High Net Worth Archives - Page 39 of 39 - 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

  • A Small Business Primer on Expense DeductionsOCTOBER 16th, 2026
  • AI and Emerging Technology: A Practical Guide for Nonprofits OCTOBER 16th, 2026
  • Build Credibility with Audited Financial StatementsOCTOBER 15th, 2026
  • Strengthen Trust in Your Nonprofit With a Conflict-of-Interest PolicyOCTOBER 14th, 2026
  • Maner Costerisan Strengthens Grand Rapids Presence with New OfficeOCTOBER 13th, 2026
  • Assessing Your Business’s Fraud RisksOCTOBER 13th, 2026
  • Employee Benefit Plan Audit FAQs: What Plan Sponsors Need to KnowOCTOBER 13th, 2026
  • What Higher 2026 AMT Risk may Mean for Your Year-End Tax PlanningOCTOBER 12th, 2026
  • Retiring Soon? Recent Law Changes May Have an Impact on Your Retirement Savings

    Retiring Soon? Recent Law Changes May Have an Impact on Your Retirement Savings

    March 5th, 2021
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    If you’re approaching retirement, you probably want to ensure the money you’ve saved in retirement plans lasts as long as possible. If so, be aware that a law was recently…

    Read More


  • Family Business Owners Must Weave Together Succession And Estate Planning

    Family Business Owners Must Weave Together Succession And Estate Planning

    December 21st, 2020
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    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

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

    November 18th, 2020
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    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

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

    September 21st, 2020
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    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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