Wealth Management Archives - Page 17 of 27 - Maner Costerisan
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Recent Posts

  • Making Smarter Capital Investment DecisionsAUGUST 18th, 2026
  • Maner Costerisan Charity Golf Outing Raises Funds for Family Outreach CenterAUGUST 18th, 2026
  • Why (And How) Your Nonprofit Should Cultivate Relationships with Major DonorsAUGUST 13th, 2026
  • How Can Barcodes Improve Asset Management?AUGUST 12th, 2026
  • Maner Costerisan Rises Six Spots in National Accounting Firm RankingsAUGUST 12th, 2026
  • Build a More Efficient Nonprofit Finance FunctionAUGUST 10th, 2026
  • Professional Valuations Provide Businesses with More Than a NumberAUGUST 7th, 2026
  • How What You Donate Impacts Your Tax DeductionsAUGUST 6th, 2026
  • Preparing to Sell Your Business

    Preparing to Sell Your Business

    February 23rd, 2023 | Consulting | 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 | Consulting | 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 | 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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  • Secure 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans

    Secure 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans

    January 20th, 2023 | Consulting | 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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    The Consolidated Appropriations Act, 2023 (Public Law No. 117-328) that was signed into law on December 29, 2022 by President Joe Biden includes the SECURE 2.0 Act of 2022, which…

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  • SECURE 2.0 Law May Make You More Secure In Retirement

    SECURE 2.0 Law May Make You More Secure In Retirement

    January 6th, 2023 | Consulting | 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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    A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years. The Setting Every Community…

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