News & Insights

Read the Latest Premium Financial Planning News

Maximize Your 401(k) in 2025: Smart Strategies for a Secure Retirement

Facebook Twitter LinkedIn Email

Saving for retirement is a crucial financial goal and a 401(k) plan is one of the most effective tools for achieving it. If your employer offers a 401(k) or Roth […]

READ MORE

Maner Costerisan Announces Four Team Promotions

Facebook Twitter LinkedIn Email

Heather Farmer and Nick West elevated to senior manager; Lindsey Janzen and Kenzie Trierweiler promoted to manager  LANSING, Mich. – Maner Costerisan, a leading full-service public accounting and consulting firm, […]

READ MORE

How Section 1231 Gains and Losses Affect Business Asset Sales

Facebook Twitter LinkedIn Email

When selling business assets, understanding the tax implications is crucial. One area to focus on is Section 1231 of the Internal Revenue Code, which governs the treatment of gains and […]

READ MORE

Another Court Ruling on BOI Reporting: Requirements are Halted Again

Facebook Twitter LinkedIn Email

The ongoing saga of the beneficial ownership information reporting requirements isn’t over. A federal appeals court and the government now say that more than 30 million businesses no longer have to file reports in January 2025.

READ MORE

Qualified Charitable Distributions & Charitable Gift Annuities: Tax-Efficient Ways to Give

Facebook Twitter LinkedIn Email

Giving to organizations and charities that are impactful in your community or around the globe is a cornerstone of leadership and success. Not only are you supporting impactful work, but […]

READ MORE

Read the Latest Premium Financial Planning News

Recent Posts