Article-95494

January 23, 2018 |

Should You Increase Your Gifts Given to Your Children?

  When thinking about passing on assets to future generations, a common question asked by many people is whether or not they should increase the ...

Learn More
Article-95490

January 22, 2018 |

Consider Your Estate Planning as Some Decisions That Could Last for Many Years to Come

Consider that by the time you are reading this article, some people who have already articulated their new year’s resolutions, may have broken them. Whether ...

Learn More
Article-95487

January 18, 2018 |

Revocable Living Trusts and Tax Treatment

If you were thinking about putting together a revocable living trust, this can be a powerful estate planning tool. It is one often chosen by ...

Learn More
Article-95484

January 17, 2018 |

Top Concerns for High Net Worth Clients in Light of New Tax Changes

Many people are taking the opportunity to look at their current estate plans and tax plans in light of new tax laws in the U.S. ...

Learn More
Article-95481

January 16, 2018 |

The New Tax Laws and Property Taxes In New Jersey

Are you getting ready to file your tax returns in New Jersey? Many people who rushed to pay their 2018 property taxes before December 1st ...

Learn More
Article-95478

January 15, 2018 |

How Assets Are Distributed: What You Must Know

If you do not have an estate plan, the state will create one for you by intervening on your behalf. When you pass away, virtually ...

Learn More
Article-95474

January 11, 2018 |

The Top Four Retirement Risks

As you look ahead towards your own retirement, do you think you’ve done enough planning? In volatile times, it’s hard to tell what kind of ...

Learn More
Article-95467

January 10, 2018 |

Top Things Entrepreneurs Get Wrong in Running a Business

There are so many different risks to think about and potential growth opportunities affecting entrepreneurs that far too many of them fall prey to missing ...

Learn More
Article-95471

January 9, 2018 |

What Did Whitney Houston, Michael Jackson And Prince All Do Wrong?

  The deaths of icons Whitney Houston, Michael Jackson and Prince rocked the world, but unfortunately, left their families burdened and broken-hearted with estate taxes ...

Learn More
Article-95464

January 8, 2018 |

Don’t Forget a Successor on Your 529 Plan

A 529 plan is one of the most common methods for people to plan ahead for their children with regard to education. 529 plans are ...

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

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>

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>