Article-2562

May 13, 2014 | Asset Protection Planning

Will your good deed go unpunished?: Limiting nonprofit individual liability

A common question from trustees, officers, directors and volunteers at nonprofit organizations is to what extent these individuals face liability as representatives of the organization. ...

Learn More
Article-2552

May 12, 2014 |

New York Tax climate improves slightly, according to Tax Foundation

An estate that is worth more than $1 million is a bit more common in New York than in other states, but for much of ...

Learn More
Article-2556

May 9, 2014 | Asset Protection

Side Business? Silent Partner? What’s the Risk? Duties of non-manager members of LLCs

If you are interested in creating a managed multi-member LLC, one of the most popular questions for individuals in this position is whether non-manager members ...

Learn More
Article-2549

May 9, 2014 |

Side Business? Silent Partner? What’s the Risk? Duties of non-manager members of LLCs

If you are interested in creating a managed multi-member LLC, one of the most popular questions for individuals in this position is whether non-manager members ...

Learn More
Article-2546

May 8, 2014 | Estate planning

Do You Have a Digital Fortune?

The estate planning landscape is changing, and it’s because our approach to determining assets is changing, too. According to a survey by McAfee, Americans believe ...

Learn More
Article-2543

May 7, 2014 | Asset Protection Planning

For Student Loans – Read the Fine Print: Risks for Student Loan Borrowers and Co-Signers

The details matter when it comes to getting a signature on your student loan agreement: it turns out that some private student loans have a ...

Learn More
Article-2540

May 6, 2014 | Estate Plan

Put Your Trust in a Trust

Now is a great time to evaluate how using a trust can help you achieve your financial goals. The federal gift tax and estate tax ...

Learn More
Article-2534

May 5, 2014 | Administration

Thanks, But No Thanks. State Estate Taxes & Disclaimer-Based Approach

Twenty-one states have their own estate taxes, including New York and New Jersey. Many of these states have exemption amounts beneath the federal exemption, so ...

Learn More
Article-2531

May 2, 2014 | 401K

Wisely Select Your IRA Beneficiary

If you have spent your working and pre-retirement years pouring into, rather than having to tap into, your retirement savings, congratulations! You’re on your way ...

Learn More
Article-2526

May 1, 2014 | Estate planning

The N.Y. State of Mind: Changes to New York Gift Tax and Estate Laws

At the end of March, Governor Cuomo approved changes to New York’s estate and gift tax laws while also making amendments to income tax rules. ...

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

The Historical Advantage of Equities and Bonds Over Cash Has Been Greater Over Longer Holding Periods

An analysis of rolling periods from January 1970 through August 2026 illustrates how the historical return advantage of equities and bonds over cash has varied ...

<p>The post The Historical Advantage of Equities and Bonds Over Cash Has Been Greater Over Longer Holding Periods first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

October 2026 Tax Deadlines: What Individuals and Business Owners Should Know

October 15, 2026 is an important federal tax deadline for many individuals and corporations that requested extensions. Here’s what taxpayers should know as the deadline ...

<p>The post October 2026 Tax Deadlines: What Individuals and Business Owners Should Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch

Explore the Q3 2026 economic outlook, including persistent inflation, changing Federal Reserve policy, cooling labor conditions, geopolitical risks, and considerations for long-term investors. The third ...

<p>The post Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>