High Net Worth Archives - Page 10 of 39 - Maner Costerisan
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A diverse group of six people sit and stand around a table in a modern office, smiling and collaborating over a laptop and documents during a meeting.

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Recent Posts

  • 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
  • What Higher 2026 AMT Risk may Mean for Your Year-End Tax PlanningOCTOBER 12th, 2026
  • Understanding Key Estate Planning Acronyms

    Understanding Key Estate Planning Acronyms

    September 15th, 2025
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    By Nate Johnson, Tax Associate Estate planning is a complex field, filled with specialized terms and acronyms that can be confusing for both clients and even some professionals. However, understanding…

    Read More


  • The Next Estimated Tax Payment Deadline is Coming Up Soon

    The Next Estimated Tax Payment Deadline is Coming Up Soon

    September 4th, 2025
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    SERVICE: Tax
    INDUSTRY: High Net Worth

    If you make quarterly estimated tax payments, the amount you owe may be affected by the One Big Beautiful Bill Act (OBBBA). The law, which was enacted on July 4,…

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  • The Importance of Understanding Acronyms in Tax Planning, Compliance, and Investment Management

    The Importance of Understanding Acronyms in Tax Planning, Compliance, and Investment Management

    August 26th, 2025
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth
    BY: Jen Danko

    Navigating the world of tax planning and investment management can feel overwhelming, especially when professionals use a host of acronyms that may sound like a foreign language. However, understanding these…

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  • Reviewing the July 2025 Markets

    Reviewing the July 2025 Markets

    August 19th, 2025
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    Growth Persists Investors closely watch quarterly GDP reports to evaluate the strength and direction of the economy. These reports influence market sentiment, shape expectations for Federal Reserve policy, and offer…

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  • What Is Tax-Efficient Wealth Management?

    What Is Tax-Efficient Wealth Management?

    August 11th, 2025
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    SERVICES: Consulting | Tax | Wealth Management
    INDUSTRY: High Net Worth
    BY: Steven Guipe

    Why Working with Maner Makes All the Difference  When it comes to managing wealth, it’s not just about what you earn—it’s about what you keep. Tax-efficient wealth management is a…

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Maner Costerisan

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