Wealth Management Archives - Page 9 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

  • IRS Publishes New Per Diem Business Travel Rates for Fiscal Year 2027NOVEMBER 9th, 2026
  • What are the Common Warning Signs of Financial Distress?NOVEMBER 6th, 2026
  • Cost vs. Coverage: Renewing Your Business’s Employee Health PlanNOVEMBER 5th, 2026
  • Restricted Gifts and Your Nonprofit’s ResponsibilityNOVEMBER 3rd, 2026
  • Charitable Contribution Deductions: What to Know for Your 2026 Tax ReturnNOVEMBER 2nd, 2026
  • Expecting a Big Revenue Year? Consider Tax Moves Before Year EndNOVEMBER 2nd, 2026
  • Make More Timely Business Decisions with Interim Financial ReportsOCTOBER 29th, 2026
  • When the Record Matters: Better Board Minutes for NonprofitsOCTOBER 27th, 2026
  • What Is Tax-Efficient Wealth Management?

    What Is Tax-Efficient Wealth Management?

    August 11th, 2025
    Facebook LinkedIn Email
    SERVICES: Consulting | Tax | Wealth Management
    INDUSTRY: High Net Worth
    BY: Steven Guipe

    Why Working with Maner Makes All the Difference  When it comes to managing wealth, it’s not just about what you earn—it’s about what you keep. Tax-efficient wealth management is a…

    Read More


  • Key Individual Taxpayer Takeaways of the One Big Beautiful Bill Act (OBBBA) 

    Key Individual Taxpayer Takeaways of the One Big Beautiful Bill Act (OBBBA) 

    August 6th, 2025
    Facebook LinkedIn Email
    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    By Elijah Long, CPA, Associate The One Big Beautiful Bill Act (OBBBA) is a comprehensive piece of legislation that affects nearly every American. Since being signed into law on July…

    Read More


  • Reviewing the June 2025 Markets

    Reviewing the June 2025 Markets

    July 21st, 2025
    Facebook LinkedIn Email
    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    Evaluating Policy Shifts The One Big Beautiful Bill (OBBB), long a Republican policy goal, officially became federal law on July 4, 2025. In late June, House Speaker Mike Johnson vowed…

    Read More


  • President Trump Signs His One Big Beautiful Bill Act into Law

    President Trump Signs His One Big Beautiful Bill Act into Law

    July 8th, 2025
    Facebook LinkedIn Email
    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    On July 4, President Trump signed into law the far-reaching legislation known as the One Big Beautiful Bill Act (OBBBA). As promised, the tax portion of the 870-page bill extends…

    Read More


  • Reviewing the May 2025 Markets

    Reviewing the May 2025 Markets

    June 25th, 2025
    Facebook LinkedIn Email
    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    It’s “Big and Beautiful” The so-called “One Big Beautiful Bill” making its way through Capitol Hill has sparked intense debate, particularly among fiscal conservatives and budget deficit hawks. Supporters promote…

    Read More


« ‹
7 8 9 10 11
› »

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