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Recent Posts
What Really Counts in Your Estate? (Hint: It’s Not Just What You Own)

Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term ...

The post What Really Counts in Your Estate? (Hint: It’s Not Just What You Own) first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Really Counts in Your Estate? (Hint: It’s Not Just What You Own)

Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term …

See more

Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of …

See more

Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy …

See more

How to Align Your Personal and Business Finances for Maximum Efficiency

Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal …

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Rebuilding Structure, Meaning, and Identity After an Exit

Selling a business is often the entrepreneurial dream, but the aftermath can feel like a void. …

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Flexible Trust Strategies in Today’s Evolving Tax Environment

Adaptable trust planning: Your key to preserving wealth amid tax uncertainties. In an era where tax laws are in constant flux, high-net-worth families and …

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Pennsylvania Aligns with Federal Grantor Trust Rules: What You Need to Know

In a significant move for estate planning and tax professionals, Pennsylvania has finally joined the rest of …

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Unwinding Concentrated Stock Positions: A Strategic, Tax-Efficient Approach

Learn how investors holding Apple, Tesla, or Berkshire Hathaway stock can reduce risk and manage taxes when diversifying. Why Concentrated Stock Holdings Are …

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The Financial Planning Blind Spot: Coordinating with Your CPA and Attorney

A solid financial plan covers everything from investments and retirement to taxes and estate planning. …

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Why Your Estate Plan Needs a Team: From Consultation to Execution

Estate planning is more than just drafting a will—it’s a comprehensive process that requires collaboration between various professionals to ensure your wishes are effectively executed. From consultation to drafting …

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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
What Really Counts in Your Estate? (Hint: It’s Not Just What You Own)

Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term ...

The post What Really Counts in Your Estate? (Hint: It’s Not Just What You Own) first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more