09.27.23
Not-For-Profit Group Newsletter – Summer 2023
ORBA's Not-For-Profit Group's 2023 Summer Newsletter highlights what not-for-profits should do in order to protect themselves from potential fraud and scams through good internal controls and cybersecurity practices.

09.13.23
Tax Connections Newsletter – Summer 2023
ORBA's Tax Connections Summer 2023 Newsletter discusses the benefits of the newly authorized 529-to-Roth IRA transfer for those saving for college and urges those eligible to take advantage of the one-time opportunity to make a qualified charitable distribution of up to $50,000.

09.11.23
Manufacturing and Distribution Group Newsletter – Summer 2023
ORBA's Manufacturing and Distribution Group's Summer Newsletter discusses how SECURE 2.0 makes it easier for employees to save for retirement and advises manufacturers on the benefits of using segmented income statements.

08.31.23
Wealth Management Group Newsletter – Summer 2023
ORBA's Wealth Management Group's Summer 2023 Newsletter discusses the advantages and requirements of qualifying under Section 1202 and the importance of financial planning as an unmarried couple.

08.29.23
Real Estate Group Newsletter – Summer 2023
ORBA's Real Estate Group's Newsletter covers the tax liability for owners of homes following the original owner's passing and discusses the benefits of investing in a "Qualified Opportunity Zone," or an area that experiences preferential tax treatment to encourage investment.

06.15.23
Not-For-Profit Group Newsletter – Spring 2023
ORBA's Not-For-Profit Group's 2023 Spring Newsletter highlights what steps not-for-profit organizations should take in order to prepare for a possible ERC audit and reviews what factors they should consider once their board meets the state's size requirement.

06.14.23
Wealth Management Group Newsletter – Spring 2023
ORBA's Wealth Management Group's Spring 2023 Newsletter offers advice on making the most of your flexible spending account for healthcare and warns of the most common mistakes in estate planning.

06.01.23
Manufacturing and Distribution Group Newsletter – Spring 2023
ORBA's Manufacturing and Distribution Group's Spring Newsletter discusses the importance of monitoring work-in-process inventory and advises business owners to take concrete steps to limit employee turnover, considering the significant cost of training as well as less obvious losses.

05.25.23
Tax Connections Newsletter – Spring 2023
ORBA's Tax Connections Spring 2023 Newsletter cautions readers to regularly review their beneficiary designations and outlines the tax benefits in SECURE 2.0 that make it easier to save for retirement.

05.04.23
Real Estate Group Newsletter – Spring 2023
ORBA's Real Estate Group's Newsletter covers the tax incentives for keeping properties energy efficient and discusses the benefits of being a real estate professional as well as a few lesser-known methods to becoming one.