Insights: staff

Marguerite L. Mount

May 2017 | By: Don’t Let Your Tax Refund Burn a Hole in Your Pocket 8 Ways to Save on Summer Vacation Holiday Financial Hangover Cures Tips for a Stress-Free New Year It's Wedding Season. Have You Considered All You Need To Do When You Get Married? What Happened While We Watched the Election Ads? Counting Down to Money$peak Financial Literacy Month is Coming: Are You Ready? Holiday Saving Starts NOW Big Choices When Deciding Where To Retire Barely Average Financial Education in the U.S. How to Prepare Your 18-Year-Old for Financial Success

“Before you understand the numbers, you need to understand the person.” For Marguerite Mount, empowering her clients around handling their finances is at the heart of her practice. That means demystifying complex…

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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 Of Interest to Nonprofits: INTEREST!

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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Digesh Patel

May 2017 | By: Digesh Patel's Article Featured on Cover of NJAC Newsletter The Importance of Succession Planning in Government Is Your Local Government in Compliance with Finance Notice 2014-13? Are You Complying With New Procurement Standards Under Uniform Guidance? The Challenges of Distributing American Rescue Plan Funds Should Government Organizations Consider Internal Audit Functions? How Federal Agencies Can Overcome Common Challenges in Grant Management 7 KEY PRINCIPLES FOR CORRECTIVE ACTION PLANS FOR FEDERAL GRANTS  How Mercadien Helps Government Agencies Track Grant Recipient Spending  The Role of Internal Controls in Federal Grant Management A Comprehensive Guide to Grant Management for Federal Government Agencies The Mercadien Difference: Why Federal Agencies Can Rely On Us for Grant Management 8 Process Improvement Tips for Effective Federal Grant Management Preparing for a Financial Statement Audit

Digesh Patel is a managing director of The Mercadien Group, a principal in Mercadien, P.C, Certified Public Accountants, and a lead member of the Government and Compliance Services Group, where…

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Frank Pina

May 2017 | By: Legal Intelligencer Features Frank Pina Article on Employee Dishonesty Investigations Dealing With Employee Dishonesty Allegations Protecting the Public Through Forensic Investigations Surprise Audits Can Stop Fraud in its Tracks To Audit or Investigate: That Is The Question... Fighting Fraud in the School Yard How to Obtain Meaningful Economic Damage Calculations Using Social Media as an Investigative Tool Lessons to Lessen Business Divorce Disputes Protecting Loans and Collateral: A Forensic Refresher The Emergence of 5G Wireless Communications: Why You Should Be Concerned Business Sustainability Checklist for Organizations During Crisis Business Sustainability Checklist for Nonprofit Organizations During Crisis Coronavirus (COVID-19) Impact, Risk & Response Toolkit Tax Notice 2020-18: What You Need to Know An Overview on the CARES Act & What It Means For Individuals An Overview on the CARES Act & What It Means For Businesses Small Business Forgivable Loan Program Under the CARES Act & Other Relief Force Majeure Considerations Relating to COVID-19 Navigating Through Business Interruption Your Estate Documents Amid the COVID-19 Crisis Business Interruption Claims Assistance - How We Can Help Staying Connected While Social Distancing I’m Self-Employed, How Will the Paycheck Protection Program Help Me? PPP came through for me! Now what do I do? Cash Flow Considerations for the "New Normal" The Role of the Board During Crisis SBA Interim Final Rules on PPP Loan Forgiveness & Borrower/Lender Responsibilities Changes to PPP - What Should You Know? PPP Loan Alert – SBA & Treasury Issue Guidance on PPP Flexibility & Updated Applications The Main Street Lending Program: An Alternative to the PPP PPP Alert – Senate Agrees to Extend PPP Loan Program to August 8th SBA Issues Procedural Notice for PPP Lender Forgiveness Reviews & Submissions SBA Streamlines PPP Forgiveness for Loans ≤ $50,000 How This Year’s Election Could Affect Your Year-End Tax Planning Wrongful Termination in the Midst of Economic Uncertainty Why a Forensic Accountant Should Be a Part of Your M&A Due Diligence Team Buy-Side vs. Sell-Side Due Diligence: Benefits & Concerns Benefits of an Outsourced CFO The CPA's Role in Evaluating & Quantifying Economic Damages Why You Should Consider A Fractional CFO For Your Business M&A Woes - Considerations for Sellers to Avoid Post-Closing Disputes The Role of a Forensic Accountant in Litigation The Role of a Forensic Accountant in Litigation

As Managing Director and Chair of Mercadien’s Forensic and Litigation Support Services Group, Frank Pina takes pride in providing investigative insight and financial clarity to clients in the midst of…

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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 Does Your Human Service Provider Agency Have a Sustainable Business Model? 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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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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Raji Sathappan

May 2017 | By: HMDA - Get It Right! The New Rules Lines of Defense - The Key Challenges in Integrating Control Activities Impact of New Flood Insurance - What You Need to Know Highlights of the FFIEC BSA/AML Manual Update The Evolution of Internal Audit and Impact of Activist Investors Raji Sathappan New Flood Insurance Article Cover Story of NJBankers Magazine What You Need to Know About Website Compliance and the ADA Tips for Complying With New HMDA Rules Going on the Offensive in Risk Management & Compliance Monitoring What You Need to Know About the Proposed CFPB Overdraft & Junk Fee Rule

Raji Sathappan has a clear passion for banking which shows through her energy and drive as a Managing Director in Mercadien’s Financial Institutions Services Group.  She is no stranger to…

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Lisa M. Thouin

February 2017 | By: Does Your Audit Committee Have What It Takes? Same-Day ACH Goes Live Prevent Fraud With Stronger Consumer Profiling

“Be grateful and slow down.” These are words that Lisa Thouin lives by. As a Managing Director with Mercadien’s Financial Institutions Services Group, Lisa provides outsourced internal audit, risk assessment…

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Eric M. Whelan

May 2017 | By: Trump's Proposed Tax Reforms Could Mean Big Changes For Individuals And Businesses The Affordable Care Act and Employers Unintended Consequences of Changes to Withholding Rates Under New Tax Law Updated Guidance on Available Payroll Credits – New Form 941 - 2nd Quarter 2020 Important Considerations for Year-End Tax Planning

Eric Whelan is a managing director of The Mercadien Group; principal in Mercadien, P.C., CPAs; and Team Leader for the firm’s tax practice.  With over 22 years of experience, Eric…

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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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