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
Reverse Mortgages: A Holistic Approach
July 29, 2014 | By: Darryn Silver Murdoch – Reverse Mortgage NetworkThe Home Equity Conversion Mortgage (HECM), aka reverse mortgage, is an extraordinary tool when utilized in the proper manner at the proper time for the proper individual. Read More
File & Suspend: A Social Security Strategy
July 29, 2014 | By: Michelle V. EvermanThe file and suspend Social Security strategy received media attention after the 2015 fiscal budget was released by the White House earlier this year. The Obama administration, in their budget narrative…Read More
The New VUCA Paradigm
July 17, 2014 | By: Sherise D. RitterMercadien’s Nonprofit Co-Services leader, Lisa Thouin, and I attended the AICPA’s Not-For-Profit (NFP) Industry Conference, a three-day event in Washington, D.C., where we learned about industry trends, developments on the…Read More
5 Steps to Achieve Your Financial Goals
July 10, 2014 | By: Michelle V. EvermanWhat are your financial aspirations for the coming year? Would you like to pay off some high-interest debt? Step up your retirement savings? Set aside enough for an exciting vacation?…Read More
Taxpayer Bill Of Rights Recently Adopted By IRS
July 10, 2014 | By: Richard S. WillingerAt the urging of the taxpayer advocate for the past seven years, the IRS recently adopted the Taxpayer Bill of Rights. While the rights are not new, this is the…Read More
Philly.com Recognizes Warren Broudy, Newly Elected Treasurer of the Trenton YMCA
July 1, 2014Warren A. Broudy, managing director of the Mercadien Group, principal in Mercadien P.C. Certified Public Accountants, and leader of its government-services practice, has been elected treasurer of the YMCA of…Read More
Attorney at Law Magazine Profiles Frank Pina
June 25, 2014What drew you to a career as an accountant? Did you ever want to be something else? Although being the Phillie Phanatic – the world’s greatest mascot – was my childhood…Read More
8 Ways to Save on Summer Vacation
June 24, 2014 | By: Marguerite L. MountSummer is supposed to be a chance to get away, add a little color to that sun-sheltered skin, enjoy the hot sun at the barbecue, and get some much needed…Read More
Are Personal Finance Education Mandates Working?
June 24, 2014 | By: Christopher SeizMath has always been taught in school, but the kind of math you’re probably thinking of isn’t always practical. You’ll never need to use de Moivre’s Theorem to file your…Read More