Wealth Management Archives - Page 18 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
  • What is a Business Valuation?

    What is a Business Valuation?

    September 26th, 2022 | BY Jeff Allen | Consulting | Succession Planning | Transactional Services | Wealth Management | Construction | Healthcare | Manufacturing | Small & Midsize Businesses
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    What is a business valuation? It sounds like a straightforward question, right? A business valuation comprises several different – and critical – pieces that come together to assess a business’s…

    Read More


  • Key To Your Cannabis Businesses Success: Strategic Cash Flow Model

    Key To Your Cannabis Businesses Success: Strategic Cash Flow Model

    September 22nd, 2022 | Accounting & Outsourced Solutions | Consulting | Financial & Retirement Planning | Outsourced Accounting Solutions | Reporting & KPIs | Strategic Planning | Wealth Management | Cannabis
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    Today’s market is witnessing dramatic rising costs for labor and supplies.  To help avoid finding your business in a cash crisis, maintaining and updating a strategic cash flow projection model…

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  • Things to Consider if You’re Thinking of Selling Your Business

    Things to Consider if You’re Thinking of Selling Your Business

    September 9th, 2022 | BY Dennis Theis | Succession Planning | Wealth Management | Small & Midsize Businesses
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    If you’re thinking about selling your business, start planning early and have well-defined goals in mind. That’s the most important advice I can give you. Why? Because it takes more…

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  • Reducing Fiduciary Risk When Offering Company Stock in Qualified Retirement Plans

    Reducing Fiduciary Risk When Offering Company Stock in Qualified Retirement Plans

    August 4th, 2022 | Financial & Retirement Planning | Wealth Management | Small & Midsize Businesses
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    Giving employees opportunities to invest in company stock can be a valuable tool to recruit and retain top talent as well as create a sense of company loyalty. Companies can…

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  • Your Estate Plan: Don’t Forget About Income Tax Planning

    Your Estate Plan: Don’t Forget About Income Tax Planning

    June 24th, 2022 | Accounting & Outsourced Solutions | Consulting | Estate Planning | Strategic Planning | Tax | Wealth Management | High Net Worth | Small & Midsize Businesses
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    As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate tax. Before 2011, a much…

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