Wealth Management Archives - Page 12 of 25 - Maner Costerisan
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Recent Posts

  • What You Need to Know About Business InsuranceMAY 28th, 2026
  • Tax Identity Theft: Businesses Are at Risk, TooMAY 27th, 2026
  • Rethinking Payment Options for Your BusinessMAY 25th, 2026
  • Fine-Tune Your Tax Withholding After Filing Your ReturnMAY 22nd, 2026
  • Cost Segregation Studies Can Reveal Substantial Tax SavingsMAY 20th, 2026
  • Charting the Path Forward: Why Strategic Planning Matters More Than EverMAY 20th, 2026
  • The Business Lifecycle Part 2: The Start-Up StageMAY 18th, 2026
  • 7 Questions Every Business Owner Should Ask About Their Financial ReportingMAY 18th, 2026
  • Maximizing Your Charitable Giving for Tax Benefits

    Maximizing Your Charitable Giving for Tax Benefits

    November 28th, 2023 | BY Jen Danko | Financial & Retirement Planning | High Net Worth | Wealth Management | Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    By: Jen Danko   We all wish we could contribute more to those causes and communities we care about most. By thoughtfully strategizing your charitable giving, you have the opportunity to…

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  • HSA Contribution Limits Set to Increase in 2024

    HSA Contribution Limits Set to Increase in 2024

    November 22nd, 2023 | Accounting & Outsourced Solutions | Wealth Management | Employee Benefit Plans
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    The IRS annually evaluates limits and thresholds for various benefits and provides increases, as needed, to keep pace with inflation. The health savings account (HSA) contribution limits effective January 1,…

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  • A Refresher on the Trust Fund Recovery Penalty for Business Owners and Executives

    A Refresher on the Trust Fund Recovery Penalty for Business Owners and Executives

    October 24th, 2023 | Accounting & Outsourced Solutions | Estate Planning | Financial & Retirement Planning | Wealth Management | Affordable Housing | Cannabis | Construction | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    One might assume the term “trust fund recovery penalty” has something to do with estate planning. It’s important for business owners and executives to know better. In point of fact, the…

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  • Your Fiduciary Duty as a Trustee or Personal Representative: A Guide to Estate Responsibilities

    Your Fiduciary Duty as a Trustee or Personal Representative: A Guide to Estate Responsibilities

    September 26th, 2023 | BY Jen Danko | Financial & Retirement Planning | Succession Planning | Wealth Management | Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    By: Jen Danko   Being trusted and appointed to the role of a trustee or personal representative of an estate is a lot to comprehend. It comes with significant responsibilities and…

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  • Evaluate Whether a Health Savings Account is Beneficial to You

    Evaluate Whether a Health Savings Account is Beneficial to You

    September 26th, 2023 | Financial & Retirement Planning | Wealth Management | Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Manufacturing | Nonprofit | Small & Midsize Businesses
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    With the escalating cost of health care, many people are looking for a more cost-effective way to pay for it. For eligible individuals, a Health Savings Account (HSA) offers a…

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