Article-51

March 30, 2012 |

One of the Biggest Problems of Dying as a Resident of New Jersey

It’s not uncommon for my out-of-state relatives & friends to utter some variation of the phrase “I wouldn’t be caught dead in New Jersey.”  Just ...

Learn More
Article-97566

February 7, 2012 |

An Introduction to Asset Protection Planning

Almost everyone knows someone who had a problem and lost everything. Claims can, for example, allege professional liability, responsibility for a car accident, or unpaid ...

Learn More
Article-42

January 3, 2012 |

What is Probate?

Something I am asked regularly is “what is probate?”  Often, that question is followed up with “how do I avoid probate?”  I always find it ...

Learn More
Article-97565

December 9, 2011 |

Jeeves & the Estate Home: So What Exactly is an Estate Plan Anyway?

While out driving yesterday, I passed a sign put up by a builder seeking to sell “Estate Homes.”  Despite the fact that I deal with ...

Learn More
Article-97564

February 26, 2010 |

Protecting Your Clients From Sales & Use Tax Liability

NOTE: THIS ARTICLE WAS CO-AUTHORED BY  CHIRAG N. PATEL, ESQ. , SENIOR ASSOCIATE WITH SHAH & ASSOCIATES, P.C.  Whether our clients are purchasing an existing ...

Learn More
Article-34

November 9, 2009 |

Estate Tax reform coming soon… or is it?

What can accountants and financial advisors tell their clients to expect from Congress with respect to Estate Tax reform? According to a recent article in ...

Learn More
Article-97561

October 11, 2009 |

What do you need to address for your family?

Your goal may be making sure your children & spouse are financially secure and to protect your assets from those who may ‘attack’ them. Perhaps ...

Learn More
Article-97562

June 1, 2009 |

Estate Planning for Non-Citizen Spouses

When one or both spouses in a married couple living in the United States are not citizens of the United States, special planning may be ...

Learn More
Article-97563

April 13, 2009 |

What Happens If I Die Without a Will?

A Last Will & Testament (commonly referred to as simply a Will) is a document that disposes of your property at the time of your death. A common ...

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>