Lisa Dietlin, Guest Author

Lisa Dietlin is a recognized author on philanthropy, charitable giving and transformational change in both the personal and professional arenas. 

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

request guide

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Forward Thinking
Forward Thinking