Service
Gifting Wisely
Most of us are familiar with the concept that we can gift a certain amount of money to another person every year without gift tax consequences and that there is…
How Does Your Board Stack Up?
The members of a board of directors collectively set the direction of an organization, steering it toward a better future by setting the tone that promotes sound and ethical legal…
Money$peak Expands, Maintains Focus on Retention, Real-Life Skills
Money$peak is expanding its reach. The Mercadien Foundation, in partnership with Rider University’s Graduate School of Business, concluded its second year of the Money$peak program in June 2016 with great…
Central NJ High Schools Win Big At Regional Money$peak Competition
Princeton, NJ – The expanded second annual Money$peak competition, presented by the Mercadien Foundation and Rider University, with participating student teams from Bordentown, Hillsborough, Hopewell Valley, Lawrence, Steinert, and West…
Tax Scams On The Rise – Identity Theft A Major Threat To Americans
Most Americans filed their 2015 tax returns by the extended April 18th deadline this year and will do their best to forget about taxes until they’re due again in 2017. However,…
Lisa Thouin Presents on Risk Management to Central NJ Financial Managers Society
The NY/NJ Chapter recently held the third of a planned series of three breakfast meetings designed specifically to enhance the professional development of financial decision makers at community banks in…
Money$peak Expands in Central New Jersey on June 1
Princeton, NJ – High school students in central New Jersey will participate in an expanded, second annual Money$peak competition on June 1 at 6:00 p.m. in Rider University’s Bart Luedeke…
Surprise Audits Can Stop Fraud in its Tracks
Over the years, the Association of Certified Fraud Examiners (ACFE) has consistently estimated that occupational fraud costs the typical organization 5% of its revenue annually. In its most recent biennial…
Prevent Fraud With Stronger Consumer Profiling
When we hear the word fraud, our own personal ideas and experiences about it usually come to mind. An official definition of fraud as published by the Institute of Internal…
A Successful Business Requires Strong Governance
Begin With the Business Structure Good governance starts with the initial organization (or reorganization) of a business. For the sake of simplicity, we’ll focus on governance issues in the context…