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

Mercadien is a Proud Sponsor of the Center for Nonprofits Conference! Be Sure to Stop by Our Booth!

December 3, 2025  |  The Palace at Somerset
333 Davidson Avenue, Somerset, NJ 08873

Pennsylvania, Please Forgive Me

May 23, 2017 | By: Samuel J. KenworthyFrom now until June 19, 2017, taxpayers have the opportunity to pay delinquent Pennsylvania state taxes owed – without penalty – through the 2017 Pennsylvania Tax Amnesty Program (the Amnesty…Read More

Effectively Managing Fraud Risk Within Your Organization

May 9, 2017 | By: Gina HollandBusiness owners may not want to believe that their employees, vendors and customers are capable of committing fraudulent acts against their companies, but it is a reality that all executives must face.…Read More

Failure to Plan Has a Price

April 18, 2017 | By: Myron M. GellmanI never worry about action, but only about inaction. – Winston Churchill “I haven’t decided what I ultimately want to do with my business, when I want to exit, how…Read More

A Backup Plan for Family Business Owners & Their Successors

April 18, 2017 | By: Lee D. BossOwners 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…Read More

Nonprofits Should Focus On Building Volunteerism As U.S. Volunteer Rates Continue To Decline

April 12, 2017 | By: Sherise D. RitterEach 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…Read More

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