Wealth Management Archives - Page 17 of 27 - Maner Costerisan
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Recent Posts

  • Which Products Really Drive Your Business’s Profits?SEPTEMBER 28th, 2026
  • IRS Releases Guidance on the Paid Family and Medical Leave Tax CreditSEPTEMBER 25th, 2026
  • Plan Before Expanding Your Nonprofit’s StaffSEPTEMBER 24th, 2026
  • 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
  • 4 Tax Challenges You May Encounter if You’re Retiring Soon

    4 Tax Challenges You May Encounter if You’re Retiring Soon

    May 16th, 2023 | Wealth Management | Small & Midsize Businesses
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    Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four…

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  • The Ripple Effect of Failed Banks

    The Ripple Effect of Failed Banks

    March 17th, 2023 | Wealth Management | Small & Midsize Businesses
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    Several banks have come under scrutiny as depositors have lost trust in the safety of their deposits and, so far, three banks have failed: Silvergate Bank, Silicon Valley Bank, and…

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  • New Grant Program Available for Underfunded Local Government Pension Plans in Michigan

    New Grant Program Available for Underfunded Local Government Pension Plans in Michigan

    March 7th, 2023 | BY Rod Taylor | Consulting | Wealth Management | Government
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    A new grant program has been created to help underfunded pension systems of local governments required to report under the Protecting Local Government Retirement and Benefits Act (PA 202 of…

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  • Preparing to Sell Your Business

    Preparing to Sell Your Business

    February 23rd, 2023 | Consulting | Wealth Management | Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    The idea of selling a business can be daunting. Finding a buyer and managing the time-intensive process while continuing to run the business may cause owners to avoid the subject…

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  • IRS 401(k) & IRA Limit Increases for 2023

    IRS 401(k) & IRA Limit Increases for 2023

    January 26th, 2023 | Consulting | 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: Steven Guipe The amount individuals can contribute to their 401(k) plans in 2023 will increase to $22,500 — up from $20,500 in 2022. The income ranges for determining eligibility…

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