May 15, 2014 | Durable Power of Attorney
Changing Your Power of Attorney
What if you already executed a power of attorney some years ago and now want to change that person? Is it as simple as revoking ...
Learn MoreChanging Your Power of Attorney
What if you already executed a power of attorney some years ago and now want to change that person? Is it as simple as revoking the old one and creating a new one? Make sure you’ve investigated whether your power of attorney is “durable” or “springing”. What’s the difference?
(Photo Credit: monkeyoffyourback.com)
Schedule a meeting with a member of our advisory team
Blogs for May 2014
May 14, 2014 | Beneficiaries
Banking on an inheritance? Don’t count your chickens before they hatch!
New research from the Insured Retirement Institute shows that although nearly two-thirds of older individuals considered leaving an inheritance behind important in the past, those ...
Learn MoreMay 13, 2014 | Asset Protection Planning
Will your good deed go unpunished?: Limiting nonprofit individual liability
A common question from trustees, officers, directors and volunteers at nonprofit organizations is to what extent these individuals face liability as representatives of the organization. ...
Learn MoreMay 12, 2014 |
New York Tax climate improves slightly, according to Tax Foundation
An estate that is worth more than $1 million is a bit more common in New York than in other states, but for much of ...
Learn MoreMay 9, 2014 | Asset Protection
Side Business? Silent Partner? What’s the Risk? Duties of non-manager members of LLCs
If you are interested in creating a managed multi-member LLC, one of the most popular questions for individuals in this position is whether non-manager members ...
Learn MoreMay 9, 2014 |
Side Business? Silent Partner? What’s the Risk? Duties of non-manager members of LLCs
If you are interested in creating a managed multi-member LLC, one of the most popular questions for individuals in this position is whether non-manager members ...
Learn MoreMay 8, 2014 | Estate planning
Do You Have a Digital Fortune?
The estate planning landscape is changing, and it’s because our approach to determining assets is changing, too. According to a survey by McAfee, Americans believe ...
Learn MoreMay 7, 2014 | Asset Protection Planning
For Student Loans – Read the Fine Print: Risks for Student Loan Borrowers and Co-Signers
The details matter when it comes to getting a signature on your student loan agreement: it turns out that some private student loans have a ...
Learn MoreMay 6, 2014 | Estate Plan
Put Your Trust in a Trust
Now is a great time to evaluate how using a trust can help you achieve your financial goals. The federal gift tax and estate tax ...
Learn MoreMay 5, 2014 | Administration
Thanks, But No Thanks. State Estate Taxes & Disclaimer-Based Approach
Twenty-one states have their own estate taxes, including New York and New Jersey. Many of these states have exemption amounts beneath the federal exemption, so ...
Learn MoreBrowse our Archives
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Payment Portal
for Tax and Accounting invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
Retirement Planning Is More Than Saving: Building a Strategy for Your Next Chapter
Explore retirement planning strategies for business owners and families, including retirement income, taxes, investments, healthcare, and legacy planning. Retirement Planning Begins With a Bigger Question ...
<p>The post Retirement Planning Is More Than Saving: Building a Strategy for Your Next Chapter first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Tax Planning for Jewelry Business Owners: Entity Structure, Inventory Valuation, and Year-End Opportunities
Explore tax planning considerations for jewelry business owners, including LLC and S corporation structures, diamond inventory valuation, and year-end decisions. When Business Success Creates More ...
<p>The post Tax Planning for Jewelry Business Owners: Entity Structure, Inventory Valuation, and Year-End Opportunities first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Making More Money? Why Cash Flow and Tax Planning Matter More Than Ever
Discover how business owners can use cash flow forecasting, financial reviews, and proactive tax planning to manage profitability and avoid costly surprises. Growing Revenue Is ...
<p>The post Making More Money? Why Cash Flow and Tax Planning Matter More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
