Wealth Management Archives - Page 7 of 27 - Maner Costerisan
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Recent Posts

  • Making Smarter Capital Investment DecisionsAUGUST 18th, 2026
  • Maner Costerisan Charity Golf Outing Raises Funds for Family Outreach CenterAUGUST 18th, 2026
  • Why (And How) Your Nonprofit Should Cultivate Relationships with Major DonorsAUGUST 13th, 2026
  • How Can Barcodes Improve Asset Management?AUGUST 12th, 2026
  • Maner Costerisan Rises Six Spots in National Accounting Firm RankingsAUGUST 12th, 2026
  • Build a More Efficient Nonprofit Finance FunctionAUGUST 10th, 2026
  • Professional Valuations Provide Businesses with More Than a NumberAUGUST 7th, 2026
  • How What You Donate Impacts Your Tax DeductionsAUGUST 6th, 2026
  • 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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  • 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 | 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 | Tax | Wealth Management | High Net Worth
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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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Maner Costerisan

2425 E. Grand River Ave.,
Suite 1, Lansing, MI 48912
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Fax: 517-323-6346

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