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
AICPA Asks the IRS to Change Form 990
Most not-for-profit organizations are required to file Form 990, Return of Organization Exempt from Income Tax. Form 990 is the IRS’ primary tool for gathering information about tax exempt organizations,…
Succession Planning: 3 Emotional and Logical Roadblocks to Overcome
Succession planning is a process that every business owner thinks about, however, identifying and developing new leaders is easier said than done. According to Business Enterprise Institute’s 2016 Business Owner…
Unintended Consequences of Changes to Withholding Rates Under New Tax Law
With the passage of the new tax law on December 22, 2017, there may be some unintended consequences of which everyone should be aware. One change directly affected the federal…
State of PA Changes 1099-MISC Withholding Tax Requirements for 2018
The State of Pennsylvania issued changes to 1099-MISC tax withholding requirements for individuals and businesses for 2018. Details can be found on this resource document provided by the Pennsylvania Department…
Barely Average Financial Education in the U.S.
It might not be surprising, but the United States isn’t close to the top when it comes to basic financial literacy skills among teenage students. Which country is? China. The…
Using Social Media as an Investigative Tool
Traditionally, social media was known as a web-based platform that allowed users to create, share or exchange information through virtual communities and networks. Today, the number and types of social…
Lisa Thouin Presents on Liquidity Risk Management at FMS NY/NJ & NJBankers Assoc. CFO Conf.
The FMS NY/NJ Chapter presented a Spring Half-Day CFO Conference jointly sponsored with the New Jersey Bankers Association (“NJBA”). The event was held at the Stony Hill Inn in Hackensack,…
Mercadien’s Ken Kamen Featured on CNBC’s Markets Now
Ken Kamen, president of Mercadien Asset Management, says small caps are a bright light for investors because they have less international exposure, and will start to reap the benefits of…
Are You in Control of Your Company? Look Internally.
Overview of Internal Controls and Their Importance We live in a fast-paced and rapidly-changing business environment focused on innovation and efficiency. With new systems, means of access, and growth, it…
Ready, Set, Compliance!
Is your organization required to comply with certain state, federal or industry regulatory guidelines? Are you ready for your next compliance audit? Navigating the sea of regulations that exist today…












