A tax-efficient plan can
help maximize and
preserve your wealth.
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3 Key Services to Help Reduce Your Tax Burden
Estate Planning
We work alongside your legal counsel to develop and implement a comprehensive estate plan that combines tax and financial planning strategies to help preserve your wealth for future generations. By clearly defining your plan to transfer wealth and using strategies that minimize costs and taxes, we take care of everything to help you create a legacy that aligns with your personal values and goals. And most important, enables a smooth estate transition without unnecessary drama or costs.
Wealth Management
Our team offers deeper, complex and integrated solutions to do more with your money. We work to protect and grow your wealth from every angle, bringing together expertise from across the firm in key areas, including individual, estate, trust and gift tax consulting to charitable giving, investments and retirement planning. Our team of experts take a holistic approach to create a customized financial plan tailored around what you want to achieve from your life and your retirement.
High Net Worth Tax Planning
Those who face large tax challenges and burdens deserve a dedicated team with IRS experience to match. We get to know you, your financial, individual, and family goals, and use our experience to proactively identify tax-saving opportunities. This allows you to pay your fair share without being penalized for your success.
Don’t just grow your wealth. Protect it.
Let Maner Costerisan show you how.
We’re protective of your assets and your legacy.
Once you’ve reached a certain point in your life, you need more than just a basic plan to manage your finances. You need solutions built around your unique situation. That starts with building trust and a relationship. We get to know you, your plans, dreams and goals and we create customized financial and tax solutions to help you grow and safeguard your wealth.
Maner Costerisan has a team with experience everywhere that matters most – estate planning, wealth management, strategic tax planning and more – and we leave nothing to chance. From using technology to map out financial projections and forecasts to keeping up with and staying ahead of legislative changes, we know success is in the details. Because when you’ve worked so hard to build your wealth, you deserve a partner that works just as hard to secure your legacy.
Experts in Action
You want to put your finances in the right hands. So, our first priority is to secure a personal relationship with you founded on trust, honesty and authenticity. Then, we assemble experts from across the firm to help you develop a plan to achieve your goals. This team is focused on your unique needs, leveraging our expertise in high net worth wealth management, estate, income, gift and trust tax consulting, charitable giving, philanthropic foundations, cash-flow, retirement and life insurance planning. With Maner Costerisan, you’ll surround yourself with the expertise to ensure the financial future you and yours deserve.
Maner Team Expert
Jen Danko, CPA, Principal
Jen joined Maner Costerisan in January 2023 as a principal in the Tax department. With more than 12 years of specialized skills and experience, Jen provides estate, trust, and tax consulting services to high net worth individuals and business owners.
Jen works closely with the firm’s wealth management division, Maner Wealth, to provide high net worth individuals of all ages with a holistic approach to financial and tax planning. She’s driven to help her clients achieve their personal and wealth transfer goals while minimizing tax consequences by creating synergies between their tax and investment advisors.
Jen joined Maner from a top-20 national tax and consulting firm, where she oversaw its East Lansing-based trust and estate practice. She was inspired to pursue a career in the industry by her father, an accountant who was her hero growing up. It brings her joy to play a role in helping her clients achieve their personal goals.
An active member of the Greater Lansing Estate Planning Council (GLEPC), Jen served as the president of the board from 2022-2023.
A graduate of Central Michigan University with a Bachelor of Science in Business Administration, Jen lives in East Lansing, Michigan, with her husband, Matt, and their two children, Ryan and Brooke. Outside of the office, she enjoys vacationing at Disney, spending time with her kids and running.
I live my life with a ‘work hard, play hard’ approach.
I enjoy my career, meeting new people, and working with clients, but also realize that life is precious, and my kids are only young once. We are blessed with the time and resources to enjoy adventures as a family and when we spend time together, we make memories that will last a lifetime!
Years of Experience
12
Memberships
American Institute of Certified Public Accountants (AICPA)
Michigan Association of Certified Public Accountants (MICPA)
Greater Lansing Estate Planning Council (GLEPC)
Certifications
Certified Public Accountant (CPA)
Katie Hamilton, CPA, Principal, Director, Tax Department Head
Katie joined Maner Costerisan as a principal in 2018 and was elected to the firm’s Board of Directors in 2024. She also leads the firm’s Tax department, where she’s responsible for directing and managing Maner’s tax staff, the firm’s tax growth strategy and client service. Additionally, Katie consults on income, estate and gift tax planning for clients and is an active member of the firm’s High Net Worth and Small and Midsize Business industry teams. Katie joined Maner after spending most of her career in a top-20 national tax and consulting firm. During her time there, she gathered valuable experience helping clients sell businesses, transition wealth, avoid unnecessary taxes and plan and prepare for retirement with a tax-focused approach.
Driven to make an impact both in the community and with her clients, Katie is a strong advocate for taking a holistic approach to a client’s financial planning. She played an influential role in championing the launch of Maner Wealth, the firm’s wealth management service, in 2020. She continues to look for ways the firm can assist clients with their greatest needs, starting with their personal financial management.
Optimistic, relatable and a hard worker, Katie is not one to settle – she strives for her best and aims to help others improve, including the tax team. Her ability to connect with staff and clients are intangibles that make her one of the firm’s go-to resources for both career advice and tax strategy.
Named to the list of “10 Over the Next Ten” by the Lansing Chamber in 2019, Katie’s motivated to live her life to its fullest. She tries to enjoy the journey and not just the destination. She’s most proud of her family, becoming a partner at Maner and seeing all her hard work manifest into the life she has today. Katie credits her family for her success and continues to strive to make them proud.
A self-described thrill-seeker and fan of Michigan’s great outdoors, Katie loves camping. She and her family can be found downhill skiing in the winter and spending time near the water in the summer.
Katie lives in Dewitt, Michigan, with her husband of 18 years, John, and two kids, Graham and Harper.
I’m motivated every day by knowing I can help my clients sleep better at night. The ability to put someone at ease over an item that has been worrying them for decades is so meaningful. Watching the weight lifted off their shoulders, I can’t explain how gratifying it is.
Solving a problem for a client and finding unique ways to achieve results they didn’t know was even possible… that’s what makes me excited to come to work every day.
Years of Experience
18
Memberships
American Institute of Certified Public Accountants (AICPA)
Michigan Association of Certified Public Accountants (MICPA)
Greater Lansing Estate Planning Council (GLEPC)
Certifications
Certified Public Accountant (CPA)
Tax planning that supports your wealth management goals.
Navigating the complexities of taxes can be a daunting process, but minimizing taxes is vital for your portfolio’s growth. At Maner Costerisan, we take an ongoing, integrated approach to tax planning, ensuring you’re not leaving any money on the table. Meanwhile, we scan for future changes to keep you steps ahead.
With high net worth planning, we focus on your specific goals, then proactively bring solutions via a variety of in-house specialized services, including income tax and retirement planning, investment advisory, wealth management, philanthropic fulfillment and wealth transfer. You’ve worked hard to build your wealth; you deserve a partner that works just as hard to secure your legacy.
Our complimentary Second Opinion is an honest, unbiased assessment of your current plan. It gives us a chance to show you where there could be room for improvement.
Other Services
Tax Planning – IRAs, Roth IRAs, Roth Conversions
Charitable Planning
Personal Income Tax Reporting & Planning
Gift Tax Strategies
Generational Planning and Estate Tax Planning
Tax Credits
Business Tax Services
Industry Insights
Investment advisory services offered through Maner Wealth, a State of Michigan Registered Investment Advisor. Subadvisory services offered through Advisory Alpha LLC, a SEC registered investment advisor.