Wealth Management Group Newsletter – Winter 2022
ORBA's Wealth Management Group Newsletter examines the tax obligations when employing household workers and provides tax-planning ideas for retirees.

Wealth Management Group Newsletter – Fall 2021
ORBA's Wealth Management Group Newsletter explains what it means when public companies announce stock splits or reverse stock splits.

Wealth Management Group Newsletter – Summer 2021
ORBA's Wealth Management Group Newsletter details U.S. federal tax consequences for businesses and individuals that hold or transact in virtual currency and looks into assessing a state’s tax-friendliness when deciding where to retire.

Wealth Management Group Newsletter – Spring 2021
ORBA's Wealth Management Group Newsletter details how the American Rescue Plan Act (ARPA) affects the child tax credit (CTC) and the child and dependent care credit (CDCC) and describes the benefits and restrictions of a Simplified Employee Pension Individual Retirement Account (SEP IRA) and a solo 401(k) plan.

Wealth Management Group Newsletter – Winter 2021
ORBA's Wealth Management Group Newsletter outlines the strategy and advantages of phased retirement and describes several general transfer strategies using trusts such as GRATS and CLATs, as well as interfamily loans.

Wealth Management Group Newsletter – Fall 2020
One of the CARES Act provisions allows eligible individuals to withdraw up to $100,000 from IRAs and 401(k)s without triggering the 10% early withdrawal penalty. ORBA's Wealth Management Group Newsletter provides details and warns about potential pitfalls.

Wealth Management Group Newsletter – Summer 2020
Our Wealth Management Group's Summer 2020 Newsletter guides new purchasers of life insurance navigate the confusing insurance market and describes potential tax savings from making gifts and paying medical expenses on behalf of family members.

Wealth Management Group Newsletter – Spring 2020
Our Wealth Management Group's Spring 2020 Newsletter covers the potential tax ramifications of Bitcoin and other cryptocurrencies.

Wealth Management Group Newsletter – Winter 2020
Our Wealth Management Group's Winter 2020 Newsletter covers paying off your mortgage before retiring and investing early for retirement.

Wealth Management Group Newsletter – Fall 2019
Our Wealth Management Group's Fall 2019 Newsletters shares insight on how qualified small business stock can lead to tax breaks, as well as information on new rules that make 401(k) hardship withdrawals easier to obtain.