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
Tax Changes Effecting Your 2021 Tax Return
There 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…
Major Tax Changes are Coming: What Lies Ahead?
There 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…
Major Tax Changes are Coming: What Lies Ahead for Estates?
Estate 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…
Major Tax Changes are Coming: What Lies Ahead for Individuals?
Proposed 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…
Writing A Successful Business Profit Plan
Now 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…
Tax Alert: House Ways & Means Committee Releases Proposed Tax Changes
On 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…
Vendor Cybersecurity Risk: Is Your Non-profit Prepared?
Last 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…
Nonprofits – What’s Keeping You Up At Night?
The 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’…
Mercadien Announces Executive Promotions; Several Associates Promoted to Director
Mercadien is pleased to announce several promotions within the firm’s corporate leadership team. Three professionals were promoted to the level of Director: Ms. Melissa Correa, CRCM, a member of the…
