Wealth Management Archives - Page 21 of 26 - Maner Costerisan
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Recent Posts

  • Where to Look When You Need to Improve Profit MarginsJULY 27th, 2026
  • Business and Other Mileage Rates Increase for the Second Half of 2026JULY 24th, 2026
  • Approaching Nonprofit Mergers With IntentionalityJULY 24th, 2026
  • Turn Raw Data Into Actionable Insights With Dashboard ReportingJULY 23rd, 2026
  • Stress Testing: A Smart Way to Manage Today’s Business RisksJULY 23rd, 2026
  • Midyear Tax Planning: Review Opportunities to Save Taxes This Year (or Next)JULY 22nd, 2026
  • Selecting a Tax Accounting Method for Your Small BusinessJULY 21st, 2026
  • How a Financial Statement Audit Strengthens Your Fraud DefensesJULY 20th, 2026
  • Crisis in Ukraine

    Crisis in Ukraine

    March 4th, 2022 | Wealth Management | High Net Worth | Small & Midsize Businesses
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    Russia’s invasion of Ukraine sits at the forefront of international affairs and has sparked geopolitical, economic, and financial market uncertainty. We are in the early stages of the possible implications…

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  • The Impact of Forward Guidance on Stocks

    The Impact of Forward Guidance on Stocks

    February 1st, 2022 | Wealth Management | High Net Worth
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    The investment markets have evolved quickly since the beginning of the year, which seems to be led by inflation pressuring savings, wages, and the broader economy. As a result, the…

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  • How Will Revised Tax Limits Affect Your 2022 Taxes?

    How Will Revised Tax Limits Affect Your 2022 Taxes?

    January 19th, 2022 | Tax | Wealth Management | High Net Worth
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    While Congress didn’t pass the Build Back Better Act in 2021, there are still tax changes that may affect your tax situation for this year. That’s because some tax figures…

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  • Are You Eligible for a Medical Expense Tax Deduction?

    Are You Eligible for a Medical Expense Tax Deduction?

    January 19th, 2022 | Tax | Wealth Management | High Net Worth
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    You may pay out a bundle in out-of-pocket medical costs each year. But can you deduct them on your tax return? It’s possible but not easy. Medical expenses can be…

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  • Feeling Generous at Year-end? Strategies for Donating to Charity or Gifting to Loved Ones

    Feeling Generous at Year-end? Strategies for Donating to Charity or Gifting to Loved Ones

    November 22nd, 2021 | Tax | Wealth Management | High Net Worth
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    As we approach the holidays, many people plan to donate to their favorite charities or give money or assets to their loved ones. Here are the basic tax rules involved…

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Suite 1, Lansing, MI 48912
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