Knowledge and Insights

Offering resources and insights that help clients and communities

One of the ways Mercadien accelerates client and community success is by continually enhancing and sharing knowledge.  By offering our expertise and thought leadership on key business and industry trends and issues, we’re a better resource to you. It benefits everyone to keep minds sharp and fingers on the pulse of what’s critical in today’s dynamic environment.

We’re pleased to provide articles, news, and information to help you stay up-to-date on topics affecting your organization; learn about best practices and processes in relevant fields; and simplify the business and financial complexities you may face.


Join us at the FL Bankers Annual Consumer Compliance Seminar

April 5 - 7, 2023 | Orlando, FL


The CPA’s Role in Evaluating & Quantifying Economic Damages

March 7, 2023 | By: Frank PinaIn today’s litigious society, disputes culminating in lawsuits are inevitable.  Economic damages are often awarded to make injured parties financially whole, and in some cases, that appears to be cut and dried.  However, supportable economic damage assessments that withstand the trier of fact’s (judge or jury) scrutiny are derived from complex calculations performed by third-party…Read More

Self-Employed Retirement Plans: What Plan Is Right For You?

December 20, 2022 | By: Michelle V. EvermanSelf-employed (SE) individuals have the opportunity to create a nest egg while potentially reducing their current tax liabilities.  An added challenge to being self-employed is understanding the best way to save for retirement on your own.  Determining which specific self-employed retirement plan is the right fit for your needs, goals and circumstances is dependent on…Read More

How To Use & Optimize the Benefits from a Health Savings Account (HSA)

December 20, 2022 | By: Holly SaboWhat is a health savings account (HSA)? A health savings account (HSA) is a savings vehicle established to set aside funds tax free to pay for health care expenses. HSAs, created as part of the Medicare Prescription Drug and Modernization Act of 2003, allow individuals who have high-deductible health plans (HDHPs) to save money for…Read More

Understanding Your Retirement & Benefits in a Government Plan

November 8, 2022 | By: Matthew DalyWith another fiscal year-end (June 30th) in the rearview for the State of New Jersey’s Division of Pensions and Benefits (the Division), it is as good a time as any for plan members to brush up on their benefits. The Audited Comprehensive Financial Report for 2021 offers great insight into how members respective pension plans…Read More

Mercadien Serving as Subcontractor on U.S. SBA Awards $13 Million Contract, for Supervised Lenders 7(a) Guaranteed Loan Program

November 1, 2022Princeton, NJ and Philadelphia, PA – The Mercadien Group is pleased to announce that it has been awarded through its partner company, Kingstonville, LLC, a $13 Million one-year contract, with four optional years, with the U.S. Small Business Administration (SBA) to provide services in support of the SBA Office of Credit Risk Management (OCRM) Supervised…Read More

Mercadien Announces Executive Promotions; Names Three New Partners

September 13, 2022Princeton, NJ & Philadelphia, PA – The Mercadien Group is pleased to announce several promotions within the firm’s corporate leadership team.  Ms. Bjondina Karpuzi, CPA, PSA, a member of the Private Company and Advisory Services Groups, was promoted to managing director of The Mercadien Group and principal in Mercadien, P.C., CPAs (the official titles of…Read More

What Do You Need to Know About the Accelerating Charitable Efforts (ACE) Act?

July 25, 2022 | By: Lovepreet ButtarThe Accelerating Charitable Efforts (ACE) Act is proposed legislation aimed at reforming the tax laws that cover charitable donations made by Private Foundations (PFs) and Donor Advised Funds (DAFs). The Act is supported by a bipartisan organization called The Initiative to Accelerate Charitable Giving, or IACG. One aim of the proposed legislation is to restructure…Read More

Mercadien Announces New Tax Partner, Rahim Noorani

July 20, 2022Princeton, NJ and Philadelphia, PA – Mercadien is pleased to announce Rahim Noorani, CPA, MAcc, has joined the firm as a Managing Director and Principal in the firm’s tax department. Rahim comes to Mercadien with over 15 years of diversified experience in partnership and corporate taxation along with federal, state, international and personal tax compliance;…Read More

Mercadien Serving as Subcontractor on U.S. HHS $15 Million Contract, for Provider Relief Fund Allocations & Support

July 14, 2022Princeton, NJ and Philadelphia, PA – The Mercadien Group is pleased to announce a subcontract agreement with Kingstonville LLC, who was recently awarded a five-year $15 million contract with the U.S. Department of Health and Human Services (HHS) through its subagency, the Health Resources and Services Administration (HRSA), to provide administrative and technical support in…Read More

Estate Planning After the 2021 Tax Change Countdown (That Didn’t Happen)

July 1, 2022If you remember in the Fall of 2021 lots of scary tax law changes came roaring out of the House Ways and Means Committee including significant changes that impacted estate planning. The biggest threat was the reduction of the $11.7 million estate and gift tax lifetime exclusion that many estate planners were hoping would still…Read More