Wealth Management Archives - Page 19 of 28 - Maner Costerisan
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Recent Posts

  • How to Avoid and Correct Common Payroll Tax MistakesOCTOBER 19th, 2026
  • A Small Business Primer on Expense DeductionsOCTOBER 16th, 2026
  • AI and Emerging Technology: A Practical Guide for Nonprofits OCTOBER 16th, 2026
  • Build Credibility with Audited Financial StatementsOCTOBER 15th, 2026
  • Strengthen Trust in Your Nonprofit With a Conflict-of-Interest PolicyOCTOBER 14th, 2026
  • Maner Costerisan Strengthens Grand Rapids Presence with New OfficeOCTOBER 13th, 2026
  • Assessing Your Business’s Fraud RisksOCTOBER 13th, 2026
  • Employee Benefit Plan Audit FAQs: What Plan Sponsors Need to KnowOCTOBER 13th, 2026
  • Year-End Spending Package Tackles Retirement Planning, Conservation Easements

    Year-End Spending Package Tackles Retirement Planning, Conservation Easements

    January 3rd, 2023
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    SERVICES: Consulting | Tax | Wealth Management
    INDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses

    On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. The sprawling year-end spending “omnibus” package includes two important new laws that could affect your financial planning: the Setting…

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  • Employers: In 2023, the Social Security Wage Base is Going Up

    Employers: In 2023, the Social Security Wage Base is Going Up

    October 28th, 2022
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    SERVICES: Consulting | Wealth Management
    INDUSTRIES: Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses

    The Social Security Administration recently announced that the wage base for computing Social Security tax will increase to $160,200 for 2023 (up from $147,000 for 2022). Wages and self-employment income…

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  • New Trend Employees Must Know About Today’s Retirement Environment

    New Trend Employees Must Know About Today’s Retirement Environment

    October 18th, 2022
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    SERVICE: Wealth Management
    INDUSTRY: Small & Midsize Businesses

    October 16-22 is National Retirement Security Week, a week dedicated to encouraging employees to take steps to secure their retirement. When it comes to retirement planning, an important step for…

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  • What is a Business Valuation?

    What is a Business Valuation?

    September 26th, 2022
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    SERVICES: Consulting | Wealth Management
    INDUSTRIES: Construction | Healthcare | Manufacturing | Small & Midsize Businesses
    BY: Jeff Allen

    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…

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

    Key To Your Cannabis Businesses Success: Strategic Cash Flow Model

    September 22nd, 2022
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    SERVICES: Accounting | Consulting | Wealth Management
    INDUSTRY: Cannabis

    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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