News & Insights
News
Insights
Recent Posts
- Making Smarter Capital Investment Decisions
- Maner Costerisan Charity Golf Outing Raises Funds for Family Outreach Center
- Why (And How) Your Nonprofit Should Cultivate Relationships with Major Donors
- How Can Barcodes Improve Asset Management?
- Maner Costerisan Rises Six Spots in National Accounting Firm Rankings
- Build a More Efficient Nonprofit Finance Function
- Professional Valuations Provide Businesses with More Than a Number
- How What You Donate Impacts Your Tax Deductions
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IRS Pushes Back Changes to 401(k) Catch-Up Contributions
The Internal Revenue Service (IRS) announced in late August, 2023, it will push back changes to 401(k) catch-up contributions that were scheduled to take effect in 2024. Under the…
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Look Carefully at Three Critical Factors of Succession Planning
The day-to-day demands of running a business can make it difficult to think about the future. And by “future,” we’re not necessarily talking about how your tax liability will look…
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IRS Provides Transitional Relief for RMDs and Inherited IRAs
The IRS has issued new guidance providing transitional relief related to recent legislative changes to the age at which taxpayers must begin taking required minimum distributions (RMDs) from retirement accounts.…
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Inheriting Stock or Other Assets? You’ll Receive a Favorable “Stepped-up Basis”
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. How do the rules work? Under the…
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The Importance of Pre-Death Estate Planning
By: Jen Danko Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning. …