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Amanda Cenzer

Amanda Cenzer

Author's details

Name: Amanda Cenzer
Date registered: October 3, 2012

Email: acenzer@orba.com
Website: http://www.orba.com

Biography

Amanda has been with ORBA since 2006. Prior to joining the firm, she was a tax accountant at a public accounting firm. She has experience in assisting high net worth individuals with compliance matters relating to returns and estimates. She also works with the firm’s not-for-profit clients handling a variety of tax matters.

Latest posts

  1. Protect Your Financial Future—Your Best Retirement Asset is You — November 18, 2014
  2. Does Your Child Receive Investment Income? Be Sure to Follow IRS Reporting Rules — June 26, 2014
  3. Choose the Beneficiary of Your Retirement Plan Carefully — March 25, 2014
  4. Wealth Management Group Newsletter – Fall 2013 — November 15, 2013
  5. Are You Planning for the 2012 Fiscal Cliff? — October 3, 2012

Most commented posts

  1. Does Your Child Receive Investment Income? Be Sure to Follow IRS Reporting Rules — 1 comment

Author's posts listings

2014
Nov 18

Protect Your Financial Future—Your Best Retirement Asset is You

The possibility that a serious illness or injury could dampen one’s earnings is real. But long-term disability income insurance recoups some income should you become disabled and unable to work. This blog offers an overview of this insurance and explains the pluses and minuses of group and individual coverage.

2014
Jun 26

Does Your Child Receive Investment Income? Be Sure to Follow IRS Reporting Rules

If a child receives investment income — such as interest, dividends, capital gains and other unearned income (for example, from a trust) — he or she must report it to the IRS by filing an income tax return. This article takes a look at the “kiddie tax” and discusses whether this income should be reported on the child’s or the parent’s return.

2014
Mar 25

Choose the Beneficiary of Your Retirement Plan Carefully

This article describes the importance of understanding the tax effects of choosing a beneficiary to inherit an IRA, 401(k) plan or other retirement account. For non-Roth accounts, there are three factors to consider that can affect the beneficiary’s income tax liability. It is also important to consider the estate tax consequences of choosing a spouse versus someone else as a beneficiary.

2013
Nov 15

Wealth Management Group Newsletter – Fall 2013

Those who have income from investments may have to pay a new tax imposed by the 2010 health care act: the 3.8% net investment income tax (NIIT, also known as the Medicare contribution tax). The NIIT took effect on Jan. 1, 2013, and is in addition to — and calculated separately from — one’s regular income tax or alternative minimum tax liability. This article discusses who is subject to the tax, what income is and is not excluded from the NIIT, how the tax is calculated, and what strategies can minimize or avoid NIIT liability.

2012
Oct 03

Are You Planning for the 2012 Fiscal Cliff?

By now you’ve probably heard of the “fiscal cliff,” a term coined by Federal Reserve Chairman Ben Bernanke that describes what could happen if no action is taken by Congress against the expiration of tax rates and spending reductions. Some of the highlights of what tax effects we could see include: