Wealth Management Archives - Page 16 of 26 - 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

  • Inside Your Audit: Reviewing Expectations on What Local Governments Should be Asking Their Auditor  JULY 10th, 2026
  • How Small and Midsize Businesses Can Stabilize Financial Operations During Leadership Transitions JULY 9th, 2026
  • What’s the Right Entity Type for Your New Business?JULY 8th, 2026
  • Balancing Financial Reporting Needs With Compliance CostsJULY 7th, 2026
  • Helping Your Nonprofit’s Board Make Sense of Financial ReportsJULY 6th, 2026
  • When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’tJULY 2nd, 2026
  • Accounting for Business CombinationsJULY 1st, 2026
  • Behind on Bookkeeping? Here’s How to Get Back On TrackJUNE 30th, 2026
  • The Ripple Effect of Failed Banks

    The Ripple Effect of Failed Banks

    March 17th, 2023 | Wealth Management | Small & Midsize Businesses
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    Several banks have come under scrutiny as depositors have lost trust in the safety of their deposits and, so far, three banks have failed: Silvergate Bank, Silicon Valley Bank, and…

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  • New Grant Program Available for Underfunded Local Government Pension Plans in Michigan

    New Grant Program Available for Underfunded Local Government Pension Plans in Michigan

    March 7th, 2023 | BY Rod Taylor | Consulting | Financial & Retirement Planning | Wealth Management | Government
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    A new grant program has been created to help underfunded pension systems of local governments required to report under the Protecting Local Government Retirement and Benefits Act (PA 202 of…

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  • Preparing to Sell Your Business

    Preparing to Sell Your Business

    February 23rd, 2023 | Consulting | Risk Management | Strategy and Planning | Transactional Services | Wealth Management | Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    The idea of selling a business can be daunting. Finding a buyer and managing the time-intensive process while continuing to run the business may cause owners to avoid the subject…

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  • IRS 401(k) & IRA Limit Increases for 2023

    IRS 401(k) & IRA Limit Increases for 2023

    January 26th, 2023 | 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: Steven Guipe The amount individuals can contribute to their 401(k) plans in 2023 will increase to $22,500 — up from $20,500 in 2022. The income ranges for determining eligibility…

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  • Maner Costerisan Welcomes New Tax Partner to Support Growing High Net Worth Tax & Wealth Management Practice

    Maner Costerisan Welcomes New Tax Partner to Support Growing High Net Worth Tax & Wealth Management Practice

    January 26th, 2023 | Our Team | Tax | 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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    Jen Danko brings over 12 years of estate, trust and tax consulting services experience to team.      LANSING, Mich. – Maner Costerisan, a top regional business consulting and award-winning public…

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