Article-4406

July 28, 2016 |

Comparing What You Need to Know About the Presidential Tax Reform Proposals in 2016

It’s expected that tax policy will be one of the biggest issues in the 2016 presidential campaign. To understand how various presidential candidates, view this ...

Learn More
Article-4404

July 27, 2016 |

Planning Mistakes to Avoid if You Have a Special Needs Child

There are several different mistakes you can avoid when setting up future plans for your disabled child. An individual with special needs will have concerns ...

Learn More
Article-4399

July 25, 2016 |

Key Steps to Take to Improve Your Retirement and Estate Planning Outlook

When you are approximately five years away from retirement, you need to make sure you follow the five steps below in order to protect your ...

Learn More
Article-4394

July 21, 2016 |

The Pros and Cons of Living Trusts vs. Wills

Wills and trusts are both essential estate planning tools. A living trust cannot address everything like naming a guardian for your minor children, so even ...

Learn More
Article-4391

July 20, 2016 |

Using a Will Can Help to Eliminate Confusion

While many people understand the benefits of having a will, they still avoid putting one together. Without a will, all of your heirs may become ...

Learn More
Article-4387

July 19, 2016 |

What You Should Know About Retirement & Planning and Alzheimer’s

If you believe that you have an elderly loved one possibly impacted by Alzheimer’s, it is important to consider this as a unique opportunity for ...

Learn More
Article-4384

July 18, 2016 |

Should You Be Concerned About the New Nevada Commerce Tax?

Nevada has recently instituted a new tax referred to as the commerce tax. This tax is calculated on any gross receipts higher than $4 million ...

Learn More
Article-4381

July 14, 2016 |

What’s the Problem with Outright Distributions and Gifts?

 If you’re thinking about passing on parts of your estate to your beneficiaries, this is certainly a worthwhile goal but it’s one that should be ...

Learn More
Article-4376

July 13, 2016 |

Are You Prepared to Deal with Critical Illness?

Most people are aware of the benefits of saving for retirement, or even setting up a meeting with an estate planning attorney. But what about ...

Learn More
Article-4373

July 12, 2016 |

The Concerns of the Sandwich Generation

Everyone can benefit from estate planning, but this is especially true for adult children who find themselves sandwiched between caring for their own young children ...

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

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Are You Paying Taxes Today That You Could Be Planning Around?

Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...

<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>