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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It’s Wedding Season. Have You Considered All You Need To Do When You Get Married?

May 7, 2015 | By: Marguerite L. MountYour wedding planning checklist may look something like this: 1. Dress – bought 2. Tux – need 3. License – file 4. Guest list – finish; however, it would be prudent for you to include on it some financial to do’s, such as: Review and modify beneficiary designations Review insurance coverage Make timely name and address changes Review combined net worth…Read More

Travel Insurance: What Is It And Do I Need It?

May 7, 2015 | By: Linda K. SoleyThere are many types of insurances with which we all are familiar, including medical, automobile, life, etc.  Another type of insurance known to some is  travel insurance. Maybe you noticed that little check box on airline, cruise and vacation websites when you book your reservations.  Do you know what it is, and, more importantly, do…Read More

Frank Pina featured on Executive Leaders Radio Accounting Leaders Show

May 6, 2015This installment of Accounting Show was broadcast on May 6, 2015 and featured interviews with Lori Reiner, the Partner In Charge, Philadelphia Region of EisnerAmper, Michael Dubin, the CEO of McGladrey, Bill Burns, the Managing Partner, Taxes Services of BDO USA , LLP, and Frank Pina, CPA, CFF, CFE, CGMA, the Managing Director of The…Read More

Have You Heard the Word Merger Lately?

April 21, 2015 | By: Sherise D. RitterI have. Almost everywhere I go, nonprofit community leaders are discussing working together or collaborating with other organizations. Just over a year ago, I wrote an article entitled, “Would Your Nonprofit Benefit from an Alliance or Merger?” That same article is even more important and valuable to readers today. We have been fielding calls from…Read More

#AllCashDiet

April 14, 2015 | By: Bryan ScrewsA new year presents the opportunity to chase goals or restart the pursuit of old goals that weren’t met. The University of Scranton reported that 34% of Americans made a New Year’s resolution in 2015 that dealt with improving their financial well-being. I am not fond of resolutions; they tend to come and go.  Instead,…Read More

NJ.com Features Mercadien Foundation Article on Financially Literate Employees

April 14, 2015Everyone knows that sex, religion and politics are out of bounds for discussion in polite company, right? Now is a good time to recognize another taboo topic that should be talked about: money. In 2003, the National Endowment for Financial Education introduced Youth Financial Literacy Day and, in 2004, the U.S. Senate passed Resolution 316,…Read More

April is Financial Literacy Month

April 14, 2015 | By: Christopher SeizEveryone knows that sex, religion and politics are out of bounds for discussion in polite company, right?  Now is a good time to recognize another taboo topic that should be talked about – money. In 2003, the National Endowment for Financial Education introduced Youth Financial Literacy Day, and, in 2004, the U.S. Senate passed Resolution…Read More

Mercadien Hosts Seminar on New Regulations Affecting Nonprofits

April 6, 2015More than 30 financial and operating executives from New Jersey nonprofit organizations attended The Mercadien Group’s complimentary breakfast seminar, “The OMB Super Circular: What Does It Mean and How Will It Affect My Organization?” at its offices on March 31, 2015. Part of the firm’s long-running Nonprofit Revenue Enhancement Seminar Series, and qualified as continuing…Read More

NJAMHAA News Profile on Mercadien’s Nonprofit Services and Kyle Neeld

April 6, 2015When Kyle Neeld, CPA, began working for the Mercadien Group 15 years ago, he was a consultant for the long-term care services group, conducting financial and market feasibility studies for organizations looking to develop assisted living and skilled nursing facilities. With this experience, he then transitioned into auditing for long-term-care clients and afterwards, began to…Read More

Highlights of the FFIEC BSA/AML Manual Update

April 2, 2015 | By: Raji SathappanThe Federal Financial Institutions Examination Council (FFIEC) recently made significant changes throughout more than a dozen sections of the Bank Secrecy Act and Anti-Money Laundering (BSA/AML) Manual, the first update in four years. All banks and third parties with relationships with issuing banks should take note of the update, which emphasizes the importance for such…Read More