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David White

David White

Author's details

Name: David White, CPA
Date registered: March 17, 2016



David is a member of ORBA’s Tax Department. He has experience servicing high net worth households with tax planning and preparation. He concentrates on providing compliance and planning ideas to minimize tax liabilities. Before joining ORBA, David worked in a large public accounting firm and also in the trust department of a large bank.

Latest posts

  1. Is Now the Time to Lock In a 30-Year Mortgage? — May 9, 2017
  2. Making Meaningful IRA Contributions is Easier Than Ever — May 13, 2016

Author's posts listings

May 09

Is Now the Time to Lock In a 30-Year Mortgage?

Buying a home is one of the most exciting and expensive purchases you will make. Whether you are buying a new home for your growing family, a vacation home for the summer or winter, or an investment property, deciding how to pay for it is just as important of a decision as it is to pick the house that is right for you. How you choose to finance such a major purchase can have a significant long-term impact on your finances. If you are purchasing your home and are considering a mortgage loan, this article will provide you with an understanding of the main types of mortgages and what benefits they can provide to help you determine which mortgage is most appropriate.

May 13

Making Meaningful IRA Contributions is Easier Than Ever

This article encourages people who may have dismissed traditional IRAs in the past to take a fresh look at them. It explains that income limits for deductibility and maximum annual contributions are more generous. The article also talks about the benefits of investing in Roth IRAs. A Sidebar notes that, effective for IRA withdrawals taken in 2016, individuals can execute only one traditional IRA rollover in a 365-day period.