News & Insights
Pinched Nonprofits May Want to Free Up Board-Designated Assets
September 16th, 2025
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Strategy and Planning |
Nonprofit
In general, nonprofits can’t use restricted assets for purposes other than those specified by the original donor. Board-designated assets (or board-designated funds) are another matter. These are unrestricted funds that […]
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Turning State Tax Complexities Into a Plan for Success: The Role of Trusted Advisors
August 29th, 2025
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Audit & Assurance |
Strategy and Planning |
Tax
State tax laws are evolving rapidly, with broadening nexus standards, shifting apportionment rules , aggressive enforcement tactics, and growing divergence from federal standards. As a result, companies operating across multiple U.S. states […]
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What Is Tax-Efficient Wealth Management?
August 11th, 2025
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By Steven Guipe |
Financial & Retirement Planning |
Strategy and Planning |
Tax |
Wealth Management |
High Net Worth
Why Working with Maner Makes All the Difference When it comes to managing wealth, it’s not just about what you earn—it’s about what you keep. Tax-efficient wealth management is a […]
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Give Members Reasons to Continue Supporting Your Nonprofit
July 29th, 2025
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Risk Management |
Strategy and Planning |
Nonprofit
Reliable income streams are worth their weight in gold. Unfortunately, these days some people may be feeling some economic uncertainty and think twice about renewing their memberships or continuing to […]
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Best Practices for Managing Cash Flow in the Growth Stage of a Business Life Cycle
July 1st, 2025
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By Nick West |
Consulting |
Strategy and Planning |
Cannabis |
Construction |
Manufacturing |
Small & Midsize Businesses
Effective cash flow management is critical at every stage of a business’s life cycle, but it becomes particularly crucial during the growth stage. At this point, a company is expanding, […]