The IRS may face challenges as they work to finalize newly proposed regulations about curbing particular gift tax and estate planning tactics according to practitioners in the field. Those proposed regulations were issued on August 2nd and place limitations on using valuation discounts that minimize the overall value of assets inside a family owned business. This might have the effect of lowering a decedent’s gift tax and estate tax liability at the time of death.
The IRS may face challenges as they work to finalize newly proposed regulations about curbing particular gift tax and estate planning tactics according to practitioners …
Along with the surge in gray divorce or increasing numbers of individuals above age 50 and 65 who are getting divorced, it’s important to think …
When the Small Business Administration lending partners come across an applicant who has ownership interests or assets inside a trust, the first question made by …
While no one plans ahead for a divorce when they get married, if your marriage does come to an end there are certain steps you …
At the beginning of August, the Treasury Department issued proposed regulations under section 2704(b) of the Internal Revenue Code and a hearing has been scheduled …
Any number of news stories about celebrity estates highlight just how much confusion can be generated when you skip estate planning. The woes of skipping …
One of the most beneficial steps you can take in your estate planning process is to put together a living trust. This helps to avoid …
If you are preparing to ship your new college student off to campus in the fall, it can be challenging to help him or …
You will certainly get better sleep when your affairs are in order the older that you get. Thinking about the legacy you want to leave …
If you are thinking about passing on that amazing vacation home to your loved ones and you want to keep it in the family for …
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>
