High Net Worth Archives - Page 5 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

  • 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
  • Rethink Inventory ManagementJUNE 26th, 2026
  • Reviewing the January 2026 Markets

    Reviewing the January 2026 Markets

    February 20th, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    Gold, Growth, and a World in Transition The early weeks of 2026 have seen unusually strong demand for gold and other physical metals as investors respond to a weakening US…

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  • Reviewing the December 2025 Markets

    Reviewing the December 2025 Markets

    February 2nd, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    Venezuela The start of 2026 has seen a dramatic shift in the geopolitical landscape following the US military intervention in Venezuela. The capture of Nicolás Maduro, who now faces narco-terrorism…

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  • Changes to Charitable Donation Deductions Are on the Horizon

    Changes to Charitable Donation Deductions Are on the Horizon

    December 30th, 2025 | Tax | High Net Worth
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    Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their charitable deductions. And in some cases, they’ll face two new limits. But there’s…

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  • Reviewing the November 2025 Markets

    Reviewing the November 2025 Markets

    December 22nd, 2025 | High Net Worth | Wealth Management | High Net Worth
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    New Blooms, Old Lessons The modern AI economy effectively began in 2022, when researchers learned how to combine large-scale computing with human feedback models. This breakthrough transformed raw language models…

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  • Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits

    Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits

    December 5th, 2025 | Financial & Retirement Planning | Wealth Management | High Net Worth
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    With Notice 2025–67, the IRS has issued its 2026 inflation-adjusted retirement plan contribution limits. Although the changes are more modest than in recent years, most retirement-plan-related limits will still increase…

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