08.08.12
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

08.01.12
Tax Connections Newsletter – Summer 2012
Renting Out a Vacation Home? Do Some Planning Renting out a second home can help defray the cost of owning and maintaining the property. And there may be valuable tax benefits from the rental arrangement as well. Here are some things to think about if you are going to rent out a vacation property. Two […]

05.05.12
Tax Connections Newsletter – Spring 2012
The Alternative Minimum Tax Trap When the alternative minimum tax (AMT) system was introduced in the early 1980s, it was intended to prevent a small number of taxpayers with substantial economic income from completely avoiding federal income taxes through the use of exclusions, deductions and credits. The idea was to have those taxpayers do a […]

02.10.12
Tax Connections Newsletter – Winter 2011
Avoid These Traps When Moving IRA and Retirement Plan Assets It pays to be careful when moving money from one traditional individual retirement account (IRA) to another or from an employer’s retirement plan to an IRA. Unless you follow certain guidelines, you may find yourself paying taxes on what could have been a tax-free transaction. […]

01.30.12
Tax Connections Newsletter – February 2012
Business Travel Away from “Home”- What’s Deductible? It’s not uncommon for employees to be given temporary job assignments that require them to be out of town for an extended period. In this situation, certain living costs may be deductible. Your “Tax Home” If you’re an employee, your “home” for travel expense purposes is the location […]

12.15.11
Tax Connections Newsletter – Fall 2011
Welcome to ORBA’s first bi-monthly Tax Connections Newsletter. Here you will find useful information on timely tax and accounting issues. Please feel free to comment and leave any thoughts or feedback you have. Be sure to check back every two months for a new issue as well as subscribe to our blog for weekly articles!