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.

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.