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Linda K. Soley

July 2017 | By: Travel Insurance: What Is It And Do I Need It? Relief For Small Business Retirement Plan Filing Penalties

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Ken Kamen

June 2017 | By: Life Isn’t Short Forbes - Ken Kamen Remembers Financial Wisdom of Yogi Berra Forbes article by Ken Kamen on advisory careers for graduates Economic Update: What Could Go Right?

With nearly three decades of experience in the securities and personal finance industries, Ken is a nationally recognized financial expert and advisor and the author of the highly-acclaimed book from…

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Christopher Seiz

June 2017 | By: Christoper Seiz of The Mercadien Foundation Discusses Financial Literacy Are Personal Finance Education Mandates Working? Financial Literacy and the Future of The Mercadien Foundation National ‘America Saves’ Week - February 25th to March 1st 2015 Financial Literacy Month NJ.com Features Mercadien Foundation Article on Financially Literate Employees Mercadien Foundation's $martWorkplace Roundtable Energizes Community Leaders The U.S. Ranks Number Nine in Financial Literacy April is Financial Literacy Month: Learn 4 Important Steps for Getting Ahead! IRS 'Get Transcript' Hack Shows Increased Need for Cyber Caution $tressed Out in the Workplace April is Financial Literacy Month Money$peak Expands, Maintains Focus on Retention and Real-Life Skills Entering The Real World What is Love? Tax Scams On The Rise - Identity Theft A Major Threat To Americans Student Debt - A Growing National Crisis Money$peak Expands, Maintains Focus on Retention, Real-Life Skills National Financial Literacy Month Just Got More Exciting Back To School – 3 Little Lessons About Money National Financial Literacy Month - Building Your Toolkit!

[vc_row el_id=”profilesingle”][vc_column width=”2/3″][vc_row_inner][vc_column_inner width=”1/4″][vc_single_image image=”1291″ img_size=”full”][/vc_column_inner][vc_column_inner width=”3/4″][vc_empty_space height=”10px”][vc_custom_heading text=”Christopher Seiz” font_container=”tag:h2|font_size:70px|text_align:left|color:%23384358″ use_theme_fonts=”yes” css=”.vc_custom_1497026503119{margin-bottom: 10px !important;}”][vc_column_text css=”.vc_custom_1499992177388{margin-bottom: 0px !important;}”] Executive Director of The Mercadien Foundation [/vc_column_text][vc_column_text css=”.vc_custom_1498057160908{margin-bottom: 0px !important;}”] 609-689-2398 [/vc_column_text][vc_column_text…

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Unnamed Author

May 2017 | By: Ashley Webb

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Jack H. Fein

May 2017 | By: Ashley Webb

As the age-old saying goes, “knowledge is power,” and Jack Fein believes it. An instrumental member of Mercadien for more than four decades, Jack educates colleagues, clients, and other professionals…

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Sherise D. Ritter

May 2017 | By: NJ Business Magazine features article on Risk Management by Sherise Ritter Sherise Ritter article on nonprofit mergers featured in NJAMHAA News MidJersey Chamber Features Nonprofit Cyber Security Article by Sherise Ritter Nonprofits Should Assess Cyber Security Risks and Preparedness Would Your Nonprofit Benefit From an Alliance or Merger? The New VUCA Paradigm Nonprofits Should Keep Strategic Planning Top of Mind Have You Heard the Word Merger Lately? Avoid Common Nonprofit Financial-Reporting Errors Why Sound Board Oversight is Essential to Your Organization Trends in Family Philanthropy 6 Challenges Nonprofit Executives are Facing Nonprofits Should Focus On Building Volunteerism As U.S. Volunteer Rates Continue To Decline Measuring Fundraising Effectiveness Assessing Near-Term Nonprofit Challenges A Sustainable Business Model - More Important Than Ever The IRS TE/GE Office 2018 Work Plan 3 Changes to Unrelated Business Income Focusing on 4 New Nonprofit Accounting Standards Updates Enterprise Risk – Are You Properly Managing It? The Bottom Line on Parking Benefits Our Annual Business Plan - We Have One Too! The Near-Term for Nonprofits Nonprofits, Tax Changes & The SECURE Act The Interim Final Rule from the SBA Paycheck Protection Program (PPP) Loan Forgiveness Implementation Guide Update to Our PPP Loan Forgiveness Implementation Guide Times Are Changing – Have You Reviewed & Updated Your Nonprofit’s Strategic Plan? Times Are Changing – Have You Reviewed & Updated Your Strategic Plan? Nonprofits - What’s Keeping You Up At Night? Benefits of an Outsourced CFO 5 Tips for Managing Risk at Your Organization Nonprofit Succession Planning: Secure Continuity & Drive Growth CFO & Accounting Services for Intellectual & Developmental Disability Service Providers How to Find an Outsourced CFO in New Jersey & New York How Do You Know You Need an Outsourced CFO? The Ultimate Guide to Outsourced CFO Services

Sherise Ritter, or Sherry to her colleagues and clients, is all about keeping lines of communication open. As a Managing Director and Co-Chair of the firm’s Nonprofit and Human Services Group, as…

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Lee D. Boss

May 2017 | By: Could A PEO Prune Your Employment-Related Hassles? Budget Less, Forecast In Real Time A Winning Strategy For Some Develop A Strong Business Succession Plan A Successful Business Requires Strong Governance Exits Are Inevitable, Failure Is Not: Planning A Successful Exit A Backup Plan for Family Business Owners & Their Successors How to Increase Your Business Value Using Value Drivers Lee Boss Presents NJBIA Webinar on Practical Considerations About Succession Planning Whether You Sell Your Business or Not, the Planning is the Same 3 Ways to Position Yourself & Your Family for Future Success How to Position Your Business for a Successful Transition What to Do When You Receive an Unsolicited Offer to Sell Your Business

Focusing on building relationships, Lee Boss takes a proactive, client-facing approach in business. He takes the time to get to know his clients, as well as their needs and goals.…

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Richard S. Willinger

May 2017 | By: The Tax Increase Prevention Act of 2014 Preparing For The New Overtime Pay Rule Focus On Costs Of Identity Theft-Related Tax Refund Fraud Properly Allocate Your Combined Business & Vacation Travel Expenses Taxpayer Bill Of Rights Recently Adopted By IRS The Tax Cuts and Jobs Act What You Need to Know About the Incoming Tax Law Taxpayer Guide to Identity Theft Tax Notice 2020-18: What You Need to Know Tax Impacts of the New COVID Relief Bill Tax Outlook for 2021

For Rick Willinger, it’s all about the clients. Rick is a Managing Director and Principal with Mercadien, who leads the firm’s tax department and works with individuals and businesses. Quarterbacking…

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Myron M. Gellman

May 2017 | By: Retire At Your Own Risk How Buy-Sell Agreements Can Ensure Continuity Family Business Planning - Handing The Torch To The Next Generation Devise Your Exit Strategy - An Early Start Helps Ensure A Good Outcome Failure to Plan Has a Price The Importance of Long-Term Strategic Planning Do You Have an Exit Plan?

As Managing Director and Managing Principal at Mercadien, Myron Gellman provides various business consulting services to his clients, including strategic planning, succession and exit planning, mergers and acquisitions, as well…

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Kyle A. Neeld

May 2017 | By: Is Your Payroll Service Provider Really Remitting Your Taxes? Trending Now in the Nonprofit Sector Kyle Neeld featured in NJ Business Magazine - Trending Now in the Nonprofit Sector How Nonprofits Should Manage Risk Migration to EMV Chip Card Technology and Your Nonprofit What’s Your Organization’s Performance Score? When Nonprofits are Taxed on Unrelated Business Income The Future of Philanthropy is Bright as Millennials Mature Assessing Internal Controls Streamlining Fundraising Licensure Through a Single Portal Initiative Creating a Positive Donor Event Experience The Risk of Medicaid Recovery Audits Paycheck Protection Program (PPP) Loan Forgiveness Implementation Guide Update to Our PPP Loan Forgiveness Implementation Guide PPP2 is Here – What You Need to Know Summary & Highlights of the American Rescue Plan Act Embracing Change The Right Way: Reimagining Technology Management The Challenges and Opportunities HR is Facing in a Digital-First World

Kyle Neeld is a managing director of The Mercadien Group and a principal with Mercadien, P.C., Certified Public Accountants. A seasoned public accounting professional with more than 20 years of…

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