Wealth Management Archives - Page 13 of 27 - Maner Costerisan
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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.

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Recent Posts

  • Making Smarter Capital Investment DecisionsAUGUST 18th, 2026
  • Maner Costerisan Charity Golf Outing Raises Funds for Family Outreach CenterAUGUST 18th, 2026
  • Why (And How) Your Nonprofit Should Cultivate Relationships with Major DonorsAUGUST 13th, 2026
  • How Can Barcodes Improve Asset Management?AUGUST 12th, 2026
  • Maner Costerisan Rises Six Spots in National Accounting Firm RankingsAUGUST 12th, 2026
  • Build a More Efficient Nonprofit Finance FunctionAUGUST 10th, 2026
  • Professional Valuations Provide Businesses with More Than a NumberAUGUST 7th, 2026
  • How What You Donate Impacts Your Tax DeductionsAUGUST 6th, 2026
  • Small Businesses Can Help Employees Save for Retirement, Too

    Small Businesses Can Help Employees Save for Retirement, Too

    March 1st, 2024 | Wealth Management | Cannabis | Construction | Employee Benefit Plans | Healthcare | Manufacturing | Small & Midsize Businesses
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    Many small business owners run their companies as leanly as possible. This often means not offering what are considered standard fringe benefits for midsize or larger companies, such as a…

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  • If You Didn’t Contribute to an IRA Last Year, There’s Still Time

    If You Didn’t Contribute to an IRA Last Year, There’s Still Time

    February 29th, 2024 | 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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    If you’re gathering documents to file your 2023 tax return and you’re concerned that your tax bill may be higher than you’d like, there might still be an opportunity to…

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  • 6 Ways Nonprofit Retirement Plans are Changing

    6 Ways Nonprofit Retirement Plans are Changing

    February 23rd, 2024 | Wealth Management | Nonprofit
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    Some provisions of 2022’s SECURE Act 2.0 (a follow-up to the SECURE Act of 2019) have been in force for over a year — including several that affect 403(b) retirement…

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  • Market Report – January 2024

    Market Report – January 2024

    February 22nd, 2024 | Wealth Management
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    The new year kicked off with several unforeseen events spanning global logistics, sports, and financial markets which have captured public attention. Notably, the Detroit Lions’ unexpected journey to the NFC…

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  • Maximizing Your Charitable Giving for Tax Benefits

    Maximizing Your Charitable Giving for Tax Benefits

    November 28th, 2023 | BY Jen Danko | 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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    By: Jen Danko   We all wish we could contribute more to those causes and communities we care about most. By thoughtfully strategizing your charitable giving, you have the opportunity to…

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