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Family Business Owners Must Weave Together Succession And Estate Planning

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It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually, these companies make substantial contributions to both employment figures and the gross domestic product. […]

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Why it’s Important to Plan For Income Taxes as Part of Your Estate Plan

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As a result of the current estate tax exemption amount ($11.58 million in 2020), many estates no longer need to be concerned with federal estate tax. Before 2011, a much […]

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How to Plan For Succession: Preserving, Protecting, and Passing on Wealth

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The decisions made regarding ownership of the family office or closely held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to […]

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Microsoft Dynamics GP Free Add-Ons

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Recorded webinar about Free Add-ons and tools for Dynamics GP. In this webinar you will discover road blocks you may be facing in Dynamics GP and how to move past […]

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Maner Costerisan Named One of Accounting Today’s 2020 Best Accounting Firms to Work For

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Maner Costerisan was recently named one of Accounting Today’s Best Accounting Firms to Work For in 2020. The 100 accounting firms recognized with the honor were chosen as a part […]

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