High Net Worth Archives - Page 8 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
  • Reviewing the November 2025 Markets

    Reviewing the November 2025 Markets

    December 22nd, 2025
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    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
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    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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  • Reviewing the October 2025 Markets

    Reviewing the October 2025 Markets

    November 25th, 2025
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    Earning Doubles In 1965, Gordon Moore predicted that the number of transistors on a microchip would double approximately every two years. To date, his prediction has proven reliable, allowing technology…

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  • New Itemized Deduction Limitation will Affect High-Income Individuals Next Year

    New Itemized Deduction Limitation will Affect High-Income Individuals Next Year

    November 18th, 2025
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at risk, there are steps you can take before the end…

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  • Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025

    Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025

    October 27th, 2025
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    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth
    BY: Nate Whitson

    As the holiday season and year-end approach, many clients are considering how best to support their favorite charities. While cash gifts are always welcome, donating appreciated securities —such as stocks,…

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