News & Insights

2021 Year-End Tax Planning Guides

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As we begin to prepare for year-end, we recognize that 2021 was another one for the record books. A continued global pandemic, large-scale federal legislation inclusive of stimulus checks, infrastructure […]

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2021 Year-End Tax Planning Webinar

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Maner Costerisan tax experts aim to simplify the complexities surrounding business and individual tax planning for the upcoming tax year in this recorded webinar. In addition, the team will highlight […]

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Feeling Generous at Year-end? Strategies for Donating to Charity or Gifting to Loved Ones

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As we approach the holidays, many people plan to donate to their favorite charities or give money or assets to their loved ones. Here are the basic tax rules involved […]

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U.S. House Passes the Build Back Better Act

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The U.S. House of Representatives passed a crucial part of President Biden’s agenda by a vote of 220-213 on November 19. The Build Back Better Act (BBBA) includes numerous provisions […]

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Don’t Forget to Factor 2022 Cost-of-Living Adjustments into Your Year-End Tax Planning

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The IRS recently issued its 2022 cost-of-living adjustments for more than 60 tax provisions. With inflation up significantly this year, mainly due to the COVID-19 pandemic, many amounts increased considerably […]

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