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 …
Blog
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 …
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 …
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 …
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Recent Posts
New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026
Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth ...
<p>The post New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post What Venezuela’s Recent Upheaval Reveals About Global Uncertainty — And Why Diversification Matters for Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
