Wealth Management Archives - Page 7 of 25 - Maner Costerisan
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Recent Posts

  • What You Need to Know About Business InsuranceMAY 28th, 2026
  • Tax Identity Theft: Businesses Are at Risk, TooMAY 27th, 2026
  • Rethinking Payment Options for Your BusinessMAY 25th, 2026
  • Fine-Tune Your Tax Withholding After Filing Your ReturnMAY 22nd, 2026
  • Cost Segregation Studies Can Reveal Substantial Tax SavingsMAY 20th, 2026
  • Charting the Path Forward: Why Strategic Planning Matters More Than EverMAY 20th, 2026
  • The Business Lifecycle Part 2: The Start-Up StageMAY 18th, 2026
  • 7 Questions Every Business Owner Should Ask About Their Financial ReportingMAY 18th, 2026
  • 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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  • The 2024 Gift Tax Return Deadline is Coming Up Soon

    The 2024 Gift Tax Return Deadline is Coming Up Soon

    March 12th, 2025 | High Net Worth | Succession Planning | Wealth Management | High Net Worth
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    If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2024 gift tax return. And in…

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  • Taming the Tax Tangle if You’re Retiring Soon

    Taming the Tax Tangle if You’re Retiring Soon

    February 13th, 2025 | Financial & Retirement Planning | High Net Worth | Tax | Wealth Management | High Net Worth
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    Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long career. Yet the transition may bring a tangle of…

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  • President Trump’s Tax Plan: What Proposals are Being Discussed in Washington?

    President Trump’s Tax Plan: What Proposals are Being Discussed in Washington?

    February 7th, 2025 | Business Tax Services | High Net Worth | Tax | Tax Credits | Wealth Management | High Net Worth
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    President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation…

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