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
A Backup Plan for Family Business Owners & Their Successors
Owners preparing for any type of exit find that circumstances can—and often do—change. Intergenerational business transfers are no exception. The twist in family business transfers is that owners should have…
Nonprofits Should Focus On Building Volunteerism As U.S. Volunteer Rates Continue To Decline
Each year the Corporation for National and Community Service (CNCS) teams up with the National Conference on Citizenship to conduct a Current Population Survey (CPS) that collects information on the…
Donor Advised Funds: Efficient and Effective Planned Charitable Giving
We have just completed the year-end rush of charitable giving and a barrage of requests from multiple organizations. How can we make this process more strategic and tax efficient? One…
Frank Pina Selected as Champion CPA by Greater Philadelphia Chapter of PICPA
Princeton, NJ and Philadelphia, PA – The Mercadien Group is pleased to announce that Mr. Frank Pina, CPA, CFF, CFE, CGMA, a managing director and the co-chair of the Forensic…
National Financial Literacy Month Just Got More Exciting
Everyone knows there are certain things you just don’t discuss in polite company, right? It seems this month we need to recognize the taboo that no one even seems to…
Fighting Fraud in the School Yard
In the last decade, there were numerous reports of fraudulent acts committed by school officials, many resulting in criminal indictments and jail sentences for the perpetrators, as well as significant…
How CRA & HMDA Disclosures May Lend Help To Your Institution
It’s that time of year again, when financial institutions are working diligently to prepare and validate their Community Reinvestment Act (CRA) and Home Mortgage Disclosure Act (HMDA) filings prior to…
Tax Implications on Foreign Investments
Happy New Year clients and friends! February is a month during which many organizations take a hard look at their investment portfolios’ prior calendar-year performance. While the markets certainly ended…
Accounting Today – Mercadien day of service helps veterans and children
Princeton, N.J.-based The Mercadien Group organized a day of service last week to help homeless veterans and children in need. Employees of the firm gathered at Rider University’s Bart Luedeke…
Digesh Patel’s Article Featured on Cover of NJAC Newsletter
Are You Complying with the New Procurement Standards Under Uniform Guidance? For all state, local and nonprofit entities that receive federal awards, whether direct or pass through, Uniform Guidance took…
