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.
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.
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.
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.
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.