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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.
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.
Not-For-Profit Group Newsletter – Winter 2023
ORBA's Not-For-Profit Group's 2023 Winter Newsletter shares details of the continuing popularity of donor-advised funds and highlights strategies for how boards can increase their cybersecurity.
Manufacturing and Distribution Group Newsletter – Winter 2023
ORBA's Manufacturing and Distribution Group's Winter Newsletter discusses how waste impacts a manufacturer's bottom line and advises business owners on strategies to reduce occupational fraud.
Wealth Management Group Newsletter – Winter 2023
ORBA's Wealth Management Group Winter 2023 Newsletter offers advice on whether you are obligated to pay taxes on household help and outlines the benefits of Health Savings Accounts (HSAs).
Tax Connections Newsletter – Winter 2023
ORBA's Tax Connections Winter 2023 Newsletter details potential tax surprises — for employees and employers — that may occur as a result of working remotely and offers tax tips regarding charitable donations, inheritances and student loan forgiveness.
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.
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.
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.
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.