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Peggy Vyborny, CPA

Peggy Vyborny, CPA

Author's details

Name: Peggy Vyborny, CPA
Date registered: January 21, 2014

Email: pvyborny@orba.com

Biography

Peggy began her career at ORBA in 2003 and is a member of the firm’s Wealth Management, Not-For-Profit and Real Estate Groups. She has gained extensive experience providing auditing, accounting and tax services to a wide variety of clients, including many privately-held companies, not-for-profit organizations and individuals during her time at ORBA. Her specialties include analyzing financial statements, conducting tax planning and research, and providing training and support to clients.

Latest posts

  1. Wealth Management Group Newsletter – Summer 2017 — August 2, 2017
  2. Performing Preventive Maintenance is Key — July 24, 2017
  3. Should You Undo a Roth IRA Conversion? — November 15, 2016
  4. Real Estate Group Newsletter — Summer 2016 — August 12, 2016
  5. Get Smart with “Smart Buildings” — June 23, 2016

Most commented posts

  1. Three Benefits of Donor-Advised Fund Giving — 1 comment
  2. Should You Undo a Roth IRA Conversion? — 1 comment

Author's posts listings

2017
Aug 02

Wealth Management Group Newsletter – Summer 2017

ORBA’s Wealth Management Group Newsletter is a quarterly publication focused on effective wealth management. The Summer 2017 issue includes two articles: “A QCD Might Help You Meet Charitable Giving and Tax Savings Goals” and “How Disability Insurance Protects Your Finances from the Unexpected.”

2017
Jul 24

Performing Preventive Maintenance is Key

Do you know the physical condition of the properties that you own? As the owner, you need to understand how things are working and what needs improvement at your residential and commercial properties. A comprehensive preventive maintenance program inventories all interior and exterior equipment “hotspots” and tracks when routine maintenance should happen. This article shows how to create a formal schedule and budget for fixed asset repair and maintenance, taking into account labor requirements and tax considerations.

2016
Aug 12

Real Estate Group Newsletter — Summer 2016

ORBA’s Real Estate Group Newsletter is a quarterly publication focused on effective real estate practice management. The Summer 2016 issue includes two articles: “Ask the Advisor: How Can I Maximize Escalation Income?” and “FHA Developments Could Affect Your Profitability.”

2016
Jun 23

Get Smart with “Smart Buildings”

Smart buildings are bringing dramatic changes to the real estate industry. As owners and investors begin exploring how these technologies can help them and their bottom lines, they will likely jump on the proverbial bandwagon sooner rather than later. This article explains that, while smart buildings typically provide some green benefits (that is, benefits related to energy and sustainability), they also go beyond energy efficiency to address operational issues — such as building and equipment performance and maintenance — that, in turn, allow better capital planning.

2015
Dec 21

Wealth Management Group Newsletter – Winter 2015

ORBA’s Wealth Management Group Newsletter is a quarterly publication focused on effective wealth management. The Winter 2015 issue includes two articles: “When Selling Your Business, Have a Retirement Backup Plan” and “Year-End Planning Tips to Lower Your Tax Bill.”

2015
Oct 26

Three Benefits of Donor-Advised Fund Giving

A donor-advised fund (DAF) comprises contributions made separately and independently by individual donors. The fund maintains legal control of the contributions, and donors retain advisory privileges regarding investments and fund distributions. This brief article examines how DAFs can be particularly beneficial for charitable-minded, high-income individuals.

2015
Sep 16

Property Tax Assessments

Property taxes often represent a significant chunk of an owner’s annual expenses. Even when tax bills are high, many taxpayers simply accept the billed amounts calculated by their assessors. But that may not be wise, as a recent case in California illustrates. This article explains how the California Court of Appeals, applying property tax laws similar to those in some other jurisdictions, found that a county’s assessment improperly inflated a hotel’s value, thus improperly inflating the hotel’s property taxes.

2014
Sep 18

My Fund Portfolio Manager is Leaving! What Should I Do?

A quality fund portfolio manager (PM) can be influential in the overall success of an investment plan, so it can be disconcerting when one leaves. But that does not necessarily mean that an investor should jump ship. This blog discusses some of the considerations involved in evaluating both the old and new PM, in light of the type of fund involved, management style and past performance.

2014
Sep 17

Wealth Management Group Newsletter – Fall 2014

The Fall 2014 Wealth Management Group Newsletter includes two articles, Revise Your Estate Plan to Cover Health Care Directions and A Primer on the Timing of RMDs.

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