OMNI 360 Advisors: Comprehensive Tax, Legal, Financial, and Accounting Solutions for Every Stage of Life and Business
Let our in-house Certified Public Accountants, Enrolled Agents, Certified Financial Planners , Estate Planning Attorneys & Tax Lawyers, Investment Advisors, and Insurance Agents partner with you through life's opportunities & challenges.
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WHAT WE DO
Omni 360 Advisors is an integrated financial services, legal planning, and accounting firm* committed to a 360 approach to creating and implementing powerful life and legacy plans for our clients long-term success.
*see disclosure below
Who We Help
Entrepreneurs and Business Owners
Omni 360 supports business owners and entrepreneurs through tax planning strategies, estate tax and distribution strategies, insurance needs analysis, cash management and succession planning. Other services offered include assistance with managing variable income and liquidity events, sudden money management and retirement planning, including maximizing owner/partner benefits as well as establishment and servicing of company retirement plans.
Pre-Retirees/Retirees
Omni 360 assists retirees with their full spectrum of financial needs. These include aligning retirement investments with overall goals, developing retirement income distribution strategies, helping clients understand their retirement payout options, creating Social Security maximization strategies, and providing estate tax and distribution planning, long-term-care planning and retirement scenario planning.
Executives and Professionals
Omni 360 works with executives and professionals from leading companies to maximize executive benefit plans, conduct retirement and other scenario planning, implement tax planning strategies and analyze stock options, restricted shares and other employer stock plans. We also devise strategies for deferred compensation planning, manage variable income streams and maximize pension payouts.
Your Wealth in Transition
For Individuals, Families, & Businesses in transition, Omni 360 Advisors provides comprehensive financial support and planning. Specific services offered include analyzing the tax consequences of inheritances, business exits/sales, settlements, cash flow and budgeting, real estate planning (for example, advice on selling a home or buying new property), second-marriage financial planning, long-term-care planning, end-of-life planning, and life insurance and long-term disability insurance planning.
Young Professionals/Families
Charting a Prosperous Path for Young Professionals: Your Financial Success, Our Priority. As you embark on your career journey, our comprehensive financial planning is designed to guide you through the maze of decisions, helping you secure a stable future. We understand the unique challenges you face – from managing student loans to optimizing your early-career earnings – and we're here to provide expert insights that align with your ambitions.
News and Insights
HAPPY NEW YEAR AND WELCOME TO 2024!
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PROACTIVE YEAR-END TAX PLANNING
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and...
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Testimonials
Parthiv Shah
Neel and team did a great job explaining estate planning to my parents. His Gujarati is excellent and his analogies were spot on. Highly recommend.
Kamakshi Raman
We are extremely satisfied with the way our Trust / Estate planning was executed by Neel Shah esq / Siobhan Kinealy esq Team recently . The team was highly professional in understanding our needs ,and made us comfortable through out the process. I would certainly recommend Omni 360 Advisors for all our future financial planning & goals ! Thanks to the whole team !!
Shashin Shah
Neel Shah and Associates is a 5 star professional team that has helped our family not only with financial planning but with estate planning as well. Neel and his team can explain the complex legal and financial world in a way that makes sense and in a way that we can apply to our lives. The team is 💯 percent on top of the changing legal landscape. We recommend Shah and Associates with the highest regard.
Recent Posts
Why Your Tax, Investment, Legal, and Estate Planning Advisors Should Work as One Team
Discover why integrating your tax advisor, investment advisor, and estate planning attorney leads to more cohesive, tax-efficient, and legacy-focused financial outcomes. For many successful individuals ...
<p>The post Why Your Tax, Investment, Legal, and Estate Planning Advisors Should Work as One Team first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Tax Deadline Is Approaching: What to Do If You’re Not Ready to File
Not ready to file your taxes before the deadline? Learn your options, potential penalties, and smart strategies to stay compliant and minimize financial impact. Tax ...
<p>The post Tax Deadline Is Approaching: What to Do If You’re Not Ready to File first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Advanced Planning Considerations Under the SECURE Act: Understanding the 10-Year Rule for Inherited Retirement Accounts
Explore planning considerations families may evaluate in response to the SECURE Act’s 10-year rule and how inherited retirement accounts can influence long-term tax and legacy planning. Advanced Planning Considerations: Navigating the 10-Year Rule for Inherited Retirement Accounts The SECURE Act introduced several significant changes to retirement planning, including the 10-year rule governing many inherited retirement accounts. For families with substantial IRA or retirement assets, ...
<p>The post Advanced Planning Considerations Under the SECURE Act: Understanding the 10-Year Rule for Inherited Retirement Accounts first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
