Wealth Management Archives - Page 19 of 27 - 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

  • Give Executive Fraud Risk Your Full AttentionSEPTEMBER 8th, 2026
  • Which Fringe Benefits are Tax-Free to Employees?SEPTEMBER 4th, 2026
  • Debits and Credits: A Practical Guide for Business OwnersSEPTEMBER 2nd, 2026
  • Sometimes How Much is in Tax-Deferred Retirement Accounts May Be Too MuchSEPTEMBER 1st, 2026
  • Maner Costerisan Recognized as One of West Michigan’s Best Places to Work AUGUST 27th, 2026
  • Maner Costerisan Recognized as a Best Place to Work in Michigan AUGUST 27th, 2026
  • Reviewing the July 2026 MarketsAUGUST 27th, 2026
  • A Closer Look at Shareholder AdvancesAUGUST 26th, 2026
  • What is a Business Valuation?

    What is a Business Valuation?

    September 26th, 2022 | BY Jeff Allen | Consulting | 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…

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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 | Accounting | Consulting | 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 | 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 | 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 | Consulting | 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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