Wealth Management Archives - Page 17 of 25 - Maner Costerisan
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Recent Posts

  • Beware of Potential Tax Issues When Selling Self-Created IntangiblesJUNE 19th, 2026
  • Should You Make After-Tax, Non-Roth 401(k) Contributions?JUNE 18th, 2026
  • The Business Lifecycle Part 3: The Growth Stage JUNE 18th, 2026
  • Managing Overhead Costs TodayJUNE 17th, 2026
  • Midyear is a Good Time to Update Your Business’s Strategic PlanJUNE 17th, 2026
  • The Pros and Cons of Alternative Investments for NonprofitsJUNE 16th, 2026
  • The Audit Findings That Never Seem to Go Away – And How Municipalities Can Fix Them JUNE 15th, 2026
  • Looking for Funding? Consider SBA LoansJUNE 12th, 2026
  • 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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  • Key To Your Cannabis Businesses Success: Strategic Cash Flow Model

    Key To Your Cannabis Businesses Success: Strategic Cash Flow Model

    September 22nd, 2022 | Accounting & Outsourced Solutions | Consulting | Financial & Retirement Planning | Outsourced Accounting Solutions | Reporting & KPIs | Strategic Planning | Wealth Management | Cannabis
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    Today’s market is witnessing dramatic rising costs for labor and supplies.  To help avoid finding your business in a cash crisis, maintaining and updating a strategic cash flow projection model…

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  • Things to Consider if You’re Thinking of Selling Your Business

    Things to Consider if You’re Thinking of Selling Your Business

    September 9th, 2022 | BY Dennis Theis | Succession Planning | Wealth Management | Small & Midsize Businesses
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    If you’re thinking about selling your business, start planning early and have well-defined goals in mind. That’s the most important advice I can give you. Why? Because it takes more…

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