High Net Worth Archives - Page 33 of 36 - 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

  • How Small and Midsize Businesses Can Stabilize Financial Operations During Leadership Transitions JULY 9th, 2026
  • What’s the Right Entity Type for Your New Business?JULY 8th, 2026
  • Balancing Financial Reporting Needs With Compliance CostsJULY 7th, 2026
  • Helping Your Nonprofit’s Board Make Sense of Financial ReportsJULY 6th, 2026
  • When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’tJULY 2nd, 2026
  • Accounting for Business CombinationsJULY 1st, 2026
  • Behind on Bookkeeping? Here’s How to Get Back On TrackJUNE 30th, 2026
  • Is Your Nonprofit Properly Insured?JUNE 29th, 2026
  • The Ins and Outs of IRAs

    The Ins and Outs of IRAs

    February 16th, 2022 | Tax | High Net Worth
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    Traditional IRAs and Roth IRAs have been around for decades, and the rules surrounding them have changed many times. What hasn’t changed is that they can help you save for…

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  • Smooth Sailing: Tips to Speed Processing and Avoid Hassles This Tax Season

    Smooth Sailing: Tips to Speed Processing and Avoid Hassles This Tax Season

    February 16th, 2022 | Tax | High Net Worth
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    The IRS began accepting 2021 individual tax returns on January 24. However, if you are not an early filer, here are three quick tips to help speed processing and avoid…

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  • The Impact of Forward Guidance on Stocks

    The Impact of Forward Guidance on Stocks

    February 1st, 2022 | Financial & Retirement Planning | High Net Worth | Wealth Management | High Net Worth
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    The investment markets have evolved quickly since the beginning of the year, which seems to be led by inflation pressuring savings, wages, and the broader economy. As a result, the…

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  • How Will Revised Tax Limits Affect Your 2022 Taxes?

    How Will Revised Tax Limits Affect Your 2022 Taxes?

    January 19th, 2022 | High Net Worth | Tax | Wealth Management | High Net Worth
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    While Congress didn’t pass the Build Back Better Act in 2021, there are still tax changes that may affect your tax situation for this year. That’s because some tax figures…

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  • Are You Eligible for a Medical Expense Tax Deduction?

    Are You Eligible for a Medical Expense Tax Deduction?

    January 19th, 2022 | High Net Worth | Tax | Wealth Management | High Net Worth
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    You may pay out a bundle in out-of-pocket medical costs each year. But can you deduct them on your tax return? It’s possible but not easy. Medical expenses can be…

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