Wealth Management Archives - Page 22 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
  • There Still May be Time to Cut Your Tax Bill with an IRA

    There Still May be Time to Cut Your Tax Bill with an IRA

    March 21st, 2022
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    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    If you’re getting ready to file your 2021 tax return, and your tax bill is more than you’d like, there might still be a way to lower it. If you’re…

    Read More


  • Establish a Tax-favored Retirement Plan

    Establish a Tax-favored Retirement Plan

    March 21st, 2022
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    SERVICES: Tax | Wealth Management
    INDUSTRIES: High Net Worth | Small & Midsize Businesses

    If your business doesn’t already have a retirement plan, now might be a good time to take the plunge. Current retirement plan rules allow for significant tax-deductible contributions. For example,…

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  • Crisis in Ukraine

    Crisis in Ukraine

    March 4th, 2022
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    SERVICE: Wealth Management
    INDUSTRIES: High Net Worth | Small & Midsize Businesses

    Russia’s invasion of Ukraine sits at the forefront of international affairs and has sparked geopolitical, economic, and financial market uncertainty. We are in the early stages of the possible implications…

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  • The Impact of Forward Guidance on Stocks

    The Impact of Forward Guidance on Stocks

    February 1st, 2022
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    The investment markets have evolved quickly since the beginning of the year, which seems to be led by inflation pressuring savings, wages, and the broader economy. As a result, the…

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  • How Will Revised Tax Limits Affect Your 2022 Taxes?

    How Will Revised Tax Limits Affect Your 2022 Taxes?

    January 19th, 2022
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    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    While Congress didn’t pass the Build Back Better Act in 2021, there are still tax changes that may affect your tax situation for this year. That’s because some tax figures…

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