Why Your Choice of Entity Matters for Business Succession & Tax Purposes
When you start your business, it’s easy to get overwhelmed with all the decisions you have to make, but this is no excuse for overlooking …
When you start your business, it’s easy to get overwhelmed with all the decisions you have to make, but this is no excuse for overlooking …
Once and done is a common rallying cry for online sites that promise you a template-generated will. However, it’s a big mistake to look at …
There’s always some concern during transition years that tax planning could be going through some major changes in the near future, prompting many to evaluate …
Many entrepreneurs have one thing in common: they tend to like to do everything by themselves, at least when the company is started. Over time, …
Now that Trump has been elected, it’s time to look forward to see what potential implications this has from a wealth and tax planning perspective. …
Don’t make the mistake of assuming that life insurance is an entirely separate asset outside of your estate plan. Many people set up their life …
Getting close to the point of retirement and thinking about it within the next five years should prompt discussions with these individuals about their next …
A power of attorney refers to your written approval for someone else to act on your behalf in business, legal or private affairs. Many people …
There’s no doubt that estate planning is an important part of your looking ahead in your own life and even to after what happens when …
Without a proper business succession plan, the very future of the company is in question. The entire business could even tank due to a lack …
Click here to see how we
can be of assistance.
Explore all available job
listings and become a part of an amazing team.
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Connect with us on Social Media using the following buttons:
Listen in, Join the Conversation!
From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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>
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>