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.

CORONAVIRUS UPDATE

BUSINESS SUSTAINABILITY CHECKLIST FOR ORGANIZATIONS DURING CRISIS

by Frank Pina, CPA, Managing Director
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Thoughts on Cyber Threat and Business Continuity Management

March 14, 2018 | By: Warren A. BroudyEvolving technology is affecting every organization.  We’re able to gather, evaluate and use information at a pace never before seen. The integration of global computer networks has removed past barriers to sharing information. “The cyber ecosystem (like natural ecosystems), comprises a variety of diverse participants – private firms, nonprofit organizations, government entities, individuals, processes, and…Read More

The Dollars and Sense of Royalty Audits

March 14, 2018 | By: Emily A. HoffmanIs the recapture of unpaid royalties worth the time, effort and expense that comes with an audit? As revenues are increasingly generated from licensing agreements, licensees continue to incorrectly report royalties and underpay royalty payments owed. Incorporating license management, specifically, royalty audits, into your compliance program can result in increased profits, risk mitigation and stronger…Read More

Taxpayer Guide to Identity Theft

March 9, 2018 | By: Richard S. WillingerWe know identity theft is a frustrating process for victims. The IRS is taking this issue very seriously and continues to expand on their robust screening process to stop fraudulent returns. What is identity theft? Identity theft occurs when someone uses personal information such as your name, Social Security number (SSN) or other identifying information…Read More

Employer 401(K) Plan Remittances – How Much Time & Risk Do You Have?

March 9, 2018 | By: Stephen NoonWhen an employer sponsors a defined contribution retirement plan, such as a 401(k), it is providing employees with a great opportunity to save for retirement.  In most cases, employees are allowed to defer a certain amount or percentage of their pay from each paycheck to contribute to the retirement plan. Although withholding and remittance of…Read More

Contemplating a Move to a State with Lower or No Income Taxes? Don’t Pack Your Bags Yet

February 27, 2018 | By: Michelle V. EvermanTaxpayers of high-tax states often contemplate relocating and establishing their domicile in a more tax-friendly state.  With the latest tax act and the maximum federal deduction available for state and local taxes capped at $10,000, many more taxpayers are posing this question and exploring a strategy to change their domicile.  The strategy and success of…Read More

New Jersey Enacts New Income Tax Exemption for Veterans

February 27, 2018 | By: Anna GoldmanYou may qualify for a $3,000 exemption on your New Jersey tax return if you are a military veteran who was honorably discharged or released under honorable circumstances from active duty in the U.S. Armed Forces on, or any time before, the last day of the tax year 2017. You will be able to add…Read More

Ken Kamen Featured Commentator On Stock Market Declines – NJ 101.5 News

February 9, 2018Ken Kamen, Mercadien Asset Management President, is featured commentator about stock market declines in NJ 101.5 news article As Stocks Plunge Again, NJ Investors Get Worried by David Matthau. Article Exerpt:  After calm, steady growth for years, Wall Street is suddenly bouncing up and down like a yo-yo. Many New Jersey investors were alarmed as stocks plunged dramatically…Read More

Two Mercadien CPAs Are Awarded Prestigious Credentials

February 6, 2018Princeton, NJ & Philadelphia, PA – The Mercadien Group is pleased to announce that two of its executives have earned significant designations in the accounting field. Mr. Digesh Patel, CPA, MBA, CGMA, PSA, a director in Mercadien’s Government Services Group, has earned the Registered Municipal Accountant (RMA) certification from the New Jersey State Board of…Read More

Mercadien’s Ken Kamen Featured on NJ 101.5’s Forever 39 Podcast

January 22, 2018Mercadien Asset Management President Ken Kamen was featured on NJ 101.5’s Forever 39 Podcast on January 10, 2018, where he discussed the issue of parents helping adult kids with expenses. To listen to the podcast, click here. Podcast Description: Once adult children leave home to make their marks in the world, you’d assume the bank of…Read More

Lee Boss Presents NJBIA Webinar on Practical Considerations About Succession Planning

January 22, 2018Managing Director Lee Boss presented a NJBIA Webinar on Practical Considerations About Succession Planning on Thursday, January 18, 2018, where he discussed methods of transferring ownership of your company and how to maximize long-term value. To watch the webinar, click here. As a business owner, planning for the future is a given. You know it must happen…Read More