Wealth Management Archives - Page 22 of 25 - Maner Costerisan
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A diverse group of six people sit and stand around a table in a modern office, smiling and collaborating over a laptop and documents during a meeting.

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Recent Posts

  • 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
  • Protect Yourself From Fraudsters Impersonating the IRS and Other Tax ScamsJUNE 11th, 2026
  • How to Plan for Succession: Paving the Way for Continued Prosperity

    How to Plan for Succession: Paving the Way for Continued Prosperity

    September 17th, 2021 | Consulting | Estate Planning | High Net Worth | Strategy and Planning | Succession Planning | Wealth Management | High Net Worth
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    Proficient chess players begin each game with a clear strategy that prepares multiple moves in advance. While each move is designed to set up the next, a strategic chess player…

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  • House Ways and Means Committee Releases Initial Tax Proposals

    House Ways and Means Committee Releases Initial Tax Proposals

    September 16th, 2021 | Business Tax Services | Estate Planning | Financial & Retirement Planning | High Net Worth | Tax | Wealth Management
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    On September 13, 2021, the House Ways and Means Committee released draft legislation that proposes a series of tax increases and tax cuts, which will undergo a round of markups…

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  • Five Possible Tax Aspects of a Parent Moving into a Nursing Home

    Five Possible Tax Aspects of a Parent Moving into a Nursing Home

    August 17th, 2021 | Estate Planning | Tax | Tax Credits | Wealth Management
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    If you have a parent entering a nursing home, you may not be thinking about taxes. But there are a number of possible tax implications related to this life event.…

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  • There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?

    There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?

    August 15th, 2021 | Estate Planning | Financial & Retirement Planning | High Net Worth | Wealth Management | High Net Worth
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    If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market…

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  • The Long and Short of Succession Planning

    The Long and Short of Succession Planning

    July 2nd, 2021 | Succession Planning | Wealth Management | Construction | Healthcare | Manufacturing | Nonprofit | Small & Midsize Businesses
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    For many business owners, putting together a succession plan may seem like an overwhelming task. It might even seem unnecessary for relatively young people and have no intention of giving…

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