Why Estate Planning Matters for Everyone

everyone needs estate planning

Ask the average person about estate planning, and they may think “Well, that’s for the rich!” That’s not true, and at some level, estate planning is necessary for everyone. Here are just 5 areas of your life that estate planning impacts: 1.   Your assets. What will happen to your assets when you die? Planning for death […]

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Retirement Revised

retirement planning at Orcutt Financial

What exactly are the aspects of retirement that you should be aware of? The list is much longer than this, but here are just a few factors that are great to be aware of, no matter your age: We’ve living longer. The average life expectancy is now around age 79! Being that it’s an average, […]

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How Your Business Can Attract Talent (INFOGRAPHIC)

Attracting and retaining talent is on the mind’s of many small business owners today. Take a look at this Orcutt Financial infographic to learn ways you can attract top talent in the coming months and years.

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Get to Know Rachel Hardy, Bookkeeper

Rachel Hardy, a Bookkeeper at Orcutt Financial, works at our West Chester office. Rachel has been with our team for almost a year and a half. On a day-to-day basis, you can find Rachel reconciling bank accounts and making sure financial statements are accurate and up-to-date for clients. She also helps to ensure individual 1040 […]

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Tax Implications of Selling Your Home

Selling your home? Did you own and live in the home for two of the last five years? If the answer is yes, there are some tax benefits if you make a profit on the sale. If you fit the criteria described, you’ll be able to exclude up to $500,000 of the gain from your […]

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Get to Know Twyla Bradshaw, Tax Preparer

Twyla Bradshaw, an individual tax preparer at Orcutt, celebrates 20 years with us this month. Twyla, who specializes in ministers’ tax return preparation, says she enjoys helping clients with the entire tax planning process, among other things she enjoys in her role. “I enjoy helping relieve clients’ anxiety they have regarding filing their tax returns. […]

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Orcutt & Company: Our Financial Services [Infographic]

Did you know we offer these services?

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Tips to Help You Improve Your Business’ Financial Health

Even with good intentions, this is the time of year in which some of us start to give up on our personal resolutions to become healthier… Whether or not you’ve been successful at losing weight or eating healthier so far this year, you can still work on the financial health of your business. Here are […]

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Meet Kristi Hahn

Meet Kristi Hahn, who focuses on individual and trust tax returns at Orcutt & Company. This year marks her 8th tax season with us. Keep reading to see what she enjoys the most about her role and who she looks up to for her outlook and resilience. What do you enjoy about your role? Matching […]

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New Changes on Benefits Limits

Do you have a retirement plan for your employees? Here are the contribution limits for the 2019 tax year to be aware of: For defined contribution plans—such as 401(k), 403(b) and 457 plans—the contribution limits have increased to $19,000, up $500 from last year. The catch-up contribution limit remains at an additional $6,000 for participants […]

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Get to Know Heather Christie, Payroll Specialist

Heather Christie is a Payroll Specialist who has been with Orcutt & Company for 6 years. Her role involves payroll processing and quarter-end payroll taxes for clients. Outside of work, she has many passions, including a love of photography as well as her “fur babies.” What do you enjoy about your role? The variety of […]

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Tax Tips for the Start of 2019

This can be a time when many business owners tidy up those loose (tax) ends! Here are three tips for you as you look ahead:   Contribute to a Tax-Qualified Retirement Plan We can help make sure you are aware of business tax deductions for costs related to running the plan and employer contributions to […]

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