Tax Connections Newsletter – Summer 2021
ORBA's Tax Connections Summer 2021 Newsletter details an acquisition-based strategy where one corporation’s losses can be offset against the other company’s profits and examines the benefits of including a power of attorney in an estate plan.
Tax Connections Newsletter – Spring 2021
Our Tax Connections Spring 2021 Newsletter offers guidelines as to when it is safe to shred tax records and explores various tax considerations when selling a business. A sidebar examines potential state tax implications when selling a business.
Tax Connections Newsletter – Winter 2021
Our Tax Connections Winter 2021 Newsletter details the changes the SECURE Act made to the kiddie tax, explores the double taxation pitfall that can occur when working remotely across state lines, and explains how to report sick and family leave under the Families First Coronavirus Response Act.
Tax Connections Newsletter – Fall 2020
Our Tax Connections Fall 2020 Newsletter explains how the SECURE Act affects employers, explores the benefits of the temporary gift tax break and illustrates how to identify audit red flags.
Tax Connections Newsletter – Summer 2020
Our Tax Connections Summer 2020 Newsletter explains the CARES Act provision that provides refund opportunities for excess business losses, details IRS guidance that provides more time to invest in Qualified Opportunity Funds and explores the benefits of being able to sign off on retirement plan elections remotely.
Tax Connections Newsletter – Spring 2020
Our Tax Connections Spring 2020 Newsletter details the Coronavirus Aid, Relief, and Economic Security (CARES) Act's retirement-related provisions and specifies how the CARES Act offers tax incentives to support your favorite charity.
Tax Connections Newsletter – Winter 2020
Our Tax Connections Winter 2020 Newsletter offers insight on the Tax Cuts and Jobs Act's (TCJA) limit on interest expense deductions and explains how the Act has changed the rules for deducting an individual taxpayer’s business losses.
Tax Connections Newsletter – Fall 2019
Our Tax Connections Fall 2019 Newsletter explains some factors to consider when deciding what to do with the savings accumulated in a 401(k) account as well as information on the tax implications of equity-based compensation.
Tax Connections Newsletter – Summer 2019
Our Tax Connections Summer 2019 Newsletter offers advice on implementing a “backdoor Roth IRA” strategy that allows anyone, regardless of income, to enjoy a Roth IRA’s benefits, as well as guidelines on when to deduct business meals.
Tax Connections Newsletter – Spring 2019
Our Tax Connections Spring 2019 Newsletter offers insight on qualified opportunity zones, as well as advice regarding estate planning for when you or a loved one becomes terminally ill.