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Renee Andrews-Tushinski, CPA

Renee Andrews-Tushinski, CPA

Author's details

Name: Renee Andrews-Tushinski, CPA
Date registered: October 2, 2013

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

Biography

Renee has made a career as a public accountant. Her more than 14 years of experience has been all in the area of taxation. She has been with ORBA since 2005 and focuses much of her efforts on trusts and estates, as well as in working with high net worth clients. Before joining the ORBA team, she was a public accountant in the trust/tax department of a bank. Renee has always put her clients' needs first. She takes pride in her hands on approach and makes each client relationship an important one. She has found a home at ORBA, which has built a reputation on those close, one-on-one relationships. In addition, Renee is able and willing to work long hours to ensure her clients' needs are being met. Working by the golden rule, she believes it’s important to treat each client in a manner that she would want to be treated.

Latest posts

  1. Leaving a Financial Road Map for Your Loved One — September 12, 2017
  2. Wealth Management Group Newsletter – Fall 2016 — October 20, 2016
  3. Is Your Estate Plan Ready for the 21st Century? — March 29, 2016
  4. Wealth Management Group Newsletter — Spring 2016 — March 18, 2016
  5. The BDIT: Realize Estate Planning Benefits While Retaining Control — August 31, 2015

Author's posts listings

2017
Sep 12

Leaving a Financial Road Map for Your Loved One

We do not like to think about dying or becoming incapacitated due to illness, but it is important to be prepared.  In the event you become incapacitated or die, does your spouse or loved one know what assets you have or where they are located?  Do they know what bills need to be paid or how to pay them?  This article provides some questions and answers your loved ones need to know.

2016
Oct 20

Wealth Management Group Newsletter – Fall 2016

ORBA’s Wealth Management Group Newsletter is a quarterly publication focused on effective wealth management. The Fall 2016 issue includes two articles: “What Needs to be Done with Your Finances After Your Spouse Dies” and “Contingency Planning: Don’t Let a Disaster Disrupt Your Life.”

2016
Mar 29

Is Your Estate Plan Ready for the 21st Century?

Estate plans account for physical assets, such as real estate, art and collectibles, and vehicles. But do they cover “digital” assets such as e-mail and online bank accounts? If digital assets aren’t included in the estate plan, the deceased’s family members may have difficulty accessing them without going to court. This article explains how to include digital assets in an estate plan.

2016
Mar 18

Wealth Management Group Newsletter — Spring 2016

ORBA’s Wealth Management Group Newsletter is a quarterly publication focused on effective wealth management. The Spring 2016 issue includes two articles: “Estate Plans Come with Income Tax Strategies” and “Checklist for Protecting Your Child’s Financial Future.”

2015
Aug 31

The BDIT: Realize Estate Planning Benefits While Retaining Control

After working hard your entire life to build your net worth, it is normal to not want to give up control of your property, as is required for certain estate and asset protection strategies. A relatively new trust — the beneficiary defective inheritor’s trust (BDIT) — provides powerful estate tax planning benefits while allowing you to retain control of your property.

2015
Jan 13

Smoothing the Ups and Downs—Help Protect Your Portfolio Against Market Volatility

Financial advisors warn inexperienced investors of the possibility of stock market volatility, yet when the going gets rough, some react irrationally and begin selling when it is not warranted. This blog explains how seasoned investors use such tools as the Volatility Index (VIX) to better understand risk and provides strategies designed to lessen the effects of volatility on an investment portfolio.

2013
Oct 02

Your Estate Tax Exemption Remains Portable

Portability allows one’s estate to elect to permit the surviving spouse to use any of the decedent’s available estate tax exemption that is unused at death. The American Taxpayer Relief Act of 2012 has made the portability provision permanent. It is a simple solution and provides flexibility if the couple has not done sufficient estate planning before the first spouse dies. This article explains why portability is not always the best option for couples.