A tax-efficient plan can
help maximize and
preserve your wealth.

High Net Worth Tax Planning

Watch our free webinar for important tips to minimize your taxes.

Get a Complimentary Consultation

  • Hidden
  • Hidden
  • This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
  • This field is for validation purposes and should be left unchanged.

Register for Our Free Upcoming Webinar Series

Oct
31
Secure Your Financial Legacy: Estate Planning with Maner Costerisan
10:30 a.m. – 11:30 a.m.

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.

The Maner team is very knowledgeable and efficient. They made some additional tax savings recommendations, of which we might otherwise not have taken advantage. We are completely satisfied and look forward to working with them on future projects!

Satisfied Client

We trust the work Maner Costerisan has done for us over the years. It has always been of high quality. The Maner team is great to work with.

Satisfied Client

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.

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)

Learn MoreClose

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)

Learn MoreClose

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)

Learn MoreClose

Michael Nordmann, CFP®, Principal, Director, Chief Wealth Officer

Michael joined Maner Costerisan in 2020 as a principal and the firm’s first Chief Wealth Officer. A CERTIFIED FINANCIAL PLANNER™, Michael leads the Maner’s growing wealth management division, named to Accounting Today’s national list of Top 150 Firms by AUM in 2023 – less than three years after launching.

Michael serves as a personal CFO for business owners and high-net-worth individuals, developing innovative, highly personalized, and fully integrated financial plans that help his clients achieve their unique life goals. Driven by a passion to make a difference, he made a name for himself in the financial management industry during his time at Morrison, Nordmann & Associates.

Approachable, friendly, and not afraid to ask tough questions, clients value Michael’s honest and open communication style. He focuses on getting to know his clients as people. He listens to and understands his clients’ mindsets, backgrounds, family situations and where they want to be in life. He uses those very personal insights to craft individual financial plans that meet their objectives. He also leans into his deep relationships across Maner Costerisan to ensure those customized strategies represent far more than just investments.

Michael has been honored as a Lansing Regional Chamber of Commerce 10 Over the Next Ten recipient and the Rotary Don Bunka Outstanding Service Award winner.

Michael graduated from Spring Arbor University with a bachelor’s degree in business administration and finance. He lives with his wife, Kate, three children, and a black lab. In his free time, Michael enjoys Saturday morning walks through the farmer’s market and relaxing time spent near a body of water. He also enjoys all things sports, specifically basketball, golf and volleyball.

My ultimate goal in life is to leave a positive impact in everything I do, through the lens of “what does love require of me?”. Because we dedicate so much of our time to our jobs, it is a place we can also have immense ripple effects through our actions. I want to build something which literally changes people's lives, for generations to come.

Years of Experience

13

Memberships

Greater Lansing Estate Planning Council (GLEPC)

Oshkosh Southwest Rotary Club

Financial Planning Association (FPA)

Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Learn MoreClose

Tim Adams, CPA, Principal, Director

Tim leads Maner’s Cannabis Services team, building and fostering tremendous growth in an evolving and highly-regulated space. Driven by his desire to help clients by listening and offering solutions that fit their unique issues, Tim has built a career learning and mastering new skillsets – with the firm’s Cannabis team as his most recent endeavor. Additionally, Tim is a member of Maner’s Board of Directors, and previously served as the head of the firm’s Tax department.

With more than 35 years of experience in the accounting and advisory industry, Tim has a tremendous amount of expertise advising clients of all shapes and sizes. His daily focus lies in providing tax consulting services for small and midsize, family-owned businesses, consulting on mergers and acquisitions and representation for income and sales & use tax audits.

Beyond his work with clients, Tim has a passion for developing and supporting Maner staff. His team-first approach and openness to new ideas serves him well in his role, promoting growth and development of staff early in their careers and the Cannabis team alike. Tim’s expertise, combined with his natural ability for storytelling and connecting with people, has made him a tremendous asset to Maner during his three-decades-plus career at the firm.

A big fan of golf, Michigan State football and Spartan basketball, Tim has a passion for historical facts and places. Born and raised in Jackson, Michigan, Tim and his wife, Lori, reside in Delta Township. The pair are parents of three children.

Listening is a critical skill that greatly contributes to the success of our clients. I always try to listen before I speak… It helps ensure I have all the information to properly assess the client’s situation and needs, which allows me to provide practical, common sense solutions.

Years of Experience

36

Memberships

American Institute of Certified Public Accountants (AICPA)

Michigan Association of Certified Public Accountants (MICPA)

Michigan Cannabis Industry Association

Rotary Club of Lansing

Northern Michigan University Indoor Agriculture and Plant Wellness Advisory Council

Certifications

Certified Public Accountant (CPA)

Learn MoreClose

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.

Schedule Your Complimentary Second Opinion

Other Services

Tax Planning - IRAs, Roth IRAs, Roth Conversions

Tax Planning - IRAs, Roth IRAs, Roth Conversions

Need help deciding what type of retirement plan is right for you? Leave it to our experts to provide the tax implication insights necessary to help you optimize your investments. For those interested in adding to the after-tax environment, deciding whether to convert funds into a Roth hinges on tax rate minimization, managing the tax consequence, and understanding future plans for your estate. We can help you decide if and when a conversion could be beneficial for you.

Charitable Planning

Charitable Planning

Giving back to meaningful causes and organizations is an important piece of a sound personal and financial strategy. Our team of experts will work with you to structure your financial donations in ways that benefit charities that are important to you, reduce your tax burden and increase your ability to give back in the future.

Personal Income Tax Reporting & Planning

Personal Income Tax Reporting & Planning

Our tax experts will navigate the complexities around personal tax filings, including individual and trust/estate returns to ensure you take advantage of every opportunity available to minimize and manage your tax burden so you can maximize your wealth.

Gift Tax Strategies

Gift Tax Strategies

You’ve worked hard for the life you’ve created. Let us help you achieve your wealth transfer goals as you share your legacy with the next generation, your community, and the organizations you care for. Our team of specialists can help maximize your after-tax net worth and its impact on your loved ones with a strategy that considers all aspects of gift tax legislation.

Generational Planning and Estate Tax Planning

Generational Planning and Estate Tax Planning

Asset ownership strategies, beneficiary selections, and the provisions within your will and trusts should all be consistent with your intentions for transferring wealth. These factors encompass your estate plan and should be structured in a way that accomplishes your goals while avoiding unnecessary time and costs. Our collaborative team of experts can help you navigate decisions around generational and estate tax planning to ensure your estate plan accomplishes your legacy goals in the most efficient and economical manner.

Tax Credits

Tax Credits

When it comes to taxes, you don’t want to pay a penny more than necessary. So, our experts scrutinize the latest tax credits and design strategies to maximize every available tax incentive with your wallet in mind.

Business Tax Services

Business Tax Services

With your goals in mind, our experts design innovative tax strategies to create opportunities to save your business money.

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.