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Mark Anderson

Mark Anderson

Author's details

Name: Mark Anderson
Date registered: May 4, 2015



Mark has been with ORBA since 2011. He performs audits, reviews, compilations, monthly accounting work, and necessary tax filings for privately-held companies and non-profit organizations. Additionally, he prepares tax filings for individuals and assists small business owners and non-profit clients with general business consulting inquiries.

Latest posts

  1. Boosting Retirement Contributions — March 16, 2016
  2. Wealth Management Group Newsletter – Summer 2015 — August 24, 2015
  3. So You Inherited a Large Sum of Money… What’s Next? — April 27, 2015

Author's posts listings

Mar 16

Boosting Retirement Contributions

Tax rates for individuals are at their highest levels in years. For many business owners, finding a way to maximize retirement savings in the most tax advantageous way is a major concern, especially if they got a late start to saving for retirement. One type of retirement plan, a cash balance plan, combines features from both defined contribution and defined benefit plans. This plan allows business owners to enjoy substantial current tax deductions while at the same time boosting their retirement contributions. In addition to discussing cash balance plans, this article analyzes the differences in defined contribution and defined benefit plans.

Aug 24

Wealth Management Group Newsletter – Summer 2015

ORBA’s Wealth Management Group Newsletter is a quarterly publication focused on effective wealth management. The Spring 2015 issue includes two articles, Managing Retirement Savings After a Job Change and Charitable Remainder Trust with Life Insurance.

Apr 27

So You Inherited a Large Sum of Money… What’s Next?

According to a recent report by Accenture, approximately $30 trillion will pass from one generation to the next over the next 30 years. Baby boomers alone are starting to receive an estimated $8.4 trillion in inheritances from older generations. Could you be receiving a significant inheritance? If so, how do you plan on handling the fortune?