Consulting for Individuals we love it when a plan comes together

Our personal financial planning professionals are like a personal CFO. We provide you with comprehensive expertise in business, tax and estate planning, financial forecasting and investment analysis. We collaborate with your attorneys, bankers, insurance and investment professionals to provide comprehensive advice. By using us to oversee the process, you can be certain that the advice you receive is objective and that the plan puts goals within reach.

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Whether it’s a new home, college, a business sale, retirement, estate planning or any number of events that require financial guidance, ORBA is with you every step of the way. We help individuals, families and business owners set realistic goals and develop strategies to make them happen.

Areas of expertise include:

  • Estate and gift tax planning and compliance
  • Retirement planning and analysis
  • Cash flow planning and budgeting
  • Insurance and risk management
  • Financial forecasting and investment analysis
  • Income tax planning and compliance
  • Education funding strategies
  • Business exit planning strategies

Personal Financial Planning

  • Comprehensive personal financial planning
  • Retirement planning (including Monte Carlo analysis)
  • Social security planning
  • Life insurance planning and policy review
  • Disability insurance planning and policy review
  • Trust, estate, gift and generation-skipping tax planning
  • Review and selection of investment advisors
  • Tax implications of investments
  • Family wealth planning
  • Education funding alternatives
  • Charitable giving strategies

Tax

  • Individual income tax planning and compliance
  • Trust and estate income tax planning and compliance
  • Estate and gift tax planning and compliance
  • Analysis of conversion of qualified retirement funds from traditional to ROTH
  • Representation with the IRS, state and local taxing authorities on compliance and tax issues

Reporting

  • Prepare personal financial statements
  • Estate distribution and liquidity analysis
  • Investment and investment advisor analysis and review
  • Asset protection planning
  • Prepare and periodic review of personal financial planning documents
  • Business exit planning strategies
  • Family office reporting
  • Secure, cloud-based storage for important legal, estate planning and financial documentation

 

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Consulting for Individuals

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Firms News

05.30.18

ORBA Wins Association of Accounting Marketing Achievement Awards
CHICAGO — Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest accounting firms, is the recipient of the Association of Accounting Marketing (AAM) Marketing Achievement Award in three separate categories: Website, Digital Advertising, and Collateral and Content Marketing. The awards were announced at AAM’s annual conference in Portland, Oregon. ORBA was recognized for its […]

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Media Mentions

05.31.18

Various Media – ORBA Wins Association of Accounting Marketing Awards

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

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Forward Thinking