News & Insights
News
Insights
Recent Posts
- Making Smarter Capital Investment Decisions
- Maner Costerisan Charity Golf Outing Raises Funds for Family Outreach Center
- Why (And How) Your Nonprofit Should Cultivate Relationships with Major Donors
- How Can Barcodes Improve Asset Management?
- Maner Costerisan Rises Six Spots in National Accounting Firm Rankings
- Build a More Efficient Nonprofit Finance Function
- Professional Valuations Provide Businesses with More Than a Number
- How What You Donate Impacts Your Tax Deductions
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Understanding the Saving Implications of New Trump Accounts for Children
The One Big Beautiful Bill, enacted on July 4, 2025, establishes a new savings vehicle called “Trump Accounts” for children, featuring unique characteristics that distinguish it in the landscape of…
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What You Need to Know About the New IRS Payment Process
By Josh Dekam In March 2025, President Trump signed an executive order that would phase out the ability to make payments or receive refunds through a paper check by September…
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Reviewing the August 2025 Markets
Strengths and Shifts The economy has grown significantly since the last time it experienced a recession. Household incomes and financial savings stand at all-time highs, underscoring the strength of the…
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Understanding Key Estate Planning Acronyms
By Nate Johnson, Tax Associate Estate planning is a complex field, filled with specialized terms and acronyms that can be confusing for both clients and even some professionals. However, understanding…
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The Importance of Understanding Acronyms in Tax Planning, Compliance, and Investment Management
Navigating the world of tax planning and investment management can feel overwhelming, especially when professionals use a host of acronyms that may sound like a foreign language. However, understanding these…