High Net Worth Archives - Page 11 of 37 - Maner Costerisan
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A diverse group of six people sit and stand around a table in a modern office, smiling and collaborating over a laptop and documents during a meeting.

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Recent Posts

  • Is Your Nonprofit’s Spending Policy Still Working?JULY 29th, 2026
  • The Business Lifecycle Part 4: The Established Stage JULY 29th, 2026
  • Key Takeaways From the 2026 AICPA Not-for-Profit Industry Conference: Building Resilience in an Era of Change JULY 28th, 2026
  • FAQs About Resolving Small Business Tax IssuesJULY 28th, 2026
  • IRS Issues Guidance on QOZ Program ChangesJULY 28th, 2026
  • Where to Look When You Need to Improve Profit MarginsJULY 27th, 2026
  • Business and Other Mileage Rates Increase for the Second Half of 2026JULY 24th, 2026
  • Approaching Nonprofit Mergers With IntentionalityJULY 24th, 2026
  • Taming the Tax Tangle if You’re Retiring Soon

    Taming the Tax Tangle if You’re Retiring Soon

    February 13th, 2025 | Tax | Wealth Management | High Net Worth
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    Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of…

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  • President Trump’s Tax Plan: What Proposals are Being Discussed in Washington?

    President Trump’s Tax Plan: What Proposals are Being Discussed in Washington?

    February 7th, 2025 | Tax | Wealth Management | High Net Worth
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    President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation…

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  • Maner Costerisan Expands with 20 New Team Members

    Maner Costerisan Expands with 20 New Team Members

    February 5th, 2025 | Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    LANSING, Mich. – Maner Costerisan is proud to announce the addition of several talented professionals to its team. These new hires represent a wide range of expertise and highlight the firm’s…

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  • New Changes by the IRS to Look Out for in the 2025 Filing Season

    New Changes by the IRS to Look Out for in the 2025 Filing Season

    January 28th, 2025 | Tax | High Net Worth | Small & Midsize Businesses
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    By Caroline Huffman  The filing season starts January 27, 2025, and a few changes were made just in time for the start of this new season.   The IRS expects more…

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  • Navigating the Stock Market Ahead of the 2025 Presidential Inauguration: Insights from a Certified Financial Planner

    Navigating the Stock Market Ahead of the 2025 Presidential Inauguration: Insights from a Certified Financial Planner

    January 14th, 2025 | BY Steven Guipe | Tax | Wealth Management | High Net Worth | Small & Midsize Businesses
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    As the 2025 U.S. presidential inauguration approaches, the political landscape is in a bit of flux. Investors are keenly watching to understand how this transition might impact the stock market…

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