Article-2951

November 28, 2014 |

Study Shows Higher Confidence About Retirement

According to new research from the Employee Benefit Research Institute, Americans who are approaching the retirement window are more confident than in recent years. The ...

Learn More
Article-2948

November 26, 2014 |

Thanksgiving Message from Neel Shah, Managing Attorney

We have so much for which to be thankful this year.  Managing attorney Neel Shah recorded this quick video with his wife, Pinky Shah of NJ ...

Learn More
Article-2941

November 25, 2014 |

Can You Trusts and Estate Advice From a Non-Attorney?

Most people putting together a comprehensive estate plan may involve other professionals like a CPA, Financial Advisor or Insurance Professional, but you should always be ...

Learn More
Article-2938

November 24, 2014 |

Key Tips for Out-of-State Retirement

A new report from Bankrate has reviewed the best state for retirees to head off to in their golden years, and Florida did not make ...

Learn More
Article-2934

November 20, 2014 |

To Convert Or Not To Convert: Roth IRAs

Any decisions you make about converting your Roth IRA should be evaluated in light of taxes and your entire estate plan. You need to consider ...

Learn More
Article-2931

November 19, 2014 |

Protecting Inherited Assets in Divorce

Divorce generates a lot of difficult questions about property division, but one of the most challenging questions you don’t want to have to consider is ...

Learn More
Article-2927

November 18, 2014 |

Does Moving Influence Your Estate Plan?

In the midst of a crazy move, no one will blame you if you forget about the possible impact on your estate plan. Once you’ve ...

Learn More
Article-2922

November 17, 2014 |

Single Member LLC’s: Opening Exposure to Veil Piercing

A recent decision from the Wyoming Supreme Court highlights the dangers of having a single member LLC. Known as “veil piercing”, when an LLC is ...

Learn More
Article-2919

November 14, 2014 |

Key Questions When Putting Together the Powers Clause of a Will

A will typically has many different clauses within it that your attorney will walk you through during the drafting process. The most common clauses are ...

Learn More
Article-2916

November 13, 2014 |

Gun Trusts: A Basic for a Smooth Collection Transfer

While there are many resources out there to help you plan for the future of more typical assets, like stock and pond portfolios, it’s just ...

Learn More

Browse 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

Top 5 Questions Franchise Owners Ask Their Accountants and Advisors

Discover the top financial and advisory questions franchise owners ask about taxes, cash flow, entity structure, growth planning, and long-term wealth strategies. Owning a franchise can offer tremendous opportunities for growth, scalability, and long-term wealth creation. However, whether you are ...

<p>The post Top 5 Questions Franchise Owners Ask Their Accountants and Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Estate Planning and Long-Term Care: What Families Should Consider

Explore how estate planning intersects with long-term care, Medicaid considerations, tax planning, and multigenerational wealth transfer strategies. Estate Planning and Long-Term Care: What Families Should ...

<p>The post Estate Planning and Long-Term Care: What Families Should Consider first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Q2 2026 Momentum: Why Mid-Year Retirement Plan Reviews Matter

Discover why the second quarter is an ideal time for retirement plan “spring cleaning,” including participant engagement, plan design reviews, and strategic opportunities for business owners and sponsors. As the second quarter unfolds, ...

<p>The post Q2 2026 Momentum: Why Mid-Year Retirement Plan Reviews Matter first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>