News & Insights
News
Insights
Recent Posts
- Give Executive Fraud Risk Your Full Attention
- Which Fringe Benefits are Tax-Free to Employees?
- Debits and Credits: A Practical Guide for Business Owners
- Sometimes How Much is in Tax-Deferred Retirement Accounts May Be Too Much
- Maner Costerisan Recognized as One of West Michigan’s Best Places to Work
- Maner Costerisan Recognized as a Best Place to Work in Michigan
- Reviewing the July 2026 Markets
- A Closer Look at Shareholder Advances
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How Much Can You Contribute to Your Retirement Plan in 2025? The IRS Just Revealed the Answer
The IRS has issued its 2025 inflation-adjusted contribution amounts for retirement plans in Notice 2024-80. Many retirement-plan-related limits will increase for 2025 — but less than in prior years. Thus, depending…
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Business Owners Sometimes Need to Switch Successors
For many business owners, choosing a successor is the most difficult task related to succession planning. Owners of family-owned businesses, who may have multiple children or other relatives to consider,…
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Maximize Estate Tax Savings with a Spousal Lifetime Access Trust Before the Tax Cuts & Jobs Act Expires in 2025
By: Kevin Todd, CPA, EA, USTCP, Senior Manager Overview of the Tax Cuts and Jobs Act (TCJA) Expiration Many of the legislative tax rules we have come to know under…
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IRS Issues Final Regulations on Inherited IRAs
The IRS has published new regulations relevant to taxpayers subject to the “10-year rule” for required minimum distributions (RMDs) from inherited IRAs or other defined contribution plans. The final regs,…
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Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals
If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a tax-saving strategy. It involves making…