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.


Stop by our booth at the icba live annaul conference!

March 14 - 17, 2024  |  Orlando, FL

Webinar Replay: Tax Planning Considerations for 2024

February 28, 2024Mercadien’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, CGMA, Managing Director & Eric Whelan, CPA, MST, CGMA, Managing Director reviewed critical tax changes and how they may impact you. During the webinar, they went…Read More

New Retirement Plan Audit Thresholds Could Offer a Savings Opportunity

February 27, 2024 | By: Benjamin McDannellIn 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 the annual audit of the plan’s financial statements, which is required as an attachment to Form 5500. New changes from the U.S. Department of Labor…Read More

What to Do When You Receive an Unsolicited Offer to Sell Your Business

February 26, 2024 | By: Lee D. BossOne 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, dollars and sweat equity to make the business successful and may foresee continued success and financial rewards for these efforts. The business is also central…Read More

M&A Woes – Considerations for Sellers to Avoid Post-Closing Disputes

February 16, 2024 | By: Frank Pina & Jeffrey BarescianoThe 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 deal team of advisors will work long hours and late nights to compile data, present a confidential information memorandum (CIM) about your business, meet with…Read More

Safeguarding Sensitive Data: Cybersecurity, Compliance & Privacy for Non-Profit Organizations

February 1, 2024 | By: Larry J. HershmanIn 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 also vital to maintaining trust and credibility. Unfortunately, nonprofits are not immune to cyber threats, making cybersecurity measures a necessity. In this article, we will…Read More

Is CECL Applicable to my Nonprofit Organization?

February 1, 2024 | By: Lovepreet ButtarWHAT 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 timeliness of financial reporting for financial institutions.  However, the standard has far-reaching implications beyond the banking sector. Nonprofit organizations, despite the unique funding mechanisms and…Read More

The Benefits of BSA Staff Augmentation for Banks

January 19, 2024 | By: Joseph GaldoFinancial 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 and counter-terrorism financing regulations. This group of all-too-often unheralded compliance heroes can include a variety of roles, including case analysts responsible for reviewing transactions/alerts flagged…Read More

Banking on Fintech: Key Considerations for Banking as a Service (BaaS)

January 9, 2024 | By: Salvatore ZerilliOver 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 perform everyday tasks, including financial transactions. These apps may be utilized to send money quickly to others, purchase and sell products/services through electronic marketplaces, load…Read More

Remembering Our Dear Friend & Partner, Don Conway

January 3, 2024It 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 for 30 years, joining the firm in 1994. As a Managing Director and Principal, he served as the head of Mercadien’s Bankruptcy Practice for many…Read More

Mercadien Hosts Day of Service Supporting Children, Local Nonprofits

December 15, 2023Princeton, NJ & Philadelphia, PA – On December 8, 2023, Mercadien associates participated in a Day of Service event benefitting local charitable organizations. The first community service activity was building care kits for Womanspace, Inc., located in Lawrenceville, NJ. Womanspace is a nonprofit organization whose mission is to “prevent abuse, protect families and change lives…Read More