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Kelly Ditosto - Omni360 Advisors

Kelly Ditosto

Senior Tax Advisor & Accounting

Tax Reduction PlanningTax ServicesTax, Consulting & Accounting Services

ABOUT Kelly

Kelly holds a Bachelor of Science in Accounting from Villanova University and is a member in good standing with both the Pennsylvania Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She brings strong technical expertise, professionalism, and a thoughtful approach to her work, offering clients dependable guidance rooted in decades of experience.

TEAMS

Red Team

A BRIEF HISTORY

Kelly joined the firm in 2018 with more than 30 years of diverse public accounting experience across Pennsylvania and New Jersey. Throughout her career, she has worked with individuals, small businesses, and complex organizations, developing a well-rounded understanding of tax, accounting, and financial reporting. Her depth of knowledge and commitment to accuracy make her a highly valued member of the Omni team.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Kelly is engaged, or continues to be engaged, to provide investment advisory services.
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Recent Posts

Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore

Health care is one of the most significant and often underestimated retirement expenses. Explore Medicare, long-term care, and tax planning considerations for affluent families. When most people think about retirement planning, they focus on investment ...

<p>The post Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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The Risks of Concentrated Stock: Evaluating Single-Stock Exposure

A concentrated stock position can significantly impact portfolio risk and tax planning. Explore considerations for executives, founders, and business owners managing single-stock exposure. Success often creates complexity. For business owners, executives, ...

<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals

Review key 2026 Social Security updates and planning considerations for high-net-worth individuals, business owners, and multigenerational families. Social Security is often viewed as a baseline retirement benefit. For high-net-worth individuals and business owners, however, it can still play a meaningful role—particularly in the context of tax planning, ...

<p>The post 2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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