Wealth Management Archives - Maner Costerisan
Skip to main content Skip to menu Skip to footer
  • Client Login
  • Tech Support
  • Careers
  • Make a Payment
517.323.7500
Maner Costerisan
  • Industries
    • Affordable Housing
    • Cannabis
    • Construction
    • Education
    • Employee Benefit Plans
    • Government
    • Healthcare
    • High Net Worth
    • Manufacturing
    • Nonprofit
    • Small & Midsize Businesses
    • Telecommunications
  • Services

    Accounting

    • Outsourced Accounting Solutions
    • CFO Consulting Solutions
    • Business Accounting Software

    Audit & Assurance

    • Audit
    • Financial Statement & Audit Preparation
    • Peer Review

    Consulting

    • Strategy & Planning
    • Risk Management
    • Transaction Services
    • Data Analytics
    • Litigation Support

    Tax

    • Business Tax Services
    • Tax Credits
    • High Net Worth Tax Planning

    Technology

    • Business Accounting Software
    • Integration Services & Software
    • Budget & Reporting Software
    • IT Services
    • Strategic Partnerships
    • Microsoft Dynamics GP
    • Microsoft Dynamics 365 Business Central
    • Sage Intacct

    Wealth Management

    • 401k & Qualified Retirement Planning
    • Defined Benefit Plan Management
    • Estate Planning
    • Financial & Retirement Planning
  • Resources
    • News & Insights
    • Videos
    • Events
    • Testimonials
  • About Us
    • About Maner
    • Our Team
    • Careers
Contact Us
A diverse group of six people sit and stand around a table in a modern office, smiling and collaborating over a laptop and documents during a meeting.

News & Insights

News

  • All Categories
  • Featured
  • Grand Rapids
  • Lansing
  • Maner News

Insights

  • All Services
  • Accounting
  • Audit & Assurance
  • Consulting
  • Tax
  • Technology
  • Wealth Management
  • All Industries
  • Affordable Housing
  • Cannabis
  • Construction
  • Education
  • Employee Benefit Plans
  • Government
  • Healthcare
  • High Net Worth
  • Manufacturing
  • Nonprofit
  • Small & Midsize Businesses
  • Telecommunications

Recent Posts

  • Strengthen Trust in Your Nonprofit With a Conflict-of-Interest PolicyOCTOBER 14th, 2026
  • Maner Costerisan Strengthens Grand Rapids Presence with New OfficeOCTOBER 13th, 2026
  • Assessing Your Business’s Fraud RisksOCTOBER 13th, 2026
  • Employee Benefit Plan Audit FAQs: What Plan Sponsors Need to KnowOCTOBER 13th, 2026
  • What Higher 2026 AMT Risk may Mean for Your Year-End Tax PlanningOCTOBER 12th, 2026
  • Prepare a Successor to Lead Your Family BusinessOCTOBER 9th, 2026
  • Good Intentions Aren’t a Defense: D&O Insurance for NonprofitsOCTOBER 8th, 2026
  • What are the Tax Implications of Cryptocurrency Transactions?OCTOBER 7th, 2026
  • Restricted Stock Deserves Attention Before Year End

    Restricted Stock Deserves Attention Before Year End

    October 5th, 2026
    Facebook LinkedIn Email
    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, considering the potential tax consequences well before December…

    Read More


  • Reviewing the August 2026 Markets

    Reviewing the August 2026 Markets

    September 21st, 2026
    Facebook LinkedIn Email
    SERVICE: Wealth Management
    INDUSTRY: High Net Worth
    BY: Steven Guipe

    Signals Across Markets Markets continuously provide information to investors, but sometimes the message becomes clearer when several markets are viewed together. Recently, the relationship between interest rates, equities, foreign exchange…

    Read More


  • Senate Taxwriters Approve Bill to Expand Taxpayer Protections

    Senate Taxwriters Approve Bill to Expand Taxpayer Protections

    September 17th, 2026
    Facebook LinkedIn Email
    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    The Senate Finance Committee voted 26 to 1 on July 30 to approve an IRS reform bill that would offer new ways for taxpayers to pursue refund claims and address a range…

    Read More


  • 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
    Facebook LinkedIn Email
    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    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…

    Read More


  • Reviewing the July 2026 Markets

    Reviewing the July 2026 Markets

    August 27th, 2026
    Facebook LinkedIn Email
    SERVICE: Wealth Management
    INDUSTRY: High Net Worth
    BY: Steven Guipe

    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…

    Read More


«
1 2 3
› »

Want to Learn More?

If you have questions or are interested in learning how we can help your business, please contact us.

Get in Touch
Maner Costerisan

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

Grand Rapids
2851 Charlevoix Dr. SE,
Suite 300, Grand Rapids, MI 49546
Tel: 616-458-1835

About Us

News & Insights

Contact Us

Events

Your Next Move Starts with Insight

Join our list to receive timely updates, event invitations, and practical guidance from experts who understand your industry and can help you prepare for what’s ahead.

Subscribe

Copyright 2016-2026 Maner Costerisan. All Rights Reserved. 

Sitemap

|

Privacy Policy

|

Disclosures

|

BDO Alliance

  • Facebook
  • LinkedIn
  • YouTube