Financial & Retirement Planning Archives - Page 8 of 13 - Maner Costerisan
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Recent Posts

  • When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’tJULY 2nd, 2026
  • Accounting for Business CombinationsJULY 1st, 2026
  • Behind on Bookkeeping? Here’s How to Get Back On TrackJUNE 30th, 2026
  • Is Your Nonprofit Properly Insured?JUNE 29th, 2026
  • Rethink Inventory ManagementJUNE 26th, 2026
  • AICPA Peer Review Updates: Quality Management Standards, GQC Resources, and MoreJUNE 25th, 2026
  • Self-Employed? Don’t Overlook Valuable Tax DeductionsJUNE 24th, 2026
  • Reviewing the May 2026 MarketsJUNE 23rd, 2026
  • 4 Tax Challenges You May Encounter if You’re Retiring Soon

    4 Tax Challenges You May Encounter if You’re Retiring Soon

    May 16th, 2023 | Financial & Retirement Planning | Wealth Management | Small & Midsize Businesses
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    Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four…

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  • New Grant Program Available for Underfunded Local Government Pension Plans in Michigan

    New Grant Program Available for Underfunded Local Government Pension Plans in Michigan

    March 7th, 2023 | BY Rod Taylor | Consulting | Financial & Retirement Planning | Wealth Management | Government
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    A new grant program has been created to help underfunded pension systems of local governments required to report under the Protecting Local Government Retirement and Benefits Act (PA 202 of…

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  • Secure 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans

    Secure 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans

    January 20th, 2023 | Financial & Retirement Planning | Wealth Management | Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    The Consolidated Appropriations Act, 2023 (Public Law No. 117-328) that was signed into law on December 29, 2022 by President Joe Biden includes the SECURE 2.0 Act of 2022, which…

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  • SECURE 2.0 Law May Make You More Secure In Retirement

    SECURE 2.0 Law May Make You More Secure In Retirement

    January 6th, 2023 | Financial & Retirement Planning | Tax | Wealth Management | Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years. The Setting Every Community…

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  • Year-End Spending Package Tackles Retirement Planning, Conservation Easements

    Year-End Spending Package Tackles Retirement Planning, Conservation Easements

    January 3rd, 2023 | Financial & Retirement Planning | Tax | Wealth Management | Affordable Housing | Cannabis | Construction | Education | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses
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    On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. The sprawling year-end spending “omnibus” package includes two important new laws that could affect your financial planning: the Setting…

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