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Newsletters
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.
12.28.23
Wealth Management Group Newsletter – Fall 2023
ORBA's Wealth Management Group's 2023 Newsletter advises on options for a 401k after leaving a job and and explains the favorable rules for traders over investors.
12.19.23
Tax Connections Newsletter – Fall 2023
ORBA's Tax Connections Fall 2023 Newsletter urges all readers to consider their estate plan and compares the two types of custodial accounts.
09.13.23
Tax Connections Newsletter – Summer 2023
ORBA's Tax Connections Summer 2023 Newsletter discusses the benefits of the newly authorized 529-to-Roth IRA transfer for those saving for college and urges those eligible to take advantage of the one-time opportunity to make a qualified charitable distribution of up to $50,000.
08.31.23
Wealth Management Group Newsletter – Summer 2023
ORBA's Wealth Management Group's Summer 2023 Newsletter discusses the advantages and requirements of qualifying under Section 1202 and the importance of financial planning as an unmarried couple.
06.14.23
Wealth Management Group Newsletter – Spring 2023
ORBA's Wealth Management Group's Spring 2023 Newsletter offers advice on making the most of your flexible spending account for healthcare and warns of the most common mistakes in estate planning.
05.25.23
Tax Connections Newsletter – Spring 2023
ORBA's Tax Connections Spring 2023 Newsletter cautions readers to regularly review their beneficiary designations and outlines the tax benefits in SECURE 2.0 that make it easier to save for retirement.
02.23.23
Wealth Management Group Newsletter – Winter 2023
ORBA's Wealth Management Group Winter 2023 Newsletter offers advice on whether you are obligated to pay taxes on household help and outlines the benefits of Health Savings Accounts (HSAs).
12.22.22
Wealth Management Group Newsletter – Fall 2022
ORBA's Wealth Management Group Fall 2022 Newsletter highlights the advantages and drawbacks of a self-directed IRA and suggests a number of options to consider regarding estate and gift planning.