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Cari Shapiro - Omni360 Advisors

Cari Shapiro, CPA

Senior Accountant

Tax Reduction PlanningTax ServicesTax, Consulting & Accounting Services

ABOUT Cari

Cari is a team leader at Omni with a specialized focus on the jewelry industry. She is known for her ability to translate complex financial data into meaningful insights, helping clients understand the full story behind their numbers.

When she’s not reviewing financial statements, Cari enjoys spending time with her four children. Together, they love skiing, golfing, and gathering for big family dinners.

TEAMS

Gold Team

A BRIEF HISTORY

Cari earned both her undergraduate degree and MBA from Rutgers University. She began her career in public accounting at PricewaterhouseCoopers, where she performed audit work for a wide range of clients. She then moved into corporate finance at Johnson & Johnson, supporting their Personal and Consumer Care divisions with financial analysis and financial marketing initiatives.

Her passion lies in analyzing financial statements and uncovering the narrative they reveal—an approach she brings to every client engagement.

*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 Cari is engaged, or continues to be engaged, to provide investment advisory services.

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Recent Posts

Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners

For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...

<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Small businesses in New Jersey and New York may face new retirement plan compliance requirements in 2026. Learn who is affected, key deadlines, and important ...

<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever

Learn what a K-shaped economy means, how it affects investors and business owners, and why maintaining a diversified portfolio may help navigate an increasingly uneven ...

<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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