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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Donor Advised Funds: Efficient and Effective Planned Charitable Giving

April 12, 2017 | By: Michelle V. EvermanWe have just completed the year-end rush of charitable giving and a barrage of requests from multiple organizations. How can we make this process more strategic and tax efficient? One option is a donor advised fund (DAF). A DAF offers an easy way for a donor to make significant charitable gifts over a long period…Read More

Frank Pina Selected as Champion CPA by Greater Philadelphia Chapter of PICPA

March 28, 2017Princeton, NJ and Philadelphia, PA – The Mercadien Group is pleased to announce that Mr. Frank Pina, CPA, CFF, CFE, CGMA, a managing director and the co-chair of the Forensic and Litigation Support Services Group, was selected to receive the Champion CPA Award by the Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public…Read More

National Financial Literacy Month Just Got More Exciting

March 28, 2017 | By: Christopher SeizEveryone knows there are certain things you just don’t discuss in polite company, right? It seems this month we need to recognize the taboo that no one even seems to want to talk about; money. In 2003, the National Endowment for Financial Education introduced Youth Financial Literacy Day, and in 2004, the U.S. Senate passed…Read More

Fighting Fraud in the School Yard

March 1, 2017 | By: Frank PinaIn the last decade, there were numerous reports of fraudulent acts committed by school officials, many resulting in criminal indictments and jail sentences for the perpetrators, as well as significant monetary costs and adverse publicity for the victimized school districts.  More recent media headlines identifying fraud in schools again remind us that investigative audits are…Read More

How CRA & HMDA Disclosures May Lend Help To Your Institution

February 21, 2017 | By: Melissa CorreaIt’s that time of year again, when financial institutions are working diligently to prepare and validate their Community Reinvestment Act (CRA) and Home Mortgage Disclosure Act (HMDA) filings prior to the March 1 deadline. However, if this is the first time that your financial institution is accumulating or looking at this data, you may already…Read More

Tax Implications on Foreign Investments

February 15, 2017 | By: Lovepreet ButtarHappy New Year clients and friends! February is a month during which many organizations take a hard look at their investment portfolios’ prior calendar-year performance. While the markets certainly ended strong in 2016, due, in part, to anticipated changes from the new administration, certain sectors and investment products were lacking. We talked to Mercadien Asset…Read More

Accounting Today – Mercadien day of service helps veterans and children

December 22, 2016Princeton, N.J.-based The Mercadien Group organized a day of service last week to help homeless veterans and children in need. Employees of the firm gathered at Rider University’s Bart Luedeke Center on Dec. 26 to assemble furniture and care packages donated by Mercadien for delivery to veteran’s housing shelters, and to assemble gifts for children.…Read More

Digesh Patel’s Article Featured on Cover of NJAC Newsletter

December 21, 2016Are You Complying with the New Procurement Standards Under Uniform Guidance? For all state, local and nonprofit entities that receive federal awards, whether direct or pass through, Uniform Guidance took effect with fiscal years that began after December 26, 2014. Procurement standards is one of the many areas that management and staff at all state,…Read More

Mercadien Hosts Day of Service to Help Veterans and Children

December 20, 2016Demonstrating the community involvement, professional teamwork and holiday spirit that have been an important and recognized focus of the firm for more than 50 years, employees of The Mercadien Group participated in a day of service that the firm organized for the benefit of homeless veterans and children in need, and as a celebration of…Read More

Exits Are Inevitable, Failure Is Not: Planning A Successful Exit

December 15, 2016 | By: Lee D. BossWe understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of Exit Planning. We also understand that, at some point, all owners exit their businesses. When that day arrives, owners want to exit on their terms, the most important of which are financial independence and choosing…Read More