Industries
Overview
Colin O’Neill is a member of ORBA’s Tax Group. Colin is adept with preparing individual, partnership, corporate and fiduciary tax returns, as well as completing tax projections and contributing to tax planning projects.
Industries
Overview
Colin O’Neill is a member of ORBA’s Tax Group. Colin is adept with preparing individual, partnership, corporate and fiduciary tax returns, as well as completing tax projections and contributing to tax planning projects.
Proactive
Colin is attentive and relies on his communications skills to address his clients’ various tax inquiries in order to collect information for accurate tax return completion. He also relies heavily on his research skills to substantiate client deduction claims. Colin takes pride in finding innovative ways to help clients reach their goals.
Outside of the Office
Growing up in Montana, Colin enjoys spending time in the outdoors camping and fishing. He lives an active lifestyle and enjoys running along Chicago’s lakefront.
Certifications & Licenses
- Certified Public Accountant
Education
- B.S., with honors, Accounting, University of Montana
- Juris Doctor, The John Marshall Law School
Blogs
Working Remotely? Watch Out for Double Taxation
More people are working remotely these days and that trend seems unlikely to change even after the pandemic is over. Remote work can be convenient. However, it raises the risk of double taxation if employees work in different states from their employers. Here is what you need to know — and what you can do […]
Minimizing Taxes on Employer Stock in Your 401(k) Plan
If you are approaching retirement and your 401(k) plan contains significant holdings in appreciated employer stock, you may be able to minimize your tax liability related to that stock. This strategy, which takes advantage of the net unrealized appreciation (NUA) rules, is not right for everyone, but it is worth exploring before you start withdrawing […]
Newsletters
Wealth Management Group Newsletter – Fall 2024
ORBA’s Wealth Management Group’s 2024 Fall Newsletter describes the 7.5% rule for deducting medical expenses and advises business owners on sound exit strategies.
Wealth Management Group Newsletter – Fall 2023
ORBA’s Wealth Management Group’s 2023 Newsletter advises on options for a 401k after leaving a job and and explains the favorable rules for traders over investors.
Wealth Management Group Newsletter – Winter 2021
ORBA’s Wealth Management Group Newsletter outlines the strategy and advantages of phased retirement and describes several general transfer strategies using trusts such as GRATS and CLATs, as well as interfamily loans.
News
ORBA Welcomes New Additions to Tax, Accounting Services Departments
CHICAGO — Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest public accounting firms, is pleased to welcome Ashley Cejka, Colin O’Neill and Mallory Parker to its Tax Department. The firm also welcomes Carolyn Callahan and James Knowles to its Accounting Services Department. Ashley Cejka, CPA brings more than five years of public accounting experience […]
