News & Insights
Read the Latest Premium Financial Planning News
New Team Members Join Maner Costerisan – June 2022
June 28th, 2022
|
Our Team
Maner Costerisan is committed to helping our clients reach their potential. One way we accomplish this is through hiring the best and brightest team members. We recently welcomed a number […]
READ MORE
Simple Ways To Make Strategic Planning A Reality
June 24th, 2022
|
Consulting |
Strategic Planning
Every business wants to engage in strategic planning that will better position the company to sell more to current customers — and perhaps expand into new markets. Yet the term […]
READ MORE
Your Estate Plan: Don’t Forget About Income Tax Planning
June 23rd, 2022
|
Accounting & Outsourced Solutions |
Estate Planning |
Strategic Planning |
Tax |
Wealth Management
As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate tax. Before 2011, a much […]
READ MORE
Private Business Owners: Don’t Wait Until Year End To Evaluate Financial Performance
June 22nd, 2022
|
Accounting & Outsourced Solutions |
Audit & Assurance |
Consulting |
Outsourced Accounting Solutions |
Strategic Planning |
Tax
How often does your company generate a full set of financial statements? It’s common for smaller businesses to issue only year-end financials, but interim reporting can be helpful, particularly in […]
READ MORE
Market Report – June 2022
June 20th, 2022
|
Wealth Management
The odds of a recession have increased in the United States. The interest rate correction from ultra-low borrowing costs and the decline in stock prices as of late flash that […]