Wealth Management Archives - Page 3 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
  • Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits

    Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits

    December 5th, 2025 | Financial & Retirement Planning | Wealth Management | High Net Worth
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    With Notice 2025–67, the IRS has issued its 2026 inflation-adjusted retirement plan contribution limits. Although the changes are more modest than in recent years, most retirement-plan-related limits will still increase…

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  • Reviewing the October 2025 Markets

    Reviewing the October 2025 Markets

    November 25th, 2025 | Wealth Management | High Net Worth
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    Earning Doubles In 1965, Gordon Moore predicted that the number of transistors on a microchip would double approximately every two years. To date, his prediction has proven reliable, allowing technology…

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  • New Itemized Deduction Limitation will Affect High-Income Individuals Next Year

    New Itemized Deduction Limitation will Affect High-Income Individuals Next Year

    November 18th, 2025 | High Net Worth | Wealth Management | High Net Worth
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    Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at risk, there are steps you can take before the end…

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  • Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025

    Year-End Giving: Why Donating Appreciated Securities May Be Your Smartest Move in 2025

    October 27th, 2025 | BY Nate Whitson | High Net Worth | Tax | Tax Credits | Wealth Management | High Net Worth
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    As the holiday season and year-end approach, many clients are considering how best to support their favorite charities. While cash gifts are always welcome, donating appreciated securities —such as stocks,…

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  • Reviewing the September 2025 Markets

    Reviewing the September 2025 Markets

    October 23rd, 2025 | Wealth Management | High Net Worth
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    The Investing Cycle Advances in computing, semiconductors, medicine, and energy have been key drivers of the current business cycle. Many of the world’s largest corporations are investing heavily in new…

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