Consulting Archives - Page 22 of 46 - Maner Costerisan
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Recent Posts

  • What are the Common Warning Signs of Financial Distress?NOVEMBER 6th, 2026
  • Cost vs. Coverage: Renewing Your Business’s Employee Health PlanNOVEMBER 5th, 2026
  • Restricted Gifts and Your Nonprofit’s ResponsibilityNOVEMBER 3rd, 2026
  • Charitable Contribution Deductions: What to Know for Your 2026 Tax ReturnNOVEMBER 2nd, 2026
  • Expecting a Big Revenue Year? Consider Tax Moves Before Year EndNOVEMBER 2nd, 2026
  • Make More Timely Business Decisions with Interim Financial ReportsOCTOBER 29th, 2026
  • When the Record Matters: Better Board Minutes for NonprofitsOCTOBER 27th, 2026
  • Consider an Installment Sale to Optimize Taxes When Selling Your BusinessOCTOBER 23rd, 2026
  • Lost and Found: Regaining Your Nonprofit’s Tax-Exempt Status

    Lost and Found: Regaining Your Nonprofit’s Tax-Exempt Status

    January 31st, 2025
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    SERVICE: Consulting
    INDUSTRY: Nonprofit

    The IRS regularly revokes the tax-exempt status of not-for-profits — mostly for failing to file annual information returns. Losing your exempt status can be devastating. Donors won’t be eligible to…

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  • Businesses Must Stay on Guard Against Invoice Fraud

    Businesses Must Stay on Guard Against Invoice Fraud

    September 27th, 2024
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    SERVICE: Consulting
    INDUSTRIES: Affordable Housing | Cannabis | Construction | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications

    Fraud is a pernicious problem for companies of all shapes and sizes. One broad type of crime that seems to be thriving as of late is invoice fraud. In the…

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  • Timelines: 3 Ways Business Owners Should Look at Succession Planning

    Timelines: 3 Ways Business Owners Should Look at Succession Planning

    June 4th, 2024
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    SERVICES: Consulting | Wealth Management
    INDUSTRIES: Affordable Housing | Cannabis | Construction | Employee Benefit Plans | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications

    Business owners are rightly urged to develop succession plans so their companies will pass on to the next generation, or another iteration of ownership, in a manner that best ensures…

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  • Data Dashboard & Visualizations: Utilizations for Success

    Data Dashboard & Visualizations: Utilizations for Success

    May 6th, 2024
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    SERVICE: Consulting
    INDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications

    Have you ever felt lost in a sea of data – trying to make sense of numbers from various spreadsheets, emails and messy dashboards that don’t integrate with one another?…

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  • Building Resilience: Mitigating Vendor Risk Management

    Building Resilience: Mitigating Vendor Risk Management

    April 25th, 2024
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    SERVICE: Consulting
    INDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications

    By: Gary Loew, CFE A midsize construction company was gearing up to begin work on a prestigious new office complex that promised significant growth and exposure for its business. Just…

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Maner Costerisan

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