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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IRS Outlines Exempt Organization’s 2016 Priorities

February 25, 2016 | By: Christine ThomasThe IRS Tax Exempt and Governmental Entities Division recently issued their 2016 priorities. Exempt Organizations (EO’s) overarching compliance strategy is to ensure organizations enjoying tax-exempt status comply with the requirements for exemption and adhere to all applicable federal tax laws. The focus in 2016 will be on significant compliance issues, not on the number of…Read More

Legal Intelligencer Features Frank Pina Article on Employee Dishonesty Investigations

February 24, 2016Employee dishonesty has long been defined as the intentional misappropriation of cash or merchandise from a company by an employee. Recent trends, however, point to a dynamic shift in these acts and a more complex definition, mainly to include increasingly sophisticated fraudulent schemes spanning several years and often involving financial professionals and the use of…Read More

Impact of New Flood Insurance – What You Need to Know

February 22, 2016 | By: Raji SathappanThe National Flood Insurance Act of 1968 and Flood Disaster Protection Act of 1973 (FDPA), as amended, govern the National Flood Insurance Program (NFIP). Among other things, these statutes require the purchase of flood insurance on certain properties and make available federally subsidized flood insurance to owners of improved real estate or mobile homes located…Read More

$martWorkplace Roundtable Energizes Community Leaders

February 16, 2016We all need better ways to connect with and understand financial information; luckily, big change is underway. The Mercadien Foundation held a roundtable discussion on Monday, Feb. 1 to bring together businesses, nonprofits, and community organizers to tackle workplace issues related to financial capability and education. From the discussion, the Mercadien Foundation will launch the…Read More

What is Love?

February 16, 2016 | By: Christopher SeizAfter surviving Valentine’s Day now is a great time to talk about love and money especially if you spent more than you should have on February 14th.  In 2015, Valentine’s Day spending reached $19 billion, a new record for the United States, with the average person celebrating the occasion spending more than $150. I wonder…Read More

Financial Literacy Month is Coming: Are You Ready?

February 16, 2016 | By: Marguerite L. MountIn an age where few things are still taboo topics, we need to recognize how life-changing it can be to talk about and learn about money. In 2004, Resolution 316 was passed in the U.S. Senate, recognizing April as National Financial Literacy Month. The recognition is an attempt to improve personal financial well-being and reduce…Read More

Congress Passes the PATH Act of 2015 and Makes Changes to Social Security in the Final Quarter of 2015

February 11, 2016 | By: Michelle V. EvermanKeeping year-end tax planning interesting right up until the end, Congress acted in late December to pass The Protecting Americans from Tax Hikes (PATH) Act of 2015. This bill addresses a variety of popular but temporary tax provisions, commonly referred to as “tax extenders,” that expired at the end of 2014, and makes many of…Read More

Managing New Year’s Resolutions – A Financial Perspective

February 11, 2016 | By: Holly SaboHappy New Year!  As you celebrated the end of 2015 and start of 2016, you probably spent a few moments reflecting on where life has brought you and envisioning where you would like to be in the future.  You may have made some resolutions about diet and exercise, quitting smoking or other changes you would…Read More

Mercadien Foundation’s $martWorkplace Roundtable Energizes Community Leaders

February 10, 2016 | By: Christopher SeizWe all need better ways to connect with and understand financial information; luckily, big change is underway. The Mercadien Foundation sponsored a roundtable discussion at its office in early February 2016, bringing together several business, nonprofit and community leaders to tackle workplace issues related to financial capability and education. From the discussion, the Mercadien Foundation…Read More

Michelle Everman Selected as PRCC Champion of Business Award Recipient

January 20, 2016Dear Friends, Welcome to 2016! The warm breezes of 2015 are now in the past and we can now look forward to the wonderful cold of winter and the beginning of a new year — 2016! The area fitness centers are full (for now) and people are following diets (for now). Ok, some people are…Read More