Six Ways for Physicians to Protect Their Assets
After years of education and hard work, physicians might feel as if they have been exposed to major risk as their wealth finally starts to …
After years of education and hard work, physicians might feel as if they have been exposed to major risk as their wealth finally starts to …
There are many changes happening in the world on a daily basis, not the least of which has to do with technology. Laws and social …
When Congress finally passed the American Taxpayer Relief Act at the beginning of 2013, everyone was hopeful that the years of uncertainty about estate tax …
Whether you’re an individual setting up your plans for your loved ones to receive assets after you pass away or a business owner trying to …
https://www.youtube.com/watch?v=2iOFLzuTnRE&index=1&list=PLB62qn_iXR3vt6TgAOfAE6aXpQyrhHtdn Hear the Attorneys of the Law Firm of Shah & Associates, P.C. Describe the Highlights of this Week’s Blog Posts. For the full post, …
Standard estate planning advice goes that you should at least have a Will for estate planning purposes, but it’s imperative that you understand the importance …
A multi-generational IRA is one that allows an individual’s retirement plan to be “stretched” to first-generation beneficiaries as well as subsequent heirs. This is why …
For some reason, there’s a belief out there that Medicaid planning is against the law or in some way trying to circumvent the system. The …
Although you won’t be around to witness it, a Will dispute can be extremely frustrating for your family members. To the extent that you can, …
When it comes to options for planning your estate, the revocable trust tends to be more flexible than other tools. You can change it over …
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!
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>
Why This Matters Now If you own a small to mid-size business in New York or New Jersey, there’s an important compliance issue you can’t afford ...
<p>The post New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>