Wealth Management Archives - Page 8 of 28 - Maner Costerisan
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Recent Posts

  • How to Avoid and Correct Common Payroll Tax MistakesOCTOBER 19th, 2026
  • A Small Business Primer on Expense DeductionsOCTOBER 16th, 2026
  • AI and Emerging Technology: A Practical Guide for Nonprofits OCTOBER 16th, 2026
  • Build Credibility with Audited Financial StatementsOCTOBER 15th, 2026
  • Strengthen Trust in Your Nonprofit With a Conflict-of-Interest PolicyOCTOBER 14th, 2026
  • Maner Costerisan Strengthens Grand Rapids Presence with New OfficeOCTOBER 13th, 2026
  • Assessing Your Business’s Fraud RisksOCTOBER 13th, 2026
  • Employee Benefit Plan Audit FAQs: What Plan Sponsors Need to KnowOCTOBER 13th, 2026
  • Reviewing the July 2025 Markets

    Reviewing the July 2025 Markets

    August 19th, 2025
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    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
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    SERVICES: Consulting | Tax | Wealth Management
    INDUSTRY: High Net Worth
    BY: Steven Guipe

    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
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    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    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
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    SERVICE: Wealth Management
    INDUSTRY: High Net Worth

    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
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    SERVICES: Tax | Wealth Management
    INDUSTRY: High Net Worth

    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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