Financial & Retirement Planning Archives - Page 11 of 13 - Maner Costerisan
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Recent Posts

  • 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
  • AICPA Peer Review Updates: Quality Management Standards, GQC Resources, and MoreJUNE 25th, 2026
  • Self-Employed? Don’t Overlook Valuable Tax DeductionsJUNE 24th, 2026
  • Reviewing the May 2026 MarketsJUNE 23rd, 2026
  • Crisis in Ukraine

    Crisis in Ukraine

    March 4th, 2022 | Financial & Retirement Planning | High Net Worth | Wealth Management | High Net Worth | Small & Midsize Businesses
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    Russia’s invasion of Ukraine sits at the forefront of international affairs and has sparked geopolitical, economic, and financial market uncertainty. We are in the early stages of the possible implications…

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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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  • Don’t Forget to Factor 2022 Cost-of-Living Adjustments into Your Year-End Tax Planning

    Don’t Forget to Factor 2022 Cost-of-Living Adjustments into Your Year-End Tax Planning

    November 15th, 2021 | Business Tax Services | Estate Planning | Financial & Retirement Planning | High Net Worth | Tax | Wealth Management | High Net Worth | Small & Midsize Businesses
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    The IRS recently issued its 2022 cost-of-living adjustments for more than 60 tax provisions. With inflation up significantly this year, mainly due to the COVID-19 pandemic, many amounts increased considerably…

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  • Strengthening Workers’ Financial Wellness after the Pandemic

    Strengthening Workers’ Financial Wellness after the Pandemic

    September 17th, 2021 | Financial & Retirement Planning | Wealth Management | Employee Benefit Plans
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    Even before the COVID-19 pandemic, employers were becoming increasingly focused on helping their workforces prepare for retirement and address other areas of financial wellness. Unfortunately, the pandemic heightened the pressures…

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  • House Ways and Means Committee Releases Initial Tax Proposals

    House Ways and Means Committee Releases Initial Tax Proposals

    September 16th, 2021 | Business Tax Services | Estate Planning | Financial & Retirement Planning | High Net Worth | Tax | Wealth Management
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    On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups…

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