Wealth Management Archives - Page 14 of 28 - Maner Costerisan
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Recent Posts

  • How to Avoid and Correct Common Payroll Tax MistakesOCTOBER 19th, 2026
  • A Small Business Primer on Expense DeductionsOCTOBER 16th, 2026
  • AI and Emerging Technology: A Practical Guide for Nonprofits OCTOBER 16th, 2026
  • Build Credibility with Audited Financial StatementsOCTOBER 15th, 2026
  • 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
  • Small Businesses Can Help Employees Save for Retirement, Too

    Small Businesses Can Help Employees Save for Retirement, Too

    March 1st, 2024
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    SERVICE: Wealth Management
    INDUSTRIES: Cannabis | Construction | Employee Benefit Plans | Healthcare | Manufacturing | Small & Midsize Businesses

    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
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    SERVICE: Wealth Management
    INDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications

    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
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    SERVICE: Wealth Management
    INDUSTRY: Nonprofit

    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
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    SERVICE: Wealth Management

    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
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    SERVICE: Wealth Management
    INDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
    BY: Jen Danko

    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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