12.11.19
Retirement and Investment Planning in Today’s Legislative Environment
Recent tax reforms have created key strategies you should consider that not only further reduces your tax burden, but also can enhance your investment income. Join ORBA’s Frank Washelesky and ORBA Wealth Advisors’ James Petitpren, for a free educational breakfast seminar on how you can coordinate year-end tax planning with long-term tax and investment strategies. […]

12.10.19
A Closer Look: FASB’s New Revenue Recognition Standards
Navigating the changing landscape of revenue recognition can be a challenge, particularly in light of the Financial Accounting Standards Board’s (FASB) massive overhaul. Recent guidelines, like Topic 606, have been implemented for all entities, paving the way for ASU 2018-08. This update clarifies the guidance of Topic 606 and its impact on not-for-profit organizations, as […]

11.13.19
Tax Planning Strategies and Emerging Opportunities for Real Estate Professionals
The Tax Cuts and Jobs Act has paved the way to several significant tax-planning strategies that investors, owners, operators and other professionals in the real estate industry should know about. Between like-kind exchanges to the emerging popularity of qualified opportunity zones, there are many beneficial strategies to consider.

05.22.19
What Charter School CFOs Should Know About FASB’s New Accounting Updates
The Financial Accounting Standards Board’s (FASB) recent accounting updates have impacted various sectors of the not-for-profit industry, including charter schools. These new regulations significantly impact the way charter schools operate, including: How to present financial statements under ASU 2016-14; How to recognize revenue including clarifying guidance for contributions received and contributions made; and How to […]

05.07.19
The Impact of the New Tax Law on Manufacturers and Distributors
Managing and operating a manufacturing and distribution business in the wake of the Tax Cuts and Jobs Act (TCJA) can feel like an overwhelming task. However, there are provisions under the new tax law that present both opportunities and challenges to the industry. Join ORBA for this free breakfast seminar as Joel Herman, Tom Vance, […]

02.13.19
Tax Planning Considerations for New Law Firm Partners
Recently becoming a partner at your firm, or in the near future, is an exciting milestone in your professional life. With any leadership role comes a new set of responsibilities yet it’s surprising how few are prepared for the financial implications of such an undertaking. Now is the perfect time to consider your personal financial […]

01.16.19
Accounting Update for Not-For-Profit Organizations
The Financial Accounting Standards Board (FASB) has rolled out a handful of accounting updates that will greatly impact how not-for-profit organizations record and report various transactions. These new regulations include: How to present financial statements under ASU 2016-14; How to recognize revenue including clarifying guidance for contributions received and contributions made; and How to recognize […]

11.15.18
Tax Planning Trends and Tips for the Real Estate Industry
The cyclical nature of the real estate industry, coupled with the passage of the Tax Cuts and Jobs Act of 2017, presents a new set of challenges for real estate investors, owners, operators and other professionals in the industry. But with these challenges come various opportunities for growth through creative tax-planning strategies. Join ORBA for […]

08.21.18
How the Tax Cuts and Jobs Act Impacts Not-For-Profit Organizations
The passage of the Tax Cuts and Jobs Act of 2017 (TCJA) brings the most significant changes to the U.S. tax code in more than 30 years. With the new tax law comes several provisions that may affect your not-for-profit organization. Join ORBA’s Thomas Vance, JD, LLM and Laurence Sophian, CPA, with special guest Norah […]

02.15.18
The Impact of Tax Reform on Your Practice
The passage of the Tax Cuts and Jobs Act marks the most significant change to the tax code in 30 years. With the new tax law come sweeping reforms that will impact your business and you personally. Join the experts from ORBA for a seminar discussing: How the new tax law will affect your practice; […]