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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Assessing Near-Term Nonprofit Challenges

August 3, 2017 | By: Sherise D. RitterFriends and colleagues, I am writing this on the train ride home from Washington D.C., where Kyle, Lovepreet and I attended the annual AICPA Not-for-Profit Conference.  The three-day getaway gives us a chance to step back and reflect on the changes that our firm and clients need to know about, and better yet, to convene…Read More

New Jersey High Schools Create and Innovate at Regional Money$peak Competition

June 13, 2017Princeton, NJ – The regionally expanded third year of the Money$peak Competition, presented by the Mercadien Foundation and Rider University with participating student teams from surrounding New Jersey high school districts, kicked off to a crowd of supporters on Wednesday, June 7, 2017. To make it to this final competition, teams first competed in their…Read More

What You Need to Know About Website Compliance and the ADA

June 8, 2017 | By: Raji SathappanBanks continue to receive demand letters from attorneys claiming that their websites are not compliant with the Americans with Disabilities Act (ADA) of 1990. Should you be worried? In this article, we will summarize the current situation on ADA so you can decide and prepare accordingly. Purpose of the ADA The ADA prohibits discrimination and…Read More

Measuring Fundraising Effectiveness

June 7, 2017 | By: Sherise D. RitterWhile fundraising is a major activity for all nonprofits, it is especially vital for small organizations that rely on it as a major source of revenue. In today’s competitive landscape, possessing strong fundraising skills is vital to an organization’s success. While nonprofits have many things in common, a defined mission, an effective team, procedural integrity,…Read More

“What Do I Do About Highly-Appreciated Assets and Gift Splitting?”

May 23, 2017 | By: Holly SaboDear Holly: I bought Apple at $1.50, now it’s trading at $150.50. I also own AT&T that my grandfather gave me in 1975. These holdings and many others reside in my portfolio. How can I maximize the use of these appreciated assets and minimize the income tax affect? Dear Reader: One way to take advantage…Read More

Pennsylvania, Please Forgive Me

May 23, 2017 | By: Samuel J. KenworthyFrom now until June 19, 2017, taxpayers have the opportunity to pay delinquent Pennsylvania state taxes owed – without penalty – through the 2017 Pennsylvania Tax Amnesty Program (the Amnesty Program). Pennsylvania’s Tax Amnesty Program, established by Act 84 of 2016, ends on June 19, 2017. Individuals, businesses, and other entities with Pennsylvania tax delinquencies…Read More

Effectively Managing Fraud Risk Within Your Organization

May 9, 2017 | By: Gina HollandBusiness owners may not want to believe that their employees, vendors and customers are capable of committing fraudulent acts against their companies, but it is a reality that all executives must face. Although it would be naïve to think that any one solution will eliminate all fraud risks, proactive fraud risk assessments can be an effective tool…Read More

Failure to Plan Has a Price

April 18, 2017 | By: Myron M. GellmanI never worry about action, but only about inaction. – Winston Churchill “I haven’t decided what I ultimately want to do with my business, when I want to exit, how much money I’ll need, or whom to sell to. So how can I plan my exit? Besides, I don’t want to exit right now.” If…Read More

A Backup Plan for Family Business Owners & Their Successors

April 18, 2017 | By: Lee D. BossOwners preparing for any type of exit find that circumstances can—and often do—change. Intergenerational business transfers are no exception. The twist in family business transfers is that owners should have a backup plan not only for themselves, but for their successor as well. A Backup Plan For You. Let’s look at the most common causes…Read More

Nonprofits Should Focus On Building Volunteerism As U.S. Volunteer Rates Continue To Decline

April 12, 2017 | By: Sherise D. RitterEach year the Corporation for National and Community Service (CNCS) teams up with the National Conference on Citizenship to conduct a Current Population Survey (CPS) that collects information on the frequency of volunteering and the characteristics of volunteers in the United States. Recent survey data confirms that the volunteer rate continues to decline among American…Read More