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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Things to Consider if You’re Thinking of Selling Your Business
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
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
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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Market Report – June 2022
The odds of a recession have increased in the United States. The interest rate correction from ultra-low borrowing costs and the decline in stock prices as of late flash that…
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Proposed Regs For Inherited IRAs Bring Unwelcome Surprises
Back in late 2019, the first significant legislation addressing retirement savings since 2006 became law. The Setting Every Community Up for Retirement Enhancement (SECURE) Act has resulted in many changes…