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Newsletters
12.28.22
Not-For-Profit Group Newsletter – Fall 2022
ORBA's Not-For-Profit Group's 2022 Fall Newsletter highlights strategies for boosting employee retention and outlines the new accounting rules for reporting requirements regarding contributed nonfinancial assets, or gifts in-kind.
12.27.22
Real Estate Group Newsletter – Fall 2022
ORBA's Real Estate Group's Newsletter covers the non-financial factors that investors use as part of their analysis to screen potential investments and the recent legislation regarding like-kind exchanges.
12.22.22
Wealth Management Group Newsletter – Fall 2022
ORBA's Wealth Management Group Fall 2022 Newsletter highlights the advantages and drawbacks of a self-directed IRA and suggests a number of options to consider regarding estate and gift planning.
12.20.22
Manufacturing and Distribution Group Newsletter – Fall 2022
ORBA's Manufacturing and Distribution Group's Newsletter looks at issues manufacturers entertaining a transition to a "Made in America" model should consider and advises business owners on developing a solid exit strategy should they decide to sell.
12.13.22
Tax Connections Newsletter – Fall 2022
ORBA's Tax Connections Fall 2022 Newsletter explains effective tax strategies regardless of business needs and reducing taxes at the end of the year.
11.14.22
Law Firm Group Newsletter – Fall 2022
ORBA's Law Firm Group's Fall 2022 Newsletter discusses ways a law firm can retool its policy for origination credits and reminds law firms to carefully consider the need for lateral hires as the costs of bringing them on can be high.
09.30.22
Wealth Management Group Newsletter – Summer 2022
Term life insurance policyholders generally have a couple of options if their term is ending and they desire further protection. They may be able to renew the policy without submitting to a new medical exam — or buy a new term life policy. Another possible option is to buy a permanent policy. ORBA's Wealth Management Group Newsletter highlights the advantages and drawbacks of each choice.
09.09.22
Real Estate Group Newsletter – Summer 2022
ORBA's Real Estate Group's Newsletter covers the basics of offering free lodging to property managers and provides guidance on the Internal Revenue Code Section 163(j).
09.08.22
Manufacturing and Distribution Group Newsletter – Summer 2022
ORBA's Manufacturing and Distribution Group's Newsletter looks at issues manufacturers who allow a bring-your-own-device (BYOD) policy should consider and reviews what ESG is and the benefits of incorporating ESG practices.
09.06.22
Tax Connections Newsletter – Summer 2022
ORBA's Tax Connections Summer 2022 Newsletter explains the importance of familiarizing yourself with the tax treatment of scholarships, provides the specifics of when an estate’s executor can defer the payment of estate taxes, and details the ins and outs of using alternative IRA investments.