Wealth Management Archives - Page 6 of 26 - Maner Costerisan
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A diverse group of six people sit and stand around a table in a modern office, smiling and collaborating over a laptop and documents during a meeting.

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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 August 2025 Markets

    Reviewing the August 2025 Markets

    September 18th, 2025 | Wealth Management | High Net Worth
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    Strengths and Shifts The economy has grown significantly since the last time it experienced a recession. Household incomes and financial savings stand at all-time highs, underscoring the strength of the…

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  • Understanding Key Estate Planning Acronyms

    Understanding Key Estate Planning Acronyms

    September 15th, 2025 | Wealth Management | High Net Worth
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    By Nate Johnson, Tax Associate Estate planning is a complex field, filled with specialized terms and acronyms that can be confusing for both clients and even some professionals. However, understanding…

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  • The Importance of Understanding Acronyms in Tax Planning, Compliance, and Investment Management

    The Importance of Understanding Acronyms in Tax Planning, Compliance, and Investment Management

    August 26th, 2025 | BY Jen Danko | Wealth Management | High Net Worth
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    Navigating the world of tax planning and investment management can feel overwhelming, especially when professionals use a host of acronyms that may sound like a foreign language. However, understanding these…

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  • Reviewing the July 2025 Markets

    Reviewing the July 2025 Markets

    August 19th, 2025 | Wealth Management | High Net Worth
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    Growth Persists Investors closely watch quarterly GDP reports to evaluate the strength and direction of the economy. These reports influence market sentiment, shape expectations for Federal Reserve policy, and offer…

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  • What Is Tax-Efficient Wealth Management?

    What Is Tax-Efficient Wealth Management?

    August 11th, 2025 | BY Steven Guipe | Consulting | Tax | Wealth Management | High Net Worth
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    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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