Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors

Blog

Article-4750

January 13, 2017 |

What You Should Know About a HIPAA Release and Estate Planning

There are many different documents that you may wish to have in your arsenal when it comes to preparing for your future. One of these, ...

Learn More
Article-4747

January 12, 2017 |

Tax Planning Tips for Giving to Charity in Order to Make the Most with Your Gift

If you’re thinking about giving some of your assets to charity and want to use the estate planning process to do so, you are not ...

Learn More
Article-4744

January 11, 2017 |

How Long Has It Been Since You Looked at Your Estate Plan?

Beyond never beginning the estate planning process, the second most common mistake that individuals make is thinking that estate planning is something that can be ...

Learn More
Article-4739

January 9, 2017 |

How to Use Business Succession Planning to Help Your Firm and Your Staff Grow and Thrive

Meeting with an experienced business succession planning attorney can help you overcome what’s known as decision inertia. Meeting with a professional who has assisted others ...

Learn More
Article-4736

January 5, 2017 |

Is Revising an Estate Plan One of Your New Year’s Goals?

Most people fall off the habit train for their resolutions pretty quickly, but you can buck that trend by putting in a call to an ...

Learn More
Article-4733

January 4, 2017 |

Retirement & Estate Planning Hard for Boomers

A new study indicates that not much has changed in the landscape of retirement and estate planning; these are major issues that a lot of ...

Learn More
Article-4730

January 3, 2017 |

Top Reasons to Update Your Estate Plan in 2017

Your estate plan should be a living document, and there’s a good chance that it will evolve as you add and remove strategies going forward. ...

Learn More
Article-4727

January 2, 2017 |

Keep Business Assets Separate from Personal Assets

In the process of asset protection planning, there are many different steps you need to take. You need to begin by separating your business assets ...

Learn More
Article-4723

December 29, 2016 |

Treasury Hearings Lead to Family Business Owners Decrying Estate Tax Valuation Rules

Along with appraisers, estate lawyers, and CPAs, family business owners were present in an Internal Revenue Service auditorium recently, to share their opposition to propose ...

Learn More
Article-4720

December 28, 2016 |

Reasons to Have a Family Business Succession Planning Talk Now

Every family business should have succession planning as a key priority. Sooner or later every individual will want to retire but there are numerous other ...

Learn More
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

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

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>