News & Insights
Recent Posts
- When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’t
- Accounting for Business Combinations
- Behind on Bookkeeping? Here’s How to Get Back On Track
- Is Your Nonprofit Properly Insured?
- Rethink Inventory Management
- AICPA Peer Review Updates: Quality Management Standards, GQC Resources, and More
- Self-Employed? Don’t Overlook Valuable Tax Deductions
- Reviewing the May 2026 Markets
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Tax Mitigation Strategies When Rebalancing Your Investment Portfolio
Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation.…
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Reviewing the March 2026 Markets
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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Don’t Miss Your Opportunity to Make a 2025 IRA Contribution — Whether You Can Deduct It or Not
Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of the two). But once the contribution deadline has passed,…
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Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits
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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What Is Tax-Efficient Wealth Management?
Why Working with Maner Makes All the Difference When it comes to managing wealth, it’s not just about what you earn—it’s about what you keep. Tax-efficient wealth management is a…