Wealth Management Archives - Page 4 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
  • Reviewing the December 2025 Markets

    Reviewing the December 2025 Markets

    February 2nd, 2026 | BY Steven Guipe | Wealth Management | High Net Worth
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    Venezuela The start of 2026 has seen a dramatic shift in the geopolitical landscape following the US military intervention in Venezuela. The capture of Nicolás Maduro, who now faces narco-terrorism…

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  • Reviewing the November 2025 Markets

    Reviewing the November 2025 Markets

    December 22nd, 2025 | Wealth Management | High Net Worth
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    New Blooms, Old Lessons The modern AI economy effectively began in 2022, when researchers learned how to combine large-scale computing with human feedback models. This breakthrough transformed raw language models…

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  • 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 | 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 | 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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