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.

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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

The IRS TE/GE Office 2018 Work Plan

January 16, 2018 | By: Sherise D. RitterThe IRS Tax Exempt and Government Entities (TE/GE) Office recently issued its fiscal year 2018 work plan. The plan outlines the issues the IRS will focus on as well as the efforts and initiatives they intend to follow in the coming year. The following summarizes highlights of the work plan and its parts. Exempt Organizations…Read More

Assessing Internal Controls

January 16, 2018 | By: Kyle A. NeeldEvery organization needs internal controls to safeguard its assets, assure its accounting data is accurate and reliable, promote operational efficiency and encourage compliance with its prescribed policies and procedures. The start of a new year is a good time to take a fresh look at these controls to see how they measure up. A good…Read More

What You Need to Know About the Incoming Tax Law

December 22, 2017The tax reform legislation that Congress approved on December 20th was the largest change to the tax system in over three decades. The last time the U.S. tax code saw significant reforms was under President Reagan in 1986. Those reforms sought to simplify income tax, broaden the tax base and eliminate many tax shelters. Under this new…Read More

Mercadien’s Community Service Brings Holiday Fun to the Young

December 19, 2017For its annual holiday community service event, The Mercadien Group partnered with the Office of Service Learning at Rider University, and students in its Bonner Community Scholars program, to host a festive indoor carnival for the preschool class of the Millhill Child & Family Development Center, a nonprofit organization that provides educational, counseling and family…Read More

How to Increase Your Business Value Using Value Drivers

December 6, 2017 | By: Lee D. BossA fundamental aspect of a successful business exit is assuring that your business has enough value to allow you to exit with financial security. This, coupled with wisely invested non-business assets, gives you the best chance to pursue the Exit Path you want on the timeline you want. Obtaining a proper, professional business valuation is…Read More

Is the Bank With You or Against You?

December 6, 2017 | By: Many business owners have mixed feelings about their banks and their banking representatives. They are unsure about whether they can be completely honest about their business without a negative impact on the bank relationship. On a daily basis, you do not spend much time thinking about your banking relationship. When the time comes to tell…Read More

Tips for Complying With New HMDA Rules

December 1, 2017 | By: Raji SathappanOnce again, banking compliance professionals are in full swing preparing for the new HMDA rules. This is the biggest change since the recent TRID rules that banks still are getting used to. HMDA/Regulation C remains one of the top three most-commonly cited laws/regulations by the regulatory agencies. In the years since HMDA was originally enacted,…Read More

The Tax Cuts and Jobs Act

November 6, 2017On November 2, 2017, the U.S. House of Representatives Ways and Means Committee released a comprehensive tax reform bill called the “Tax Cuts and Jobs Act.”  The bill has a long way to go before it is law.  It is not possible to predict what provisions will survive, what will be added, or what will…Read More