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Recent Posts

  • Debits and Credits: A Practical Guide for Business OwnersSEPTEMBER 2nd, 2026
  • Sometimes How Much is in Tax-Deferred Retirement Accounts May Be Too MuchSEPTEMBER 1st, 2026
  • Maner Costerisan Recognized as One of West Michigan’s Best Places to Work AUGUST 27th, 2026
  • Maner Costerisan Recognized as a Best Place to Work in Michigan AUGUST 27th, 2026
  • Reviewing the July 2026 MarketsAUGUST 27th, 2026
  • A Closer Look at Shareholder AdvancesAUGUST 26th, 2026
  • Let’s Trade! Business Bartering is Still TaxableAUGUST 24th, 2026
  • It’s Time to Start Preparing Your Nonprofit’s Annual ReportAUGUST 21st, 2026
  • Sometimes How Much is in Tax-Deferred Retirement Accounts May Be Too Much

    Sometimes How Much is in Tax-Deferred Retirement Accounts May Be Too Much

    September 1st, 2026 | Wealth Management | High Net Worth
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    Contributing as much as possible to tax-deferred retirement accounts such as traditional 401(k)s and IRAs is a common recommendation. Contributions generally are pretax or deductible, and the power of tax-deferred…

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  • Reviewing the July 2026 Markets

    Reviewing the July 2026 Markets

    August 27th, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    The Next Big AI Investment Question Artificial intelligence has been one of the most powerful investment themes of the decade, but lately investors have begun questioning the profits that will…

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  • How What You Donate Impacts Your Tax Deductions

    How What You Donate Impacts Your Tax Deductions

    August 6th, 2026 | Tax | Wealth Management | High Net Worth
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    Have you already made contributions to charity this year? Are you considering making more between now and year end? If so, it’s important to be familiar with the tax rules…

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  • Reviewing the June 2026 Markets

    Reviewing the June 2026 Markets

    July 22nd, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    From AI Euphoria to AI Skepticism Global financial markets have experienced important transitions over the past thirty days. The dominant narratives shifted away from energy-driven inflation shocks to geopolitical stability.…

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  • Will Your Social Security Benefits be Taxable?

    Will Your Social Security Benefits be Taxable?

    July 15th, 2026 | Tax | Wealth Management | High Net Worth
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    Last year, the new tax deduction for taxpayers 65 and older was sometimes referred to as “no tax on Social Security.” In actuality, this up-to-$6,000-per-individual deduction, also known as the…

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Maner Costerisan

2425 E. Grand River Ave.,
Suite 1, Lansing, MI 48912
Tel: 517-323-7500
Fax: 517-323-6346

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