News & Insights
What Is Tax-Efficient Wealth Management?
August 11th, 2025
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By Steven Guipe |
Financial & Retirement Planning |
Strategy and Planning |
Tax |
Wealth Management |
High Net Worth
Why Working with Maner Makes All the Difference When it comes to managing wealth, it’s not just about what you earn—it’s about what you keep. Tax-efficient wealth management is a […]
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Key Individual Taxpayer Takeaways of the One Big Beautiful Bill Act (OBBBA)
August 6th, 2025
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Tax |
Tax Credits |
Wealth Management |
High Net Worth
By Elijah Long, CPA, Associate The One Big Beautiful Bill Act (OBBBA) is a comprehensive piece of legislation that affects nearly every American. Since being signed into law on July […]
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Reviewing the June 2025 Markets
July 21st, 2025
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By Michael Nordmann |
Wealth Management |
High Net Worth
Evaluating Policy Shifts The One Big Beautiful Bill (OBBB), long a Republican policy goal, officially became federal law on July 4, 2025. In late June, House Speaker Mike Johnson vowed […]
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President Trump Signs His One Big Beautiful Bill Act into Law
July 8th, 2025
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Business Tax Services |
High Net Worth |
Tax
On July 4, President Trump signed into law the far-reaching legislation known as the One Big Beautiful Bill Act (OBBBA). As promised, the tax portion of the 870-page bill extends […]
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Reviewing the May 2025 Markets
June 25th, 2025
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By Michael Nordmann |
Wealth Management |
High Net Worth
It’s “Big and Beautiful” The so-called “One Big Beautiful Bill” making its way through Capitol Hill has sparked intense debate, particularly among fiscal conservatives and budget deficit hawks. Supporters promote […]