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All (54) Blogs (47) Newsletters (7)
Blogs
12.21.20
What Was Old Is New Again With the “Kiddie Tax”
The changes made by the 2017 tax law – referred to as the Tax Cuts and Jobs Act (TCJA) – subjected a child’s unearned income to the estate and gift tax rates. Previously, the “kiddie tax” applied the parents’ marginal tax rate to a child’s unearned income in excess of a certain threshold ($2,200 in […]
11.24.20
Year-End Tax Planning for Challenging Times
The public health, social, political and financial upheaval of 2020 has given taxpayers plenty of reasons to focus on things outside of their taxes. Our “new normal” has given many taxpayers reasons to worry about their futures, not only regarding health and employment but also retirement savings and future tax rates. However, it is important […]
10.14.20
Nonqualified Deferred Compensation Plans Offer Important Benefits — And Some Notable Risks
Nonqualified deferred compensation (NQDC) plans allow you to set aside large amounts of tax-deferred compensation — well beyond the contribution limits for 401(k)s and other qualified plans. Many NQDC plans also give you the flexibility to schedule distributions to align with your financial goals. However, NQDC plans also pose substantial risks, including loss of compensation […]
Newsletters
05.27.20
Wealth Management Group Newsletter – Spring 2020
Our Wealth Management Group's Spring 2020 Newsletter covers the potential tax ramifications of Bitcoin and other cryptocurrencies.
01.12.18
Wealth Management Group Newsletter – Fall 2017
ORBA’s Wealth Management Group’s 2017 Fall newsletter offers insight for high-income earners and the benefits of Roth IRAs, as well as options for employees with restricted stock investments.
03.18.16
Wealth Management Group Newsletter — Spring 2016
ORBA’s Wealth Management Group Newsletter is a quarterly publication focused on effective wealth management. The Spring 2016 issue includes two articles: “Estate Plans Come with Income Tax Strategies” and “Checklist for Protecting Your Child's Financial Future.”