12.02.2024
Medicare Part B Increases for 2025
No Medicare surprises for 2025. As expected, the standard monthly premium for Medicare Part B enrollees will be $185, up $10.30 from 2024. The annual …
Blog
11.27.2024
Inventorying Your Possessions
Only 47% of Americans have completed home inventory, despite the fact that more than 3 million Americans were displaced by natural disasters in 2023. It’s …
11.25.2024
New Retirement Contribution Limits for 2025
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Individual Retirement Accounts (IRAs) Traditional IRA contribution limits …
11.22.2024
From Our Families To Yours
The warmth of the holiday meal beckons. Thanksgiving is a time for gathering with loved ones and observing gratitude. So, as you gather around the …
11.20.2024
Considerations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to …
11.18.2024
Social Security: Five Facts You Need to Know
Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five …
11.13.2024
Year-End Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves …
11.11.2024
Happy Veterans Day
On November 11, we honor the bravery and sacrifice of those who have served America in the armed forces. It is also a time to …
11.06.2024
Women’s Progress in Wealth and Retirement Planning
In recent years, women have made significant strides in financial empowerment and retirement planning. More women than ever are managing their own finances, planning for …
11.04.2024
Understanding the New Rules for Required Minimum Distributions (RMDs)
With recent changes to the rules around Required Minimum Distributions (RMDs), it’s important for anyone with retirement accounts to stay informed. The regulations now impact …
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>
