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.



by Frank Pina, CPA, Managing Director
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Mercadien Announces Executive Promotions; Names Ms. Raji Sathappan A Partner

September 20, 2019The Mercadien Group is pleased to announce several promotions within the firm’s corporate leadership team. Ms. Raji Sathappan, CPA, MBA, CRCM, CAMS, a member of the Financial Institutions Services Group, is promoted to managing director of The Mercadien Group and principal in Mercadien, P.C., CPAs (the official titles of firm partners). Raji has been employed…Read More

Mercadien’s Ken Kamen Appears on Nightly Business Report

July 25, 2019Ken Kamen, president of Mercadien Asset Management, appeared on Nightly Business Report produced by CNBC on Friday, July 19th. Should investors be aggressive or patient with the stock market in today’s economy? NBR debates this topic with Ken Kamen, President at Mercadien Asset Management and Phil Blancato, CEO at Ladenburg Thalmann Asset Management. View the…Read More

Moving from “Great, an Audit” to a Great Audit

July 16, 2019 | By: David Sullivan“Oh great, an audit!” When the word audit is seen or heard by most people working in any type of organization, it usually invokes a negative response.  They view the term as an unpleasant event that may be disruptive or unsettling to their normal course of business.  To add to the displeasure, audits generally are…Read More

Internal Audit: When Outsourcing Should Be Considered

July 16, 2019 | By: Sajan PatelExpansion and growth present both excitement and challenges for a company. During such periods, new systems are introduced, processes are redesigned and refined, and employees are trained in the changes. Management may find that what worked before may not be effective or efficient anymore. These changes lead to an increased demand on the company’s internal…Read More

Chris Mangano Featured Guest on RVNTV’s Rainmakers Roundup

June 20, 2019Chris Mangano, Vice President – Sales & Marketing, Mercadien Technologies was the featured guest on the June 19th episode of RVNTV’s Rainmakers Roundup with Mark Iorio. Chris spoke about cyber threats and how to safeguard against them by having the appropriate cybersecurity protocols in place. Mercadien Technologies, an affiliate of the The Mercadien Group, provides…Read More

Whether You Sell Your Business or Not, the Planning is the Same

June 12, 2019 | By: Lee D. BossThere are many things for you to consider as you think about the future of your business ownership: When is the right time to move on? How much money will I need? How do I even sell this business? These questions dovetail into an important decision you’ll try to make early in the process of…Read More

HIPAA Enforcement Reaches Record Levels

June 6, 2019 | By: Deborah A. Cmielewski, Esq. – Schenck Price Smith & King LLPIt is a well-publicized fact that HIPAA enforcement has been on the rise in recent years.  The Office for Civil Rights (OCR) has now released its annual report, which confirmed that 2018 was a record year for HIPAA enforcement activities. The OCR settled ten (10) cases in 2018, with fines and penalties totaling nearly $29…Read More

A Tax Deduction for Charitable Giving for NJ?

May 23, 2019 | By: Jill Ann MurphyNew Jersey taxpayers may see a deduction for charitable giving for 2019 on the NJ-1040!  On March 25, 2019, the Senate voted in favor of Bill No. S2179 that would allow a charitable deduction for individual taxpayers for contributions made to qualified New Jersey-based charitable organizations.  Creating this tax write-off for New Jersey residents could…Read More

Turning 18 – What Does It Mean?

May 22, 2019 | By: Marguerite L. Mount18-year-olds are granted many privileges upon their birthday. It’s like turning a switch and the world considers them an adult.  This new found status can be exciting and a little scary. Eighteen-year-olds can own property outright, vote in an election, serve on a jury, get married, get a tattoo, gamble, and enter into binding contracts…Read More

Opportunity Zones

May 22, 2019 | By: Samuel J. KenworthyOn April 17, 2019, the Internal Revenue Service issued proposed regulations and further guidance related to Qualified Opportunity Zone (QOZ) investments. The Tax Cuts and Jobs Act signed into law by President Donald Trump on December 22, 2017, introduced Subchapter Z of the Tax Code, which established the QOZ program.  Under this program, Federal income…Read More