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Recent Posts

  • The Business Lifecycle Part 5: The Expansion StageSEPTEMBER 23rd, 2026
  • Worker Misclassification Can Carry Serious ConsequencesSEPTEMBER 22nd, 2026
  • Take Control of Working CapitalSEPTEMBER 21st, 2026
  • Corporate Volunteer Programs: Finding the Right Fit for Your NonprofitSEPTEMBER 18th, 2026
  • Senate Taxwriters Approve Bill to Expand Taxpayer ProtectionsSEPTEMBER 17th, 2026
  • Educators May Be Able to Claim 2 Deductions for 2026 Classroom ExpensesSEPTEMBER 16th, 2026
  • Finance Modernization for Small Businesses: Start With the Work Your Team Does ManuallySEPTEMBER 15th, 2026
  • Proposed Uniform Guidance Changes: What Nonprofits and Governments Should Know  SEPTEMBER 14th, 2026
  • Senate Taxwriters Approve Bill to Expand Taxpayer Protections

    Senate Taxwriters Approve Bill to Expand Taxpayer Protections

    September 17th, 2026 | Tax | Wealth Management | High Net Worth
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    The Senate Finance Committee voted 26 to 1 on July 30 to approve an IRS reform bill that would offer new ways for taxpayers to pursue refund claims and address a range…

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  • Sometimes How Much is in Tax-Deferred Retirement Accounts May Be Too Much

    Sometimes How Much is in Tax-Deferred Retirement Accounts May Be Too Much

    September 1st, 2026 | Wealth Management | High Net Worth
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    Contributing as much as possible to tax-deferred retirement accounts such as traditional 401(k)s and IRAs is a common recommendation. Contributions generally are pretax or deductible, and the power of tax-deferred…

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  • Reviewing the July 2026 Markets

    Reviewing the July 2026 Markets

    August 27th, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    The Next Big AI Investment Question Artificial intelligence has been one of the most powerful investment themes of the decade, but lately investors have begun questioning the profits that will…

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  • How What You Donate Impacts Your Tax Deductions

    How What You Donate Impacts Your Tax Deductions

    August 6th, 2026 | Tax | Wealth Management | High Net Worth
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    Have you already made contributions to charity this year? Are you considering making more between now and year end? If so, it’s important to be familiar with the tax rules…

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  • Reviewing the June 2026 Markets

    Reviewing the June 2026 Markets

    July 22nd, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    From AI Euphoria to AI Skepticism Global financial markets have experienced important transitions over the past thirty days. The dominant narratives shifted away from energy-driven inflation shocks to geopolitical stability.…

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Maner Costerisan

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