Wealth Management Archives - Page 7 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
  • The House Passes the One, Big, Beautiful Bill Act: An Overview of Its Tax Provisions

    The House Passes the One, Big, Beautiful Bill Act: An Overview of Its Tax Provisions

    June 9th, 2025 | Business Tax Services | High Net Worth | Tax | Wealth Management | High Net Worth | Small & Midsize Businesses
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    The U.S. House of Representatives passed its sweeping tax and spending bill, dubbed The One, Big, Beautiful Bill Act (OBBBA), by a vote of 215 to 214. The bill includes…

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  • Reviewing the April 2025 Markets

    Reviewing the April 2025 Markets

    May 22nd, 2025 | Wealth Management | High Net Worth
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    Signals of Strength Four times a year, the U.S. Bureau of Economic Analysis (BEA) releases gross domestic product (GDP) estimates, measuring the total monetary value of all goods and services…

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  • Smart Financial Planning During Market Volatility

    Smart Financial Planning During Market Volatility

    April 29th, 2025 | Financial & Retirement Planning | High Net Worth | Wealth Management | High Net Worth
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    How to Navigate Tariffs, Politics, and Economic Uncertainty When markets are volatile and headlines scream uncertainty, the instinct is to pull back. Business owners often shift their strategy, reduce exposure,…

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  • An Essential Tax Deadline is Coming Up – And It’s Unrelated to Your 2024 Return Filing

    An Essential Tax Deadline is Coming Up – And It’s Unrelated to Your 2024 Return Filing

    April 10th, 2025 | Financial & Retirement Planning | High Net Worth | Tax | Wealth Management | High Net Worth | Small & Midsize Businesses
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    Tuesday, April 15 is the deadline for filing your 2024 tax return. But another tax deadline is coming up the same day, and it’s essential for certain taxpayers. It’s the…

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  • Planning for the Future: 5 Business Succession Options and Their Tax Implications

    Planning for the Future: 5 Business Succession Options and Their Tax Implications

    March 18th, 2025 | Consulting | Strategic Planning | Strategy and Planning | Succession Planning | Wealth Management | Construction | Healthcare | Manufacturing | Small & Midsize Businesses | Telecommunications
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    When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders or owners. Whether you’re ready to retire,…

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