News & Insights
Read the Latest Premium Financial Planning News
Maner Costerisan Named “Best Firm to Work For” by Accounting Today
September 13th, 2021
LANSING, MICH. September 13, 2021- Maner Costerisan, an award-winning, full-service advisory and accounting firm headquartered in Lansing, Mich., received a pair of notable accolades in recent weeks. For the sixth […]
READ MORE
Five Possible Tax Aspects of a Parent Moving into a Nursing Home
August 17th, 2021
|
Estate Planning |
Tax |
Tax Credits
If you have a parent entering a nursing home, you may not be thinking about taxes. But there are a number of possible tax implications related to this life event. […]
READ MORE
Ten Facts About the Pass-through Deduction for Qualified Business Income
August 16th, 2021
|
Accounting & Outsourced Solutions |
Outsourced Accounting Solutions
Are you eligible to take the deduction for qualified business income (QBI)? Here are 10 facts about this valuable tax break, referred to as the pass-through deduction, QBI deduction or […]
READ MORE
Defined Contribution Plans Mandatory Lifetime Income Disclosures
August 15th, 2021
|
Audit
With the intent to give retirees more visibility into how retirement savings translate into lifetime income, as part of the Setting Every Community Up for Retirement (SECURE) Act of 2019, […]
READ MORE
There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?
August 15th, 2021
|
Estate Planning |
Financial & Retirement Planning |
High Net Worth
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market […]