
News & Insights
News
Insights
Recent Posts
- New Law Extends Tax Relief for Disaster-Related Personal Casualty Losses and More
- Watch Out for the Growing Reach of the Additional 3.8% Tax on Investment Income
- How to Avoid and Correct Common Payroll Tax Mistakes
- A Small Business Primer on Expense Deductions
- AI and Emerging Technology: A Practical Guide for Nonprofits
- Build Credibility with Audited Financial Statements
- Strengthen Trust in Your Nonprofit With a Conflict-of-Interest Policy
- Maner Costerisan Strengthens Grand Rapids Presence with New Office
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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…
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Timelines: 3 Ways Business Owners Should Look at Succession Planning
INDUSTRIES: Affordable Housing | Cannabis | Construction | Employee Benefit Plans | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsBusiness owners are rightly urged to develop succession plans so their companies will pass on to the next generation, or another iteration of ownership, in a manner that best ensures…