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
Donor Advised Funds: Efficient and Effective Planned Charitable Giving
April 12, 2017 | By: Michelle V. EvermanWe 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…Read More
Frank Pina Selected as Champion CPA by Greater Philadelphia Chapter of PICPA
March 28, 2017Princeton, 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…Read More
National Financial Literacy Month Just Got More Exciting
March 28, 2017 | By: Christopher SeizEveryone 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…Read More
Fighting Fraud in the School Yard
March 1, 2017 | By: Frank PinaIn 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…Read More
How CRA & HMDA Disclosures May Lend Help To Your Institution
February 21, 2017 | By: 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…Read More
Tax Implications on Foreign Investments
February 15, 2017 | By: Lovepreet ButtarHappy 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…Read More
Accounting Today – Mercadien day of service helps veterans and children
December 22, 2016Princeton, 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…Read More
Digesh Patel’s Article Featured on Cover of NJAC Newsletter
December 21, 2016Are 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…Read More
Mercadien Hosts Day of Service to Help Veterans and Children
December 20, 2016Demonstrating the community involvement, professional teamwork and holiday spirit that have been an important and recognized focus of the firm for more than 50 years, employees of The Mercadien Group…Read More