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Wealth Management Group Newsletter – Summer 2020
Our Wealth Management Group's Summer 2020 Newsletter guides new purchasers of life insurance navigate the confusing insurance market and describes potential tax savings from making gifts and paying medical expenses on behalf of family members.
Wealth Management Group Newsletter – Fall 2019
Our Wealth Management Group's Fall 2019 Newsletters shares insight on how qualified small business stock can lead to tax breaks, as well as information on new rules that make 401(k) hardship withdrawals easier to obtain.
Tax Connections Newsletter – Fall 2019
Our Tax Connections Fall 2019 Newsletter explains some factors to consider when deciding what to do with the savings accumulated in a 401(k) account as well as information on the tax implications of equity-based compensation.
Tax Connections Newsletter – Summer 2019
Our Tax Connections Summer 2019 Newsletter offers advice on implementing a “backdoor Roth IRA” strategy that allows anyone, regardless of income, to enjoy a Roth IRA’s benefits, as well as guidelines on when to deduct business meals.
Wealth Management Group Newsletter – Spring 2019
Our Wealth Management Group's Spring 2019 Newsletters offers three options to consider if your term life insurance is expiring, as well as insights on the difference between investing and speculating.
Tax Connections Newsletter – Spring 2019
Our Tax Connections Spring 2019 Newsletter offers insight on qualified opportunity zones, as well as advice regarding estate planning for when you or a loved one becomes terminally ill.
Wealth Management Group Newsletter – Winter 2019
Our Wealth Management Group's Winter 2019 Newsletter discusses the significance of cash and its integral role in a diversified portfolio, as well as insight on borrowing against your life insurance policy.
Tax Connections Newsletter – Fall 2018
Our Tax Connections Fall 2018 Newsletter offers clarity regarding LLC members and self-employment tax, as well as advice to take into account before hiring household help.
Tax Connections Newsletter – Winter 2018
At the end of 2017, the most sweeping tax reform legislation in decades was signed into law. Below are the highlights of the Tax Cuts and Jobs Act (TCJA) that affect individuals and businesses. Most of the changes go into effect this year.
Wealth Management Group Newsletter – Spring 2017
ORBA’s Wealth Management Group Newsletter is a quarterly publication focused on effective wealth management. The Spring 2017 issue includes two articles: “Portfolio Diversification: Too Much of a Good Thing?” and “Short-Term Needs vs. Long-Term Retirement Savings.”