Month: January 2015
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Careers/Open Positions
Explore all available job
listings and become a part of an amazing team.
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
Should You Prioritize Charitable Giving in 2025 — or Wait Until 2026?
With major tax law changes set to take effect in 2026, now may be the ideal time to evaluate your charitable giving strategy. Learn how ...
<p>The post Should You Prioritize Charitable Giving in 2025 — or Wait Until 2026? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
New IRS MATH Act Brings Clarity — Why Business Owners & High Net Worth Families Should Care
The IRS MATH Act, signed into law in late 2025, requires the IRS to “show its math” when it flags errors — meaning clearer notices, itemized adjustments, and a 60‑day window ...
<p>The post New IRS MATH Act Brings Clarity — Why Business Owners & High Net Worth Families Should Care first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Strengthen Your Retirement Strategy with a Roth 401(k): Tax-Free Growth for the Future
Discover how a Roth 401(k) can enhance your retirement plan with tax-free growth and flexible distribution options—ideal for high earners and long-term planners. Why a Roth 401(k) Might Be the Missing Piece in Your Retirement Plan When it comes to planning for retirement, diversification isn’t just about what’s in your portfolio—it’s also about ...
<p>The post Strengthen Your Retirement Strategy with a Roth 401(k): Tax-Free Growth for the Future first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
