Wealth Management Archives - Page 9 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
  • Reviewing the May 2025 Markets

    Reviewing the May 2025 Markets

    June 25th, 2025
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    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…

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  • The House Passes the One, Big, Beautiful Bill Act: An Overview of Its Tax Provisions

    The House Passes the One, Big, Beautiful Bill Act: An Overview of Its Tax Provisions

    June 9th, 2025
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    SERVICES: Tax | Wealth Management
    INDUSTRIES: High Net Worth | Small & Midsize Businesses

    The U.S. House of Representatives passed its sweeping tax and spending bill, dubbed The One, Big, Beautiful Bill Act (OBBBA), by a vote of 215 to 214. The bill includes…

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  • Reviewing the April 2025 Markets

    Reviewing the April 2025 Markets

    May 22nd, 2025
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    Signals of Strength Four times a year, the U.S. Bureau of Economic Analysis (BEA) releases gross domestic product (GDP) estimates, measuring the total monetary value of all goods and services…

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  • Smart Financial Planning During Market Volatility

    Smart Financial Planning During Market Volatility

    April 29th, 2025
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    How to Navigate Tariffs, Politics, and Economic Uncertainty When markets are volatile and headlines scream uncertainty, the instinct is to pull back. Business owners often shift their strategy, reduce exposure,…

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  • An Essential Tax Deadline is Coming Up – And It’s Unrelated to Your 2024 Return Filing

    An Essential Tax Deadline is Coming Up – And It’s Unrelated to Your 2024 Return Filing

    April 10th, 2025
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    SERVICES: Tax | Wealth Management
    INDUSTRIES: High Net Worth | Small & Midsize Businesses

    Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming up the same day, and it’s essential for certain taxpayers. It’s the…

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