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Manufacturing and Distribution Group Newsletter – Winter 2024
ORBA's Manufacturing and Distribution Group's Winter Newsletter advises those considering selling their business on how to properly evaluate it and offers tips on how a business-owner can prepare for times of crisis.
Real Estate Group Newsletter – Winter 2024
ORBA's Real Estate Group's Winter Newsletter discusses the potential impact of AI in the industry and outlines tax considerations for anyone interested in converting in their vacation home to their primary residence.
Not-For-Profit Group Newsletter – Winter 2024
ORBA's Not-For-Profit Group's 2024 Winter Newsletter covers new resources for not-for-profit organizations, including AI tools, and provides insight into what factors a not-for-profit should consider before taking out a loan.
Wealth Management Group Newsletter – Winter 2024
ORBA's Wealth Management Group's 2024 Winter Newsletter advises businesses owners on how to plan an exit strategy and discusses the benefits and limitations of 529 plans.
Tax Connections Newsletter – Winter 2024
ORBA's Tax Connections Winter 2024 Newsletter explains the tax rules around deducting employee bonuses and business start-up costs.
Wealth Management Group Newsletter – Fall 2023
ORBA's Wealth Management Group's 2023 Newsletter advises on options for a 401k after leaving a job and and explains the favorable rules for traders over investors.
Manufacturing and Distribution Group Newsletter – Fall 2023
ORBA's Manufacturing and Distribution Group's Newsletter advises those considering purchasing a business on what to look for and how to stabilize a business in distress.
Real Estate Group Newsletter – Fall 2023
ORBA's Real Estate Group's Newsletter covers the changes to the Alternative Cost Method (ACM) and urges real estate professionals to document their material participation in business operations.
Tax Connections Newsletter – Fall 2023
ORBA's Tax Connections Fall 2023 Newsletter urges all readers to consider their estate plan and compares the two types of custodial accounts.
Not-For-Profit Group Newsletter – Fall 2023
ORBA's Not-For-Profit Group's Newsletter cautions not-for-profit organizations of the potentially unexpected tax implications of alternative investments and provides an overview of the nonfinancial information on Form 990 and where to find it.