
News & Insights
News
Insights
Recent Posts
- How to Avoid and Correct Common Payroll Tax Mistakes
- A Small Business Primer on Expense Deductions
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- Build Credibility with Audited Financial Statements
- Strengthen Trust in Your Nonprofit With a Conflict-of-Interest Policy
- Maner Costerisan Strengthens Grand Rapids Presence with New Office
- Assessing Your Business’s Fraud Risks
- Employee Benefit Plan Audit FAQs: What Plan Sponsors Need to Know
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IRS Pushes Back Changes to 401(k) Catch-Up Contributions
SERVICE: Wealth ManagementINDUSTRIES: Affordable Housing | Cannabis | Construction | High Net Worth | Manufacturing | Small & Midsize Businesses | TelecommunicationsThe 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
SERVICE: Wealth ManagementINDUSTRIES: Affordable Housing | Cannabis | Construction | Manufacturing | Small & Midsize Businesses | TelecommunicationsThe 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
INDUSTRIES: Affordable Housing | Cannabis | Construction | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsThe 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”
INDUSTRIES: Affordable Housing | Cannabis | Construction | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsIf 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
INDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | TelecommunicationsBY: Jen DankoBy: 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. …