High Net Worth Archives - Page 3 of 37 - 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

  • Key Takeaways From the 2026 AICPA Not-for-Profit Industry Conference: Building Resilience in an Era of Change JULY 28th, 2026
  • FAQs About Resolving Small Business Tax IssuesJULY 28th, 2026
  • Where to Look When You Need to Improve Profit MarginsJULY 27th, 2026
  • Business and Other Mileage Rates Increase for the Second Half of 2026JULY 24th, 2026
  • Approaching Nonprofit Mergers With IntentionalityJULY 24th, 2026
  • Turn Raw Data Into Actionable Insights With Dashboard ReportingJULY 23rd, 2026
  • Stress Testing: A Smart Way to Manage Today’s Business RisksJULY 23rd, 2026
  • Midyear Tax Planning: Review Opportunities to Save Taxes This Year (or Next)JULY 22nd, 2026
  • Individual Tax Calendar: Key Deadlines for the Remainder of 2026

    Individual Tax Calendar: Key Deadlines for the Remainder of 2026

    May 6th, 2026 | Consulting | Tax | High Net Worth
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    Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the year that are important to be aware of. To help…

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  • Your Post-Tax-Filing Checklist

    Your Post-Tax-Filing Checklist

    May 5th, 2026 | Tax | Wealth Management | High Net Worth
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    After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a little time to address some tax-related items now can help…

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  • Reviewing the March 2026 Markets

    Reviewing the March 2026 Markets

    April 29th, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    A Modern Energy Shock The war in Iran has heightened uncertainty in the global economy, with hostilities materially disrupting global trade, energy flows, and capital allocations. These effects have been…

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  • Michigan Department of Treasury Confirms System Error Behind Recent Taxpayer Notices

    Michigan Department of Treasury Confirms System Error Behind Recent Taxpayer Notices

    April 27th, 2026 | Tax | Wealth Management | High Net Worth | Small & Midsize Businesses
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    By: Kelli Parker, Tax Associate   If you’ve recently received a notice from the Michigan Department of Treasury, don’t panic. You’re not alone, and in most cases, no immediate action is required.  Over the past week, the State of…

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  • Are You Eligible for Mileage Deductions?

    Are You Eligible for Mileage Deductions?

    April 15th, 2026 | Tax | High Net Worth
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    Whether you’re filing your 2025 individual income tax return or planning for 2026, it’s important to know if you can deduct vehicle-related expenses. A change that was made permanent by…

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