
News & Insights
News
Insights
Recent Posts
- IRS Finalizes Regulations for the Auto Loan Interest Deduction
- Maner Costerisan Kicks Off Season of Giving with Volunteer Work at Six Grand Rapids-Area Nonprofits
- Maner Costerisan Kicks Off Season of Giving with Volunteer Work at Nine Lansing-Area Nonprofits
- What Business Owners Need to Know About the Accounting Cycle
- Finish 2026 Strong with These Year-End Tax Planning Strategies
- IRS Publishes New Per Diem Business Travel Rates for Fiscal Year 2027
- What are the Common Warning Signs of Financial Distress?
- Cost vs. Coverage: Renewing Your Business’s Employee Health Plan
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Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals
SERVICE: Wealth ManagementINDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsIf you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a tax-saving strategy. It involves making…
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Common Estate Planning Mistakes
SERVICE: Wealth ManagementINDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsBy: Devan Alexander and Jen Danko Having a solid estate plan in place before an unthinkable crisis is the best way to ensure your legacy is preserved and your wishes…
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Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers
SERVICE: Wealth ManagementINDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsBY: Nate WhitsonWhen planning for higher education expenses, many families turn to 529 Plans for reliable savings. What is a 529 Plan? It offers families the benefit of tax-free growth on investments,…
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SECURE 2.0: Which Provisions Went Into Effect in 2024?
SERVICE: Wealth ManagementINDUSTRIES: Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsThe Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law in December 2022, bringing more than 90 changes to retirement plan and tax laws. Many of…
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The Benefits of Outsourced Accounting for Expanding Businesses
INDUSTRIES: Affordable Housing | Cannabis | Construction | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsA technology startup managed all their bookkeeping, reporting, and other accounting matters with a small team in-house. As their company started to show success, they experienced rapid growth led by…