Wealth Management Archives - Page 4 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
  • Tax Mitigation Strategies When Rebalancing Your Investment Portfolio

    Tax Mitigation Strategies When Rebalancing Your Investment Portfolio

    May 14th, 2026
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    SERVICES: Consulting | Tax | Wealth Management
    INDUSTRY: High Net Worth

    Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation.…

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  • Your Post-Tax-Filing Checklist

    Your Post-Tax-Filing Checklist

    May 5th, 2026
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    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a little time to address some tax-related items now can help…

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  • Reviewing the March 2026 Markets

    Reviewing the March 2026 Markets

    April 29th, 2026
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth
    BY: Steven Guipe

    A Modern Energy Shock The war in Iran has heightened uncertainty in the global economy, with hostilities materially disrupting global trade, energy flows, and capital allocations. These effects have been…

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  • Michigan Department of Treasury Confirms System Error Behind Recent Taxpayer Notices

    Michigan Department of Treasury Confirms System Error Behind Recent Taxpayer Notices

    April 27th, 2026
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    SERVICES: Tax | Wealth Management
    INDUSTRIES: High Net Worth | Small & Midsize Businesses

    By: Kelli Parker, Tax Associate   If you’ve recently received a notice from the Michigan Department of Treasury, don’t panic. You’re not alone, and in most cases, no immediate action is required.  Over the past week, the State of…

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  • Don’t Miss Your Opportunity to Make a 2025 IRA Contribution — Whether You Can Deduct It or Not

    Don’t Miss Your Opportunity to Make a 2025 IRA Contribution — Whether You Can Deduct It or Not

    April 3rd, 2026
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of the two). But once the contribution deadline has passed,…

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