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

  • Is Your Nonprofit’s Spending Policy Still Working?JULY 29th, 2026
  • The Business Lifecycle Part 4: The Established Stage JULY 29th, 2026
  • Key Takeaways From the 2026 AICPA Not-for-Profit Industry Conference: Building Resilience in an Era of Change JULY 28th, 2026
  • FAQs About Resolving Small Business Tax IssuesJULY 28th, 2026
  • IRS Issues Guidance on QOZ Program ChangesJULY 28th, 2026
  • 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
  • How to Plan For Succession: Preserving, Protecting, and Passing on Wealth

    How to Plan For Succession: Preserving, Protecting, and Passing on Wealth

    September 21st, 2020 | Wealth Management | High Net Worth
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    The decisions made regarding ownership of the family office or closely held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to…

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  • Valuing a Business in the COVID-19 Era

    Valuing a Business in the COVID-19 Era

    August 5th, 2020 | BY Jeff Allen | Consulting | Wealth Management | Construction | Healthcare | Manufacturing | Small & Midsize Businesses
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    On November 17, 2019 the earliest confirmed case of COVID-19 was made in China. At the time, the virus was not recognized as a new virus. On January 8, 2020…

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  • Is This the Right Time for a Business Valuation?

    Is This the Right Time for a Business Valuation?

    July 31st, 2020 | BY Jeff Allen | Consulting | Wealth Management | Construction | Healthcare | Manufacturing | Small & Midsize Businesses
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    With the effects of COVID-19 clearly in full force throughout most of the United States and the rest of the world, many small, medium and even large business have shuttered…

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  • What to Look for in a Valuation Expert and Firm

    What to Look for in a Valuation Expert and Firm

    July 31st, 2020 | BY Jeff Allen | Consulting | Wealth Management | Construction | Healthcare | Manufacturing | Small & Midsize Businesses
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    In the world of business valuations, an exceptional valuator can be difficult to find. Prospective buyers and sellers often ask themselves several questions such as: Do they know my industry?…

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