03.04.25
Wealth Management Group Newsletter – Winter 2025
ORBA's Wealth Management Group's 2025 Winter Newsletter encourages employees to take advantage of the Health Savings Account potentially provided by their employer and advises high-net-worth investors on best tax practices.

02.27.25
Tax Connections Newsletter – Winter 2025
ORBA's Tax Connections Winter 2025 newsletter advises readers on how to avoid triggering unnecessary taxes when rolling over funds to an IRA and warns of the potential pitfalls of matching Roth contributions.

11.26.24
Wealth Management Group Newsletter – Fall 2024
ORBA's Wealth Management Group's 2024 Fall Newsletter describes the 7.5% rule for deducting medical expenses and advises business owners on sound exit strategies.

11.25.24
Tax Connections Newsletter – Fall 2024
ORBA's Tax Connections Fall 2024 newsletter advises employers on how to correctly identify a worker as an independent contractor or an employee and warns investors on the wash sale rule that could prevent them from claiming losses.

09.10.24
Wealth Management Group Newsletter – Summer 2024
ORBA's Wealth Management Group's 2024 Summer Newsletter advises on the several tax breaks that may be available if you have a parent entering a nursing home and outlines the benefits and drawbacks of trusts and limited liability companies (LLCs) when it comes to protecting your assets.

08.29.24
Tax Connections Newsletter – Summer 2024
ORBA's Tax Connections Summer 2024 newsletter advises readers on how to reduce the risk of becoming liable for the Net Investment Income (NII) tax and suggests looking into the Energy Efficient Home Improvement Credit if you are considering making energy-related improvements to your home.

05.30.24
Wealth Management Group Newsletter – Spring 2024
ORBA's Wealth Management Group's 2024 Spring Newsletter advises on the benefits and drawbacks of a Roth IRA conversion and outlines the utility and common mistakes made regarding revocable trusts.

05.23.24
Tax Connections Newsletter – Spring 2024
ORBA's Tax Connections Spring 2024 newsletter advises readers on what business expenses are deductible and when you can claim a deduction for business debts that have become worthless.

02.15.24
Wealth Management Group Newsletter – Winter 2024
ORBA's Wealth Management Group's 2024 Winter Newsletter advises businesses owners on how to plan an exit strategy and discusses the benefits and limitations of 529 plans.

02.13.24
Tax Connections Newsletter – Winter 2024
ORBA's Tax Connections Winter 2024 Newsletter explains the tax rules around deducting employee bonuses and business start-up costs.