Wealth Management Archives - Page 22 of 25 - Maner Costerisan
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Recent Posts

  • What You Need to Know About Business InsuranceMAY 28th, 2026
  • Tax Identity Theft: Businesses Are at Risk, TooMAY 27th, 2026
  • Rethinking Payment Options for Your BusinessMAY 25th, 2026
  • Fine-Tune Your Tax Withholding After Filing Your ReturnMAY 22nd, 2026
  • Cost Segregation Studies Can Reveal Substantial Tax SavingsMAY 20th, 2026
  • Charting the Path Forward: Why Strategic Planning Matters More Than EverMAY 20th, 2026
  • The Business Lifecycle Part 2: The Start-Up StageMAY 18th, 2026
  • 7 Questions Every Business Owner Should Ask About Their Financial ReportingMAY 18th, 2026
  • 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…

    Read More


  • 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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  • Tax-Favored Ways to Build Up a College Fund

    Tax-Favored Ways to Build Up a College Fund

    July 2nd, 2021 | Business Tax Services | Financial & Retirement Planning | Tax | Wealth Management | High Net Worth | Nonprofit | Small & Midsize Businesses
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    If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and other higher education costs. You want to take maximum advantage…

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  • Succession Planning Considerations for Telecom Leaders

    Succession Planning Considerations for Telecom Leaders

    June 17th, 2021 | Consulting | Succession Planning | Wealth Management | Telecommunications
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    Long before a business owner blows out the candles at their retirement party, a succession plan should be in place to ensure the company and its future leaders are set…

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  • Four Key Questions to Start Successful Succession Planning

    Four Key Questions to Start Successful Succession Planning

    June 17th, 2021 | BY Dave Nielsen | Consulting | Succession Planning | Wealth Management | Manufacturing
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    One of the most challenging events in a business owner’s life is business succession. Whether it is a transition to family member(s), or a sale to a private equity firm,…

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