Wealth Management Archives - Page 20 of 28 - Maner Costerisan
Skip to main content Skip to menu Skip to footer
  • Client Login
  • Tech Support
  • Careers
  • Make a Payment
517.323.7500
Maner Costerisan
  • Industries
    • Affordable Housing
    • Cannabis
    • Construction
    • Education
    • Employee Benefit Plans
    • Government
    • Healthcare
    • High Net Worth
    • Manufacturing
    • Nonprofit
    • Small & Midsize Businesses
    • Telecommunications
  • Services

    Accounting

    • Outsourced Accounting Solutions
    • CFO Consulting Solutions
    • Business Accounting Software

    Audit & Assurance

    • Audit
    • Financial Statement & Audit Preparation
    • Peer Review

    Consulting

    • Strategy & Planning
    • Risk Management
    • Transaction Services
    • Data Analytics
    • Litigation Support

    Tax

    • Business Tax Services
    • Tax Credits
    • High Net Worth Tax Planning

    Technology

    • Business Accounting Software
    • Integration Services & Software
    • Budget & Reporting Software
    • IT Services
    • Strategic Partnerships
    • Microsoft Dynamics GP
    • Microsoft Dynamics 365 Business Central
    • Sage Intacct

    Wealth Management

    • 401k & Qualified Retirement Planning
    • Defined Benefit Plan Management
    • Estate Planning
    • Financial & Retirement Planning
  • Resources
    • News & Insights
    • Videos
    • Events
    • Testimonials
  • About Us
    • About Maner
    • Our Team
    • Careers
Contact Us
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.

News & Insights

News

  • All Categories
  • Featured
  • Grand Rapids
  • Lansing
  • Maner News

Insights

  • All Services
  • Accounting
  • Audit & Assurance
  • Consulting
  • Tax
  • Technology
  • Wealth Management
  • All Industries
  • Affordable Housing
  • Cannabis
  • Construction
  • Education
  • Employee Benefit Plans
  • Government
  • Healthcare
  • High Net Worth
  • Manufacturing
  • Nonprofit
  • Small & Midsize Businesses
  • Telecommunications

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
  • 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
    Facebook LinkedIn Email
    SERVICE: Wealth Management
    INDUSTRY: Small & Midsize Businesses
    BY: Dennis Theis

    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…

    Read More


  • 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
    Facebook LinkedIn Email
    SERVICE: Wealth Management
    INDUSTRY: Small & Midsize Businesses

    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…

    Read More


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

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

    June 24th, 2022
    Facebook LinkedIn Email
    SERVICES: Accounting | Consulting | Tax | Wealth Management
    INDUSTRIES: High Net Worth | Small & Midsize Businesses

    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…

    Read More


  • Market Report – June 2022

    Market Report – June 2022

    June 20th, 2022
    Facebook LinkedIn Email
    SERVICE: Wealth Management

    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…

    Read More


  • Proposed Regs For Inherited IRAs Bring Unwelcome Surprises

    Proposed Regs For Inherited IRAs Bring Unwelcome Surprises

    May 27th, 2022
    Facebook LinkedIn Email
    SERVICES: Tax | Wealth Management
    INDUSTRY: Small & Midsize Businesses

    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…

    Read More


« ‹
18 19 20 21 22
› »

Want to Learn More?

If you have questions or are interested in learning how we can help your business, please contact us.

Get in Touch
Maner Costerisan

Lansing Headquarters
2425 E. Grand River Ave.,
Suite 1, Lansing, MI 48912
Tel: 517-323-7500
Fax: 517-323-6346

Grand Rapids
2851 Charlevoix Dr. SE,
Suite 300, Grand Rapids, MI 49546
Tel: 616-458-1835

About Us

News & Insights

Contact Us

Events

Your Next Move Starts with Insight

Join our list to receive timely updates, event invitations, and practical guidance from experts who understand your industry and can help you prepare for what’s ahead.

Subscribe

Copyright 2016-2026 Maner Costerisan. All Rights Reserved. 

Sitemap

|

Privacy Policy

|

Disclosures

|

BDO Alliance

  • Facebook
  • LinkedIn
  • YouTube