Article-118767

January 30, 2015 |

Shah & Associates Weekly Blog Summary – Week of January 26, 2015

Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. For the full ...

Learn More
Article-3066

January 29, 2015 |

Pampered Pooches and More: Woman Leaves $1 Million To Her Dog

A New York woman is making headlines because she hasn’t included her sons in her will, opting instead to leave everything to her dog. The ...

Learn More
Article-3063

January 28, 2015 |

Top Beneficiary Mistakes: Part Two

The bad news is that there are enough beneficiary mistakes to warrant two blog posts. The good news is that all of these are preventable ...

Learn More
Article-3060

January 27, 2015 |

Top Beneficiary Mistakes: Part One

Too often, the process of naming a beneficiary gets overlooked as the “easy part” of estate planning, but this also means that many mistakes can ...

Learn More
Article-3056

January 26, 2015 |

Veil Piercing Allowed: A Closer Look at Wyoming’s Recent Case

In a recent case out of Wyoming involving Greenhunter Energy and Western Ecosystems Tech, the Wyoming Supreme Court rendered a decision that allowed the piercing ...

Learn More
Article-3054

January 24, 2015 |

Shah & Associates Weekly Blog Summary – Week of January 19, 2015

  Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. Visit us ...

Learn More
Article-3046

January 21, 2015 |

Estate Planning: Not a One-Time Process

It’s not always easy to think about the inevitable or to get knee deep in the financial or other details of your estate plan, but ...

Learn More
Article-3043

January 19, 2015 |

Using Communication To Make Estate Planning Easier

Estate planning is a valuable exercise at just about any stage of life, but an often-overlooked aspect of planning has to do with communicating the ...

Learn More
Article-3040

January 19, 2015 |

Major Changes Ahead in Wealth Transfer

Over the next several decades, trillions of dollars will be passed on to younger family members, representing what is considered the largest transfer of wealth ...

Learn More
Article-3037

January 19, 2015 |

Estate Planning for Business Owners: Initial Tips

  Many business owners want to pass on the family business to their kids, but it’s important to remember that this should be a decision ...

Learn More

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

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>

New State Retirement Plan Requirements for Small Businesses in New Jersey and New York

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>

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>