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 …
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 …
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 …
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 …
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 …
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, …
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 …
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 …
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 …
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 …
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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Health care is one of the most significant and often underestimated retirement expenses. Explore Medicare, long-term care, and tax planning considerations for affluent families. When most people think about retirement planning, they focus on investment ...
<p>The post Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Review key 2026 Social Security updates and planning considerations for high-net-worth individuals, business owners, and multigenerational families. Social Security is often viewed as a baseline retirement benefit. For high-net-worth individuals and business owners, however, it can still play a meaningful role—particularly in the context of tax planning, ...
<p>The post 2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>