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Newsletters
05.15.25
Tax Connections Newsletter – Spring 2025
ORBA's Tax Connections Spring 2025 newsletter details how to use qualified small business stock for tax savings and advises readers on how best to calculate business-vehicle expense deductions.
03.20.25
Manufacturing and Distribution Group Newsletter – Winter 2025
ORBA's Manufacturing and Distribution Group's Newsletter advises on the importance of an up-to-date and accurate budget and business plan.
03.19.25
Not-For-Profit Group Newsletter – Winter 2025
ORBA's Not-For-Profit Group's Winter Newsletter reviews how penetration (pen) testing can help organizations preempt intrusions and attacks by identifying weaknesses so they can proactively address them and outlines the potential tax penalties that can result if the IRS deems your compensation more than reasonable.
03.11.25
Real Estate Group Newsletter – Winter 2025
ORBA's Real Estate Group's Winter Newsletter explains the new regulations regarding proper allocation of recourse debt among partners and advises U.S. citizens acquiring non-U.S. real estate on the potential taxes and deductions they should be aware of.
03.04.25
Wealth Management Group Newsletter – Winter 2025
ORBA's Wealth Management Group's 2025 Winter Newsletter encourages employees to take advantage of the Health Savings Account potentially provided by their employer and advises high-net-worth investors on best tax practices.
02.27.25
Tax Connections Newsletter – Winter 2025
ORBA's Tax Connections Winter 2025 newsletter advises readers on how to avoid triggering unnecessary taxes when rolling over funds to an IRA and warns of the potential pitfalls of matching Roth contributions.
11.27.24
Not-For-Profit Group Newsletter – Fall 2024
ORBA's Not-For-Profit Group's Fall Newsletter highlights a survey that suggests many not-for-profit CEOs are considering leaving their jobs and warns about the practice of paying officers to provide services, potentially opening your not-for-profit up to the responsibility of paying employment taxes.
11.27.24
Real Estate Group Newsletter – Fall 2024
ORBA's Real Estate Group's Fall Newsletter weighs the pros and cons of short-term rentals (STRs), which are typically more profitable than a standard 12-month lease. However, they involve complex tax rules.
11.27.24
Manufacturing and Distribution Group Newsletter – Fall 2024
ORBA's Manufacturing and Distribution Group's Fall Newsletter explains the basics of transfer pricing for manufacturers and advises them on how to protect themselves from increasingly sophisticated ransomware attacks.
11.26.24
Wealth Management Group Newsletter – Fall 2024
ORBA's Wealth Management Group's 2024 Fall Newsletter describes the 7.5% rule for deducting medical expenses and advises business owners on sound exit strategies.