01.15.2025
Disability Insurance Awareness
Think you don’t need disability coverage? Think again. We draft a will. Create an estate strategy. And purchase life insurance. But few of us consider …
Blog
01.13.2025
Estate Planning Awareness Month
Plan for tomorrow, today. That seems like sensible advice, doesn’t it? Yet a surprising number of people leave no estate plan in place for their …
01.08.2025
Important Birthdays Over 50
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the …
01.06.2025
Stay on Track with the 2025 Retirement Calendar Checklist
Planning for retirement can feel overwhelming, especially when juggling financial, health care, and personal milestones. Our comprehensive “2025 Retirement Calendar Checklist” is here to help …
12.30.2024
CTA Latest Update
For those who have been following the court room drama involving the Corporate Transparency Act (CTA) over the last few weeks, you may have some festive …
12.18.2024
50 Ways a Financial Professional Helps Secure Your Financial Future
When it comes to managing your money, the right financial professional can make all the difference. While it’s tempting to think you can handle everything …
12.16.2024
9 Reasons to Meet with Your CPA Before Year-End
As the year winds down, it’s smart to schedule a meeting with your CPA. Changes in your financial situation, big purchases, or tax laws can …
12.11.2024
Social Security Benefits for Divorced Spouses
If you were married for more than 10 years and are now divorced, you may be able to claim Social Security benefits based on your …
12.09.2024
Injunction Halts (CTA/BOI) Filing Requirements
The OMNI360 Advisors team is committed to keeping our clients informed about significant legal and regulatory developments that may impact their businesses. On December 3, …
12.04.2024
Dirty Jobs: Fed Sees Through Murky Economic Data
There are some jobs that we just don’t want. The home plate umpire in the 9th inning of a major league baseball game. Fishing in …
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Careers/Open Positions
Explore all available job
listings and become a part of an amazing team.
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
Common Pitfalls After Unexpected Wealth—and How to Avoid Them
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025
Why This Matters Now If you own a small to mid-size business in New York or New Jersey, there’s an important compliance issue you can’t afford ...
<p>The post New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
