Wealth Management Archives - Page 2 of 28 - Maner Costerisan
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Recent Posts

  • Strengthen Trust in Your Nonprofit With a Conflict-of-Interest PolicyOCTOBER 14th, 2026
  • Maner Costerisan Strengthens Grand Rapids Presence with New OfficeOCTOBER 13th, 2026
  • Assessing Your Business’s Fraud RisksOCTOBER 13th, 2026
  • Employee Benefit Plan Audit FAQs: What Plan Sponsors Need to KnowOCTOBER 13th, 2026
  • What Higher 2026 AMT Risk may Mean for Your Year-End Tax PlanningOCTOBER 12th, 2026
  • Prepare a Successor to Lead Your Family BusinessOCTOBER 9th, 2026
  • Good Intentions Aren’t a Defense: D&O Insurance for NonprofitsOCTOBER 8th, 2026
  • What are the Tax Implications of Cryptocurrency Transactions?OCTOBER 7th, 2026
  • How What You Donate Impacts Your Tax Deductions

    How What You Donate Impacts Your Tax Deductions

    August 6th, 2026
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    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    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
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth
    BY: Steven Guipe

    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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  • Will Your Social Security Benefits be Taxable?

    Will Your Social Security Benefits be Taxable?

    July 15th, 2026
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    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    Last year, the new tax deduction for taxpayers 65 and older was sometimes referred to as “no tax on Social Security.” In actuality, this up-to-$6,000-per-individual deduction, also known as the…

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  • When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’t

    When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’t

    July 2nd, 2026
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    Home values have risen significantly in many areas of the country over the last several years, leaving some homeowners with substantial gains when they sell. Of course a large profit…

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  • Reviewing the May 2026 Markets

    Reviewing the May 2026 Markets

    June 23rd, 2026
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth
    BY: Steven Guipe

    The AI Supercycle and Peace Deal A transformative shift occurred as a sharp divergence between a generational boom in artificial intelligence and a deep energy crisis began to resolve with…

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