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.

UPCOMING EVENTS

Mercadien is a Proud Sponsor of the Center for Nonprofits Conference! Be Sure to Stop by Our Booth!

December 3, 2025  |  The Palace at Somerset
333 Davidson Avenue, Somerset, NJ 08873

Mercadien Webinar Replay: M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process

November 3, 2021Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors, Kevin Hoyle, CEO of B2B Gateway & Nicholas San Filippo IV, Partner of Lowenstein Sandler LLP…Read More

Tax Changes Effecting Your 2021 Tax Return

October 27, 2021There has been much conjecture around what tax law changes will impact US Taxpayer’s in the Biden Administration budget proposal, the Green Book, which was released in May 2021. Check…Read More

Major Tax Changes are Coming: What Lies Ahead?

October 27, 2021There are numerous miscellaneous provisions in the tax proposals currently before the U.S. Federal Government and as we have learned from recent headlines the outcome is uncertain. As many of…Read More

Major Tax Changes are Coming: What Lies Ahead for Estates?

October 27, 2021Estate and trust taxation and planning techniques are two areas substantially impacted by the upcoming changes proposed this fall by Congress and the Biden Administration. It is essential that individuals and entities dealing with…Read More

Major Tax Changes are Coming: What Lies Ahead for Individuals?

October 27, 2021Proposed changes to tax laws, and recently released draft legislation from the House Ways and Means Committee, have the potential to directly impact individuals. In addition, the IRS is allocating…Read More

Webinar Replay: Not-For-(Their)-Profit: Prepare Your Organization for the Inevitable Cyber Attack

October 27, 2021Mercadien’s Nonprofit & Human Services Group hosted a webinar in partnership with Armour Cybersecurity, Not-For-(Their)-Profit: Prepare Your Organization for The Inevitable Cyber Attack, on Tuesday, October 26, 2021 presented by…Read More

Writing A Successful Business Profit Plan

October 24, 2021 | By: Samuel J. KenworthyNow more than ever, clients are reaching out to us for advice on how to create successful business plans that will consistently drive profits. Many thriving businesses begin with someone’s…Read More

Tax Alert: House Ways & Means Committee Releases Proposed Tax Changes

October 19, 2021On Wednesday, September 13th, the House Ways & Means Committee released legislative text containing a number of significant tax change proposals. One proposed change affects the use of Grantor Trusts…Read More

Vendor Cybersecurity Risk: Is Your Non-profit Prepared?

September 21, 2021 | By: David Chernitzky, Co-Founder, Armour CybersecurityLast summer many in the non-profit sector received a communication informing them that their information, placed on Blackbaud’s servers has been captured by cybercriminals. Blackbaud — a popular cloud software…Read More

Nonprofits – What’s Keeping You Up At Night?

September 21, 2021 | By: Sherise D. Ritter & Lovepreet ButtarThe answer is probably “a lot of things” right? It is for many of us here at Mercadien. Our Nonprofit and Human Services Group meets regularly to discuss our clients’…Read More