Gift Ideas that Help to Teach Kids the Value of Money

As the holiday season approaches, consider celebrating the season while teaching loved ones a lesson on finances and money. These educational gift ideas can even help to establish good money habits for the future. Consider the following ideas: Buy a small Certificate of Deposit (CD) and watch with your child as interest grows over time; […]

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All in the Family (Business)

All In the Family If you’re a family business owner, how do you maintain harmony within the family, while at the same time grooming family members to succeed you? You can start by getting clear on expectations for everyone involved in the family business. Let’s take a closer look. Help Your Small Business Thrive The […]

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Giving Thanks to You

Giving Thanks to You It’s the perfect time of year to tell you how grateful and humbled we are to serve as one of your trusted advisors. We value and appreciate being able to serve you and the community for the past three decades—and we hope for years to come. We hope your Thanksgiving is filled […]

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Halloween Horror? These Facts & Figures May Scare You

Halloween: a time for candy, for spooky costumes…and—at least this year—a time for some scary facts and figures. Happy Halloween! It’s been estimated that taxes account for around 47.82% of the cost of an average kid’s costume, which equates to about $11.66. That can come from taxed synthetic fibers, tariffs for imported costumes, and more. (Source.) […]

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Get to Know Brogan Orcutt, Firm Administrator

This month we spotlight Brogan Orcutt, Firm Administrator at Orcutt & Company. As a member of the third generation in the family business, Brogan has been with the team nearly two years. On a day-to-day basis, you can find Brogan serving and supporting business clients and individuals, making sure their problems are solved. What do […]

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Orcutt & Company Celebrates 30 Years in Business

2018 marks our 30th year in business! We want to thank you, and all our clients over the past three decades, for giving us the opportunity to serve you. Over the years, three generations have had the opportunity to make an impact in our community. The first generation—Richard (Dick) and Nancy Orcutt, founded Orcutt & […]

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Have the Same Confidence As Your Millionaire Neighbor

The odds are good that at least one of the 7.8 million people who are millionaires in the United States lives near you. They may even be your neighbor! But a millionaire that is financially savvy isn’t always as recognizable as some may think. So what are a few of the habits and beliefs millionaires […]

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An Update: IRS Provides More Clarity On 20% Pass-Through Deduction [September 2018]

orcutt financial CPA IRS Provides Key Guidance

We now have updated guidance on the the Tax Cuts and Jobs Act from the IRS. As many of you know, there had been questions about if and how certain taxpayers—owners, partners, and shareholders in pass-through entities—could claim the 20% deduction on income. The recent guidance clarifies two major things, which we’ve simplified here: 1. […]

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Get to Know Vicki Bowman, Tax Manager

This month we spotlight Vicki Bowman, a Tax Manager at our West Chester office. Vicki has more than 33 years of experience in tax and accounting, providing a variety of tax services to business clients and individuals. What do you enjoy about your role ? I love helping people and interacting with them. I like […]

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Get to Know Debbie Brady, Tax Manager

This month we spotlight a Tax Manager on our team, Debbie Brady. Debbie has been with Orcutt for 12 years, and she has more than 20 years of experience in taxes and accounting—in both the private and public sector. What do you enjoy about your role?  I enjoy helping clients understand how taxes impact their personal […]

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Orcutt Team Members Take Special Mission Trip to Arizona

Did you know that several members of the Orcutt team went to Arizona with Lifeline Christian Mission ? Lifeline’s vision is to spiritually and physically minister to people around the world. Lifeline ministers to thousands in Haiti, Honduras, El Salvador, Cuba and Canada—and provides many volunteer opportunities right here in the United States. Orcutt team member Sherry […]

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Benefit Now, Pay Later: Here’s What to Know About NQDC Plans

“Qualified” retirement plans include 401(k) and SIMPLE plans. These plans offer tax-advantaged contributions and potential earnings. On the other hand, “Non-qualified” deferred compensation (also called NQDC) plans don’t typically include those same tax advantages, yet they help companies compete for and retain top employees. How so? Here’s one example: imagine an employee has maxed out […]

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