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Why it’s Important to Plan For Income Taxes as Part of Your Estate Plan
November 18th, 2020
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Estate Planning |
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
September 21st, 2020
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Estate Planning |
Succession Planning
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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Microsoft Dynamics GP Free Add-Ons
September 16th, 2020
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Business Accounting Software |
Microsoft Dynamics GP |
Technology
Recorded webinar about Free Add-ons and tools for Dynamics GP. In this webinar you will discover road blocks you may be facing in Dynamics GP and how to move past […]
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Maner Costerisan Named One of Accounting Today’s 2020 Best Accounting Firms to Work For
August 11th, 2020
Maner Costerisan was recently named one of Accounting Today’s Best Accounting Firms to Work For in 2020. The 100 accounting firms recognized with the honor were chosen as a part […]
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Valuing a Business in the COVID-19 Era
August 5th, 2020
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By Jeff Allen |
Consulting |
Succession Planning
On November 17, 2019 the earliest confirmed case of COVID-19 was made in China. At the time, the virus was not recognized as a new virus. On January 8, 2020 […]