December 4, 2018 |
What Is Bunching of Charitable Contributions?
Since the new tax laws in place doubled the standard deduction to $12,000 for single tax payers and $24,000 for those married filing jointly, this ...
Learn MoreWhat Is Bunching of Charitable Contributions?
Since the new tax laws in place doubled the standard deduction to $12,000 for single tax payers and $24,000 for those married filing jointly, this means that you need to understand how this affects your itemized deduction planning.
There are changes that repeal or limit many itemized deductions, such that in 2018, 90% of taxpayers will be using the standard deduction. For anyone who is contemplating the standard deduction rather than itemizing, consider putting all of your charitable contributions across alternate years if this will enable you to itemize in a future year but take the standard deduction one year. 
Schedule a meeting with a member of our advisory team
Author: ron_rasco
December 3, 2018 |
Do Beneficiary Designations Really Matter After Your Second Marriage?
Your estate planning documents certainly need to be updated after you get married for a second or third time, but have you overlooked this common ...
Learn MoreNovember 29, 2018 |
What Is an I Love You Will?
Since the federal estate tax exemption is at an historically high level of over $11 million, this leads to many questions brought by a client ...
Learn MoreNovember 28, 2018 | fiduciary
Avoiding Trustee Issues
An uncooperative trustee named as responsible for your trust management could prove especially problematic for your loved ones but only after the fact when you ...
Learn MoreNovember 26, 2018 |
Two Trust Tips for Blended Families and Second Marriages
Contemplating your estate planning considerations after getting married for a second time is especially important because there are critical issues that could easily be overlooked ...
Learn MoreNovember 21, 2018 |
Where Have You Stored Your Important Information?
When your loved ones come home to help you deal with a significant medical crisis or even to help you wrap up your estate after ...
Learn MoreNovember 20, 2018 |
What Can You Learn from Stan Lee’s Estate Planning?
Stan Lee recently passed away and details show that his tangled estate planning could be a complicated web for heirs to navigate. Unfortunately, far too ...
Learn MoreNovember 19, 2018 |
Your Estate Planning Review Year-End
Has your life changed at all in the last year? Did you have estate plans contingent on prior versions of tax law that are no ...
Learn MoreNovember 14, 2018 |
Communication Is Key with Estate Planning- Don’t Forget It!
Many families avoid the process of estate planning altogether but even those who take the necessary steps to schedule a consultation with an estate planning ...
Learn MoreNovember 13, 2018 |
Should You Use an Educational Trust?
Often grandparents are the ones asking questions about whether or not to use an educational trust. This raises further questions about whether or not one ...
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
Inflation, Uncertainty, and the Value of a Coordinated Advisory Team
Inflation affects more than your portfolio. Learn why coordinating your financial advisor, CPA, and estate planning attorney can help protect wealth, improve tax efficiency, and ...
<p>The post Inflation, Uncertainty, and the Value of a Coordinated Advisory Team first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Why Work With Omni360 Advisors? A Holistic Approach to Wealth, Business, and Legacy Planning
Discover how Omni360 Advisors helps business owners, executives, and multigenerational families navigate wealth management, business planning, tax strategy, and legacy planning through a coordinated advisory ...
<p>The post Why Work With Omni360 Advisors? A Holistic Approach to Wealth, Business, and Legacy Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility
Learn how Spousal Lifetime Access Trusts (SLATs) can help families transfer wealth, reduce potential estate taxes, and maintain financial flexibility for future generations. For many ...
<p>The post Spousal Lifetime Access Trusts (SLATs): A Strategic Tool for Wealth Preservation and Family Flexibility first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
