Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re hoping for a refund or bracing for a bill, there’s still time to take control. At Omni 360 Advisors and Omni Tax, Consulting and Accounting, we’re here to help you navigate this crunch time with confidence—and turn tax season into a chance to fine-tune your financial plan. Let’s explore why your withholdings matter and how to adjust them now.
The Withholding Balancing Act
Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re hoping for a refund or bracing for a bill, there’s …
In a recent Fortune article titled “More than 8,000 family offices are revolutionizing wealth management. Are you rich enough to start one?”, the spotlight shines on the booming world of family offices. These private wealth management …
For many long-time business owners who have sold their businesses, understanding the tax implications of the transaction is crucial. One key consideration is the Net …
The SECURE 2.0 Act of 2022 introduced a significant update for individuals aged 60 to 63 who want to boost their retirement savings. This new …
Recent developments in tariff policies have made waves in global markets, leading to significant economic uncertainty. As highlighted in Jason Blackwell, CFA’s article, tariffs are …
The Corporate Transparency Act (CTA) and its Beneficial Ownership Information (BOI) reporting requirements are once again enforceable following a recent court ruling. Here’s what business …
On February 13, 2025, U.S. Senators Kevin Cramer (R-ND) and John Thune (R-SD) introduced the Death Tax Repeal Act, a bill aimed at permanently eliminating …
When people hear the word “trust,” they often assume it’s a tool reserved for the ultra-wealthy to pass down millions of dollars to future generations. However, trusts are not just for the wealthy. In fact, they can …
As 2025 begins, clients and advisors should be proactively planning to optimize their wealth strategies. With potential tax changes, the sunsetting of certain exemptions, and evolving regulations, staying ahead …
When it comes to estate planning, many high-net-worth individuals hesitate to transfer assets out of their control. A common misconception is that once assets are …
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