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Manufacturing and Distribution Group Newsletter – Summer 2013
Defenses Up! Are You Doing All You Can to Prevent Fraud? Ken Tornheim, CPA, CFE As companies globally continue to slog through a challenging economy, they are also fighting the specter of fraud. Here is an eye-opening statistic: A typical organization loses an estimated 5% of its revenue to fraud annually, resulting in total losses of more […]
Wealth Management Group Newsletter – Summer 2013
A Newsletter Focused on Your Financial Needs: May 2013 Issue Do Your Portfolio Returns Measure Up? Till Death Do Us Part, Settling Up a Spouse's Financial Affairs Editor, Steve Lewis
Tax Connections Newsletter – Spring 2013
It’s Time for Mid-Year Tax Planning By Rob Swenson Early this year, the American Taxpayer Relief Act (ATRA) triggered a flurry of activity as taxpayers scrambled to assess the new law’s impact on their 2012 tax bills. Now that the dust has settled, it’s a good time to embark on some mid-year tax planning. Businesses, in […]
Not-For-Profit Group Newsletter – Spring 2013
This edition focuses on two topics. The first article addresses how organizations can maximize the potential of current technology tools by developing mobile websites and apps, leveraging social networks and expanding their Web presence. The second article focuses on not-for-profit mergers and what you need to consider before joining forces.
Wealth Management Group Newsletter – Spring 2013
A Newsletter Focused on Your Financial Needs: March 2013 Issue
Tax Connections Newsletter – Winter 2012
Restricted Stock and Restricted Stock Units: How are they Taxed? By Rob Swenson Over the last seven years, restricted stock and restricted stock units (RSUs) have grown in popularity as incentive compensation tools, while the use of stock options has declined. So it’s important — for employers and employees alike — to understand their tax implications. […]
Manufacturing & Distribution Group Newsletter – Winter 2012
Welcome to ORBA’s Manufacturing & Distribution Group Newsletter, a quarterly publication focused on effective businesses management for the manufacturers and distributors. This quarter’s newsletter includes two articles. The first article examines the various financing options available through the Small Business Administration (SBA) to help manufacturers and distributors grow their companies. The second article covers the increase in the U.S. oil supply and a little-known law entitled the Merchant Marine Act of 1920, also known as the Jones Act.
Tax Connections Newsletter – Special End-of-Year Edition
It is never too early to start planning your New Year’s Eve celebration. More importantly, with various tax incentives scheduled to expire once the ball drops on 2012, it’s also never too early to consider year-end tax planning. Currently, there are many expired and expiring tax provisions. We will take a look at three of them as they relate to your year-end hiring and purchasing decisions.
Tax Connections Newsletter – Fall 2012
Make Sure Your Tax Payments Are on Track The IRS doesn’t wait until returns are filed to collect income taxes from taxpayers. Most people are required to pay tax during the year by making quarterly estimated tax payments to the IRS or having their employers withhold income taxes from their paychecks. It’s important to pay […]
Wealth Management Group Newsletter – Fall 2012
A Newsletter Focused on Your Financial Needs. August 2012 Issue: The Changes to Federal Estate and Gift Tax Law Around the Corner by Steve Lewis and Alan Witt; and It's Time for Your Financial Review by Steve Lewis and Jeff Newman