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.

Tax Connections Newsletter – Fall 2024
ORBA's Tax Connections Fall 2024 newsletter advises employers on how to correctly identify a worker as an independent contractor or an employee and warns investors on the wash sale rule that could prevent them from claiming losses.

Tax Connections Newsletter – Summer 2024
ORBA's Tax Connections Summer 2024 newsletter advises readers on how to reduce the risk of becoming liable for the Net Investment Income (NII) tax and suggests looking into the Energy Efficient Home Improvement Credit if you are considering making energy-related improvements to your home.

Tax Connections Newsletter – Spring 2024
ORBA's Tax Connections Spring 2024 newsletter advises readers on what business expenses are deductible and when you can claim a deduction for business debts that have become worthless.

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.

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.

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.

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.

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.

Tax Connections Newsletter – Fall 2022
ORBA's Tax Connections Fall 2022 Newsletter explains effective tax strategies regardless of business needs and reducing taxes at the end of the year.