News & Insights
The Next Estimated Tax Payment Deadline is Coming Up Soon
September 4th, 2025
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Tax |
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
August 26th, 2025
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By Jen Danko |
Wealth Management |
High Net Worth
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
August 19th, 2025
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By Michael Nordmann |
High Net Worth |
Wealth Management |
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?
August 11th, 2025
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By Steven Guipe |
Financial & Retirement Planning |
Strategy and Planning |
Tax |
Wealth Management |
High Net Worth
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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Key Individual Taxpayer Takeaways of the One Big Beautiful Bill Act (OBBBA)
August 6th, 2025
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Tax |
Tax Credits |
Wealth Management |
High Net Worth
By Elijah Long, CPA, Associate The One Big Beautiful Bill Act (OBBBA) is a comprehensive piece of legislation that affects nearly every American. Since being signed into law on July […]