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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Planning for the Future: 5 Business Succession Options and Their Tax Implications
When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders or owners. Whether you’re ready to retire,…
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The 2024 Gift Tax Return Deadline is Coming Up Soon
If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2024 gift tax return. And in…
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Taming the Tax Tangle if You’re Retiring Soon
Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of…
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President Trump’s Tax Plan: What Proposals are Being Discussed in Washington?
President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation…
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Navigating the Stock Market Ahead of the 2025 Presidential Inauguration: Insights from a Certified Financial Planner
As the 2025 U.S. presidential inauguration approaches, the political landscape is in a bit of flux. Investors are keenly watching to understand how this transition might impact the stock market…