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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If Your Business Has Co-Owners, You Probably Need A Buy-Sell Agreement

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Are you buying a business that will have one or more co-owners? Or do you already own one fitting that description? If so, consider installing a buy-sell agreement. A well-drafted […]

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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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Modernize with Microsoft Dynamics Cloud ERP

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If your organization still relies on an on-premise ERP (Enterprise Resource Planning) or accounting system, you’ve probably encountered challenges with team collaboration, security, and remote work limitations. ERP systems are […]

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