Wealth Management Archives - Page 15 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
  • HSA Contribution Limits Set to Increase in 2024

    HSA Contribution Limits Set to Increase in 2024

    November 22nd, 2023
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    SERVICES: Accounting | Wealth Management
    INDUSTRY: Employee Benefit Plans

    The IRS annually evaluates limits and thresholds for various benefits and provides increases, as needed, to keep pace with inflation. The health savings account (HSA) contribution limits effective January 1,…

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  • A Refresher on the Trust Fund Recovery Penalty for Business Owners and Executives

    A Refresher on the Trust Fund Recovery Penalty for Business Owners and Executives

    October 24th, 2023
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    SERVICES: Accounting | Wealth Management
    INDUSTRIES: Affordable Housing | Cannabis | Construction | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications

    One might assume the term “trust fund recovery penalty” has something to do with estate planning. It’s important for business owners and executives to know better. In point of fact, the…

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  • Your Fiduciary Duty as a Trustee or Personal Representative: A Guide to Estate Responsibilities

    Your Fiduciary Duty as a Trustee or Personal Representative: A Guide to Estate Responsibilities

    September 26th, 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   Being trusted and appointed to the role of a trustee or personal representative of an estate is a lot to comprehend. It comes with significant responsibilities and…

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  • Evaluate Whether a Health Savings Account is Beneficial to You

    Evaluate Whether a Health Savings Account is Beneficial to You

    September 26th, 2023
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    SERVICE: Wealth Management
    INDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Manufacturing | Nonprofit | Small & Midsize Businesses

    With the escalating cost of health care, many people are looking for a more cost-effective way to pay for it. For eligible individuals, a Health Savings Account (HSA) offers a…

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  • IRS Issues Guidance on New Retirement Catch-up Contribution Rules

    IRS Issues Guidance on New Retirement Catch-up Contribution Rules

    September 11th, 2023
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    SERVICE: Wealth Management
    INDUSTRIES: Affordable Housing | Cannabis | Construction | High Net Worth | Manufacturing | Small & Midsize Businesses | Telecommunications

    In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping new law made some significant changes to so-called catch-up contributions,…

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