Tax Connections Newsletter – Summer 2022
ORBA's Tax Connections Summer 2022 Newsletter explains the importance of familiarizing yourself with the tax treatment of scholarships, provides the specifics of when an estate’s executor can defer the payment of estate taxes, and details the ins and outs of using alternative IRA investments.
Tax Connections Newsletter – Spring 2022
ORBA's Tax Connections Spring 2022 Newsletter covers the basics of the Section 45F credit and explains the potential tax liabilities when using cryptocurrency.
Tax Connections Newsletter – Winter 2022
ORBA's Tax Connections Winter 2022 Newsletter examines the tax advantages of classifying workers as independent contractors rather than employees and details the home sale exemption’s requirements.
Tax Connections Newsletter – Fall 2021
ORBA's Tax Connections Fall 2021 Newsletter discusses the double taxation risk involved with foreign assets and examines year-end planning tips for mutual fund investors.
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.