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Recent Posts
Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics

Discover why estate planning isn’t just for the wealthy. Learn the difference between wills and trusts, when to use them, and how to avoid probate to protect your family’s future. ...

The post Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now

The One Big Beautiful Bill Act is generating significant attention for its sweeping tax and business reforms. While the bill has passed the House of Representatives and ...

The post Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Your 2025 Financial Planning Guide: Key Tax Rates, Deadlines, and Contribution Limits

June 4, 2025

Planning ahead is key to financial success, and staying up to date on tax laws, deduction limits, and retirement contribution thresholds is a big part of that. Whether you’re managing personal investments, planning for retirement, or navigating education savings, the financial landscape in 2025 brings several updates you should know about. Understanding the latest tax brackets, Social Security thresholds, and contribution limits can help you make more informed decisions throughout the year.

From changes in standard deductions and tax credits to new figures for Medicare premiums and 401(k) catch-up contributions, this year’s financial data can have a direct impact on your wealth-building strategy. With deadlines scattered across the calendar, it’s more important than ever to review your financial plan early and often to avoid missed opportunities or costly mistakes.

At Omni 360, we provide comprehensive financial planning that helps you adapt and thrive, no matter how the numbers change. Whether you’re just getting started or fine-tuning your legacy strategy, our team is here to guide you. Contact Omni 360 today to take control of your financial future.
👉 Click here to download the 2025 Key Financial Data PDF.



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
Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics

Discover why estate planning isn’t just for the wealthy. Learn the difference between wills and trusts, when to use them, and how to avoid probate to protect your family’s future. ...

The post Why Every Family Needs an Estate Plan: Wills, Trusts, and Planning Beyond the Basics first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now

The One Big Beautiful Bill Act is generating significant attention for its sweeping tax and business reforms. While the bill has passed the House of Representatives and ...

The post Business Owners Impact Tax Proposal/Big, Beautiful Bill: What You Need to Know Now first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more