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

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Wednesday, March 17, 9:00 AM - 12:00 PM
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#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

Mercadien CPAs Awarded Exclusive PFS Credential

April 1, 2015The Mercadien Group is pleased to announce that two of the firm’s managing directors, Marguerite L. Mount and Michelle V. Everman, have been awarded the Personal Financial Specialist (PFSSM) credential by the American Institute of Certified Public Accountants (AICPA), joining an elite group of professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment…Read More

Mercadien Group Managing Directors earn prestigious PFS credential

April 1, 2015The Mercadien Group is pleased to announce that two of the firm’s managing directors, Marguerite L. Mount and Michelle V. Everman, have been awarded the Personal Financial Specialist (PFSSM) credential by the American Institute of Certified Public Accountants (AICPA), joining an elite group of professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment…Read More

Why and How a Nonprofit Should Establish an Operating Reserve

March 26, 2015 | By: John TrenchCongratulations!  The nonprofit organization you manage, or represent as a member of the Board of Governance, has made the strategic decision to establish an operating reserve.  Making this decision is the easy part, now the hard work begins.  Decisions need to be made about the appropriate amount of reserve to be established and the best…Read More

The Affordable Care Act and Employers

March 26, 2015 | By: Eric M. WhelanThe Affordable Care Act (ACA) contains several tax provisions that affect employers. Under the ACA, an employer’s workforce size is significant because this information determines which provisions apply.An employer’s size is determined by the number of its employees. An employer with 50 or more full-time employees or full-time equivalents is considered an “applicable large employer,”…Read More