Wealth Management Archives - Page 5 of 28 - Maner Costerisan
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Recent Posts

  • IRS Publishes New Per Diem Business Travel Rates for Fiscal Year 2027NOVEMBER 9th, 2026
  • What are the Common Warning Signs of Financial Distress?NOVEMBER 6th, 2026
  • Cost vs. Coverage: Renewing Your Business’s Employee Health PlanNOVEMBER 5th, 2026
  • Restricted Gifts and Your Nonprofit’s ResponsibilityNOVEMBER 3rd, 2026
  • Charitable Contribution Deductions: What to Know for Your 2026 Tax ReturnNOVEMBER 2nd, 2026
  • Expecting a Big Revenue Year? Consider Tax Moves Before Year EndNOVEMBER 2nd, 2026
  • Make More Timely Business Decisions with Interim Financial ReportsOCTOBER 29th, 2026
  • When the Record Matters: Better Board Minutes for NonprofitsOCTOBER 27th, 2026
  • Your Post-Tax-Filing Checklist

    Your Post-Tax-Filing Checklist

    May 5th, 2026
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    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a little time to address some tax-related items now can help…

    Read More


  • Reviewing the March 2026 Markets

    Reviewing the March 2026 Markets

    April 29th, 2026
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth
    BY: Steven Guipe

    A Modern Energy Shock The war in Iran has heightened uncertainty in the global economy, with hostilities materially disrupting global trade, energy flows, and capital allocations. These effects have been…

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  • Michigan Department of Treasury Confirms System Error Behind Recent Taxpayer Notices

    Michigan Department of Treasury Confirms System Error Behind Recent Taxpayer Notices

    April 27th, 2026
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    SERVICES: Tax | Wealth Management
    INDUSTRIES: High Net Worth | Small & Midsize Businesses

    By: Kelli Parker, Tax Associate   If you’ve recently received a notice from the Michigan Department of Treasury, don’t panic. You’re not alone, and in most cases, no immediate action is required.  Over the past week, the State of…

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  • Don’t Miss Your Opportunity to Make a 2025 IRA Contribution — Whether You Can Deduct It or Not

    Don’t Miss Your Opportunity to Make a 2025 IRA Contribution — Whether You Can Deduct It or Not

    April 3rd, 2026
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of the two). But once the contribution deadline has passed,…

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  • Reviewing the February 2026 Markets

    Reviewing the February 2026 Markets

    March 31st, 2026
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth
    BY: Steven Guipe

    Economic Shocks Recent geopolitical developments in the Middle East have unsettled global markets, particularly energy markets. A series of attacks against key US and Israeli sites, following earlier strikes on…

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