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
stop by our booth at the oba leadership forum & annual convention!
May 12-14, 2025 | The Skirvin Hilton
1 Park Avenue, Oklahoma City, OK 73102
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,…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 $10,000 of state…Read More
Reasons To Consider Working With An Aging Care Management Consultant
May 22, 2018 | By: Patricia Lombreglia – Pathways Care Solutions, LLCIt is estimated that in the U.S. nearly 10,000 people a day are turning age 65, and this will continue for the next 17 years. The reason… the baby boomers…Read More
Streamlining Fundraising Licensure Through a Single Portal Initiative
May 15, 2018 | By: Kyle A. NeeldNonprofit finance professionals often identify compliance as a significant burden that has become costlier over time, especially within the past two to three years. Ensuring compliance with the various finance-related…Read More
3 Changes to Unrelated Business Income
May 15, 2018 | By: Sherise D. RitterWhile most nonprofits are tax exempt, that doesn’t mean they won’t pay business income tax. When nonprofits generate income from unrelated activities, the activities can be taxed as unrelated business…Read More
Sherise Ritter Receives Award for Advocacy from Enable, Inc.
May 15, 2018Congratulations to Sherise Ritter, CPA, CGFM, CGMA, PSA, who received the Enable Award for Advocacy at the nonprofit’s annual fundraising gala on April 27, 2018. A managing director and co-chair…Read More
Mercadien’s Ken Kamen Featured Expert Commentator on CNBC
May 11, 2018Ken Kamen, president of Mercadien Asset Management, and Jeff Hirsch of Stock Trader’s Almanac were featured expert commentators on CNBC Live TV to give their take on the expected stock…Read More
NJ High Schoolers Tout Their Financial IQ at 4th Annual Money$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…Read More
A World of Innovation
April 24, 2018 | By: Salvatore ZerilliThis article is featured in the Spring 2018 issue of NJ Banker Magazine. Stop and think about this: We keep hearing about innovation in just about every facet of our…Read More