January 7, 2021 |
Study Finds High Net Worth Individuals Preparing for Possible Tax Increases
Tax increases on local or the state level could be levied against real estate in the near future. A new CNBC millionaires’ survey identified ...
Learn MoreStudy Finds High Net Worth Individuals Preparing for Possible Tax Increases
Tax increases on local or the state level could be levied against real estate in the near future. A new CNBC millionaires’ survey identified that 43% of millionaires shared that they already pay too much in taxes. Many of those millionaires are bracing for a potential tax hike in the next year due to the new presidential administration.
Schedule a meeting with a member of our advisory team
Author: ron_rasco
January 6, 2021 |
Irrevocable Trusts and Crummey Powers
If you created an irrevocable trust in 2020, you need to ensure that certain kinds of gifts that are made to the trustee to pay ...
Learn MoreJanuary 5, 2021 |
Tax Authorities Claim That Executors Undervalued Prince’s Estate
Controversy was generated when pop singer Prince passed away without a will or any other estate plan in place. Calculations from the IRS indicated ...
Learn MoreJanuary 2, 2021 |
Who Should Serve as a Trustee?
Whether you choose to go with an irrevocable trust or a revocable trust, it’s important to think about the person who will be installed in ...
Learn MoreDecember 30, 2020 |
How Do I Get Rid of a Timeshare as Part of Estate Planning?
If you are a New Jersey resident and also own property in a timeshare, you need to make sure this is accounted for in your ...
Learn MoreDecember 23, 2020 |
Should You Create an Irrevocable Trust for Your Spouse?
Trusts are a popular estate planning strategy because they accomplish multiple goals at once, including privacy, greater layers of control and allowing for support to ...
Learn MoreDecember 22, 2020 |
Is Now the Right Time to Use Your Lifetime Gift Exclusion?
If you currently own an asset that you anticipate is going to appreciate over the coming years, you may want to take advantage of exclusions ...
Learn MoreDecember 17, 2020 |
What Is Portability as It Relates to My Estate?
The Tax Relief Unemployment Insurance Reauthorization and Job Creation Act was signed into law in December 2010. This made significant changes to federal estate taxes, ...
Learn MoreDecember 16, 2020 |
What is a Charitable Lead Trust?
There are many different kinds of trusts and you might use one or more to accomplish the goals in your estate plan. Because trusts can ...
Learn MoreDecember 16, 2020 |
Can I Reduce My Estate Taxes by Paying for Education Now?
If you are looking ahead to your future estate taxes and looking for a strategy to minimize them, a consultation with an estate planning lawyer ...
Learn MoreSchedule 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
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>
The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them
A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Are You Paying Taxes Today That You Could Be Planning Around?
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
