Wealth Management Archives - Page 16 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
  • SECURE 2.0 Law May Make You More Secure In Retirement

    SECURE 2.0 Law May Make You More Secure In Retirement

    January 6th, 2023 | Financial & Retirement Planning | Tax | 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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    A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years. The Setting Every Community…

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  • Year-End Spending Package Tackles Retirement Planning, Conservation Easements

    Year-End Spending Package Tackles Retirement Planning, Conservation Easements

    January 3rd, 2023 | Financial & Retirement Planning | Tax | Wealth Management | Affordable Housing | Cannabis | Construction | Education | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses
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    On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. The sprawling year-end spending “omnibus” package includes two important new laws that could affect your financial planning: the Setting…

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  • Employers: In 2023, the Social Security Wage Base is Going Up

    Employers: In 2023, the Social Security Wage Base is Going Up

    October 28th, 2022 | Financial & Retirement Planning | Wealth Management | Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses
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    The Social Security Administration recently announced that the wage base for computing Social Security tax will increase to $160,200 for 2023 (up from $147,000 for 2022). Wages and self-employment income…

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  • New Trend Employees Must Know About Today’s Retirement Environment

    New Trend Employees Must Know About Today’s Retirement Environment

    October 18th, 2022 | Financial & Retirement Planning | Wealth Management | Small & Midsize Businesses
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    October 16-22 is National Retirement Security Week, a week dedicated to encouraging employees to take steps to secure their retirement. When it comes to retirement planning, an important step for…

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  • What is a Business Valuation?

    What is a Business Valuation?

    September 26th, 2022 | BY Jeff Allen | Consulting | Succession Planning | Transactional Services | Wealth Management | Construction | Healthcare | Manufacturing | Small & Midsize Businesses
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    What is a business valuation? It sounds like a straightforward question, right? A business valuation comprises several different – and critical – pieces that come together to assess a business’s…

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