01.06.2016
There is No Magic Pill for Asset Protection Planning
There is no question that cyber threats exist and that for many it is not a question of if but when. One issue is that …
There is No Magic Pill for Asset Protection Planning
There is no question that cyber threats exist and that for many it is not a question of if but when. One issue is that a key focus seems to be on compliance or finding the tangible product or magic bullet that will check off the boxes of what is required for protecting your assets.
Although many individuals do purchase programs to avoid cyber threats, according to an electric industry paper, 2014 Strategic Decisions, only 32% of these individuals have used systems with proper monitoring segmentation and redundancies.
Schedule a meeting with a member of our advisory team
Blog
01.05.2016
Business Succession Planning: What Are the Values at Work?
A business reflects its owner, and a clear plan can keep that concern on the path that was chosen. Lack of a succession plan could …
01.04.2016
Elder Law: Watching the Dangers of High Health Costs
Fidelity Investments has conducted an annual survey for the 7th straight year and 62% of those individuals asked in the survey reported unexpected expenses as the key …
01.01.2016
A Shift in Tax Focus for Estate Planning
A shift has taken place in estate planning from saving on a state tax to avoiding capital gains taxes. With the federal estate tax exemption …
12.31.2015
Tips for Protecting Your Assets as You Age: Three Keys
The effects of aging, if not properly prepared for, can rob a person of their assets and rob heirs of their inheritance. According to recent …
12.30.2015
Trusts Enhance the Options of Business Succession Planning
Using a trust can place business succession in a well-controlled structure that, when done earlier than succession might actually occur, allow assets to grow within …
12.29.2015
Creating an Elder Abuse Profile Can Trigger Prevention
With persons over 50 possessing 70% of the wealth in the majority of families across the United States, family members and predators alike may attempt …
12.28.2015
Pets Are Precious Even in Estate Planning
The key in planning ahead for the well-being of your beloved pet is to find a caring organization or person and to candidly talk to …
12.25.2015
What is the Chan-Zuckerberg Initiative?
The just-announced Chan-Zuckerberg Initiative may change the face of high network giving, as rather than granting funds to an outside entity they acted to give …
12.24.2015
Asset Protection Tips for the Smaller Enterprise
Keeping in mind that doctors, business owners and real estate investors are most vulnerable to attacks on their assets, the goal for protection is to …
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Careers/Open Positions
Explore all available job
listings and become a part of an amazing team.
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
Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth
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>
Common Pitfalls After Unexpected Wealth—and How to Avoid Them
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>
How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It
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>
