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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ROI-NJ News – N.J. High-Schoolers Compete in Money$peak Finance Competition

June 1, 2018Exerpt from ROI-NJ News – The fourth annual Money$peak competition — a personal finance competition for high school students to create educational presentations on personal finance topics — took place recently at Rider University’s Bart Luedeke Center. The competition was presented by the Mercadien Foundation and Rider University, and supported by NJM Insurance Group, Fulton Bank and the Investors Foundation. Participating student teams included Bordentown…Read More

Accounting Today – Mercadien Foundation Hosts Fourth Annual ‘Money$peak’ Event

May 31, 2018Exerpt from Accounting Today – Princeton, N.J.-based firm the Mercadien Group and its Mercadien Foundation hosted the fourth annual Money$peak Competition at Rider University last Wednesday at Rider’s Bart Luedeke Center. Participating student teams were asked to present brief (three to five minute) presentations on topics from their required high school personal finance course and present…Read More

Money$peak Teams Innovate & Share to Win Big

May 30, 2018Princeton, NJ – The fourth annual Money$peak Competition, presented by the Mercadien Foundation and Rider University, kicked off to a crowd of cheering fans at 6pm on Wednesday, May 23, 2018 at Rider’s Bart Luedeke Center.  The competition expanded notably this year, with participating student teams from Bordentown Regional, Colts Neck, Hopewell Valley, Jackson Liberty,…Read More

How Donor Advised Funds Can Maximize Tax Savings on Your Charitable Deduction Under the Tax Cuts & Jobs Act of 2017

May 22, 2018 | By: Holly SaboThe Tax Cuts and Jobs Act of 2017 made significant changes to itemized deductions for individuals starting in 2018.  While many are focused on the limitation of $10,000 of state and local taxes as a deduction, the tax benefit of your charitable contributions is also impacted.  With the loss of most itemized deductions other than…Read More

Reasons To Consider Working With An Aging Care Management Consultant

May 22, 2018 | By: Patricia Lombreglia – Pathways Care Solutions, LLCIt is estimated that in the U.S. nearly 10,000 people a day are turning age 65, and this will continue for the next 17 years.  The reason… the baby boomers have aged.   The result… the number of older aging adults will reach unprecedented heights in the next 10-20 years.  The impact… there is a significant…Read More

Streamlining Fundraising Licensure Through a Single Portal Initiative

May 15, 2018 | By: Kyle A. NeeldNonprofit finance professionals often identify compliance as a significant burden that has become costlier over time, especially within the past two to three years. Ensuring compliance with the various finance-related rules and regulations that govern the sector continuously proves to be a challenge for nonprofits. It can be especially difficult for smaller organizations that depend…Read More

3 Changes to Unrelated Business Income

May 15, 2018 | By: Sherise D. RitterWhile most nonprofits are tax exempt, that doesn’t mean they won’t pay business income tax. When nonprofits generate income from unrelated activities, the activities can be taxed as unrelated business income (UBI) by the IRS. To be taxed under UBI, an activity must generally meet 3 rules: It must be a trade or business, which…Read More

Sherise Ritter Receives Award for Advocacy from Enable, Inc.

May 15, 2018Congratulations to Sherise Ritter, CPA, CGFM, CGMA, PSA, who received the Enable Award for Advocacy at the nonprofit’s annual fundraising gala on April 27, 2018.  A managing director and co-chair of the Nonprofit & Human Services Group, Sherry is a tireless advocate for organizations serving people with disabilities. She is dedicated to educating the nonprofit…Read More

Mercadien’s Ken Kamen Featured Expert Commentator on CNBC

May 11, 2018Ken Kamen, president of Mercadien Asset Management, and Jeff Hirsch of Stock Trader’s Almanac were featured expert commentators on CNBC Live TV to give their take on the expected stock market reaction to the news of the U.S. decision to pull out of negotiations with Iran. They also shared their thoughts on what investors should…Read More

NJ High Schoolers Tout Their Financial IQ at 4th Annual Money$peak Competition

May 10, 2018Princeton, NJ – How’s your financial IQ? New Jersey high school students from 13 districts across the state will compete for major prizes for showing off theirs delivering financial lessons on May 23rd at 6:00 p.m. in the Bart Luedeke Auditorium at Rider University. The Mercadien Foundation, with support from The Mercadien Group, New Jersey…Read More