan. If you have original Medicare combined with a Medicare Supplement and Part D plan (prescription drug coverage)…

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The Equifax Data Breach – What to Do

On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data— including names, addresses, birthdates, and Social Security numbers on as many as 143 million consumers, roughly 55% of Americans age 18 and older. This data breach was especially egregious because…

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What You Need to Know About Website Compliance and the ADA

Banks continue to receive demand letters from attorneys claiming that their websites are not compliant with the Americans with Disabilities Act (ADA) of 1990. Should you be worried? In this article, we will summarize the current situation on ADA so you can decide and prepare accordingly. Purpose of the ADA The ADA prohibits discrimination and…

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“What Do I Do About Highly-Appreciated Assets and Gift Splitting?”

Dear Holly: I bought Apple at $1.50, now it’s trading at $150.50. I also own AT&T that my grandfather gave me in 1975. These holdings and many others reside in my portfolio. How can I maximize the use of these appreciated assets and minimize the income tax affect? Dear Reader: One way to take advantage…

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Pennsylvania, Please Forgive Me

From now until June 19, 2017, taxpayers have the opportunity to pay delinquent Pennsylvania state taxes owed – without penalty – through the 2017 Pennsylvania Tax Amnesty Program (the Amnesty Program). Pennsylvania’s Tax Amnesty Program, established by Act 84 of 2016, ends on June 19, 2017. Individuals, businesses, and other entities with Pennsylvania tax delinquencies…

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