Client Alerts 1099-MISC vs. 1099-NEC

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01.06.23

In 2020, the IRS released a new form – Form 1099-NEC. This form is still in use for 2022. While it might not have affected you last year, it may this year. This Client Alert will provide you with some general guidelines and resources to help you determine which form you need to file. It will also address questions that we often receive from clients.

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In 2020, the IRS released a new form – Form 1099-NEC. This form is still in use for 2022. While it might not have affected you last year, it may this year. This Client Alert will provide you with some general guidelines and resources to help you determine which form you need to file. It will also address questions that we often receive from clients.

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03.20.25

Orba Wealth Advisors Welcomes Michael Furla as Its New Chief Investment Officer and Head of Wealth Advising
CHICAGO — ORBA Wealth Advisors, providing wealth management for high-net-worth individuals and families, is pleased to announce that Michael Furla, CFA, CFP®, has joined the firm as its new Chief Investment Officer (CIO) and Head of Wealth Advising.

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