News & Insights

Team Member Spotlight: Amber Rathbun

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Amber Rathbun, CPA, Senior Manager, provides tax support to individuals, nonprofits, and for-profit businesses and is an active member of Maner Costerisan’s nonprofit team. She cares deeply about her colleagues […]

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Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals

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If 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

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By: 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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Audit Preparation: Ensuring Your Organization is Ready for the Process

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By: Renee McNutt and Kylie Kalleward If your organization has never had to undergo an audit before, the process can be daunting and overwhelming. A typical reaction could also be […]

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Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers

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When 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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