High Net Worth Archives - Page 2 of 9 - 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

  • Looking for Funding? Consider SBA LoansJUNE 12th, 2026
  • Protect Yourself From Fraudsters Impersonating the IRS and Other Tax ScamsJUNE 11th, 2026
  • Self-Employed? Don’t Overlook a Roth IRAJUNE 9th, 2026
  • Knowing What’s Coming: Why Every Local Government Needs a Capital Improvement Plan  JUNE 9th, 2026
  • Is an Advisory Board the Right Solution for Your Nonprofit?JUNE 8th, 2026
  • Three Key Considerations for Effective Grant Management in Local GovernmentsJUNE 4th, 2026
  • What You Can Do to Protect Your Business from Rising CostsJUNE 3rd, 2026
  • When Outstanding Invoices Indicate Underlying Operational IssuesJUNE 1st, 2026
  • President Trump Signs His One Big Beautiful Bill Act into Law

    President Trump Signs His One Big Beautiful Bill Act into Law

    July 8th, 2025 | Business Tax Services | High Net Worth | Tax | Wealth Management
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    On July 4, President Trump signed into law the far-reaching legislation known as the One Big Beautiful Bill Act (OBBBA). As promised, the tax portion of the 870-page bill extends…

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  • The House Passes the One, Big, Beautiful Bill Act: An Overview of Its Tax Provisions

    The House Passes the One, Big, Beautiful Bill Act: An Overview of Its Tax Provisions

    June 9th, 2025 | Business Tax Services | High Net Worth | Tax | Wealth Management | High Net Worth | Small & Midsize Businesses
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    The U.S. House of Representatives passed its sweeping tax and spending bill, dubbed The One, Big, Beautiful Bill Act (OBBBA), by a vote of 215 to 214. The bill includes…

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  • Smart Financial Planning During Market Volatility

    Smart Financial Planning During Market Volatility

    April 29th, 2025 | Financial & Retirement Planning | High Net Worth | Wealth Management | High Net Worth
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    How to Navigate Tariffs, Politics, and Economic Uncertainty When markets are volatile and headlines scream uncertainty, the instinct is to pull back. Business owners often shift their strategy, reduce exposure,…

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  • An Essential Tax Deadline is Coming Up – And It’s Unrelated to Your 2024 Return Filing

    An Essential Tax Deadline is Coming Up – And It’s Unrelated to Your 2024 Return Filing

    April 10th, 2025 | Financial & Retirement Planning | High Net Worth | Tax | Wealth Management | High Net Worth | Small & Midsize Businesses
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    Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming up the same day, and it’s essential for certain taxpayers. It’s the…

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  • The 2024 Gift Tax Return Deadline is Coming Up Soon

    The 2024 Gift Tax Return Deadline is Coming Up Soon

    March 12th, 2025 | High Net Worth | Succession Planning | Wealth Management | High Net Worth
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    If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2024 gift tax return. And in…

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