Wealth Management Archives - Page 6 of 25 - Maner Costerisan
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Recent Posts

  • Should You Make After-Tax, Non-Roth 401(k) Contributions?JUNE 18th, 2026
  • The Business Lifecycle Part 3: The Growth Stage JUNE 18th, 2026
  • Managing Overhead Costs TodayJUNE 17th, 2026
  • Midyear is a Good Time to Update Your Business’s Strategic PlanJUNE 17th, 2026
  • The Pros and Cons of Alternative Investments for NonprofitsJUNE 16th, 2026
  • The Audit Findings That Never Seem to Go Away – And How Municipalities Can Fix Them JUNE 15th, 2026
  • Looking for Funding? Consider SBA LoansJUNE 12th, 2026
  • Protect Yourself From Fraudsters Impersonating the IRS and Other Tax ScamsJUNE 11th, 2026
  • What Is Tax-Efficient Wealth Management?

    What Is Tax-Efficient Wealth Management?

    August 11th, 2025 | BY Steven Guipe | Consulting | Financial & Retirement Planning | Strategy and Planning | 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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  • Key Individual Taxpayer Takeaways of the One Big Beautiful Bill Act (OBBBA) 

    Key Individual Taxpayer Takeaways of the One Big Beautiful Bill Act (OBBBA) 

    August 6th, 2025 | Tax | Tax Credits | Wealth Management | High Net Worth
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    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

    Reviewing the June 2025 Markets

    July 21st, 2025 | Wealth Management | High Net Worth
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    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

    President Trump Signs His One Big Beautiful Bill Act into Law

    July 8th, 2025 | Business Tax Services | High Net Worth | Tax | Wealth Management
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    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

    Reviewing the May 2025 Markets

    June 25th, 2025 | Wealth Management | High Net Worth
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    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…

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