Wealth Management Archives - Page 23 of 27 - Maner Costerisan
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Recent Posts

  • Making Smarter Capital Investment DecisionsAUGUST 18th, 2026
  • Maner Costerisan Charity Golf Outing Raises Funds for Family Outreach CenterAUGUST 18th, 2026
  • Why (And How) Your Nonprofit Should Cultivate Relationships with Major DonorsAUGUST 13th, 2026
  • How Can Barcodes Improve Asset Management?AUGUST 12th, 2026
  • Maner Costerisan Rises Six Spots in National Accounting Firm RankingsAUGUST 12th, 2026
  • Build a More Efficient Nonprofit Finance FunctionAUGUST 10th, 2026
  • Professional Valuations Provide Businesses with More Than a NumberAUGUST 7th, 2026
  • How What You Donate Impacts Your Tax DeductionsAUGUST 6th, 2026
  • Strengthening Workers’ Financial Wellness after the Pandemic

    Strengthening Workers’ Financial Wellness after the Pandemic

    September 17th, 2021 | Wealth Management | Employee Benefit Plans
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    Even before the COVID-19 pandemic, employers were becoming increasingly focused on helping their workforces prepare for retirement and address other areas of financial wellness. Unfortunately, the pandemic heightened the pressures…

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  • 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 | 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 | Tax | Wealth Management | High Net Worth
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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 | Tax | 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 | 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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