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

Blog

Article-3467

May 28, 2015 | Asset Protection

Protecting Assets: Jurisdiction And Entity Structure Are Key

The limited liability company has become the most popular entity for a small business owner to use, and they may also offer some benefits in ...

Learn More
Article-3464

May 27, 2015 |

Elder Care: From Retirement to Long-Term Care Planning

If you fall into the baby boomer generation or you’re caring for an aging parent who is, you’re part of a nationwide shift that will ...

Learn More
Article-3461

May 26, 2015 |

5 Key Business Succession Planning Metrics

In order to put the proper elements in place for your succession planning, you should be in tune with critical metrics for the business. There ...

Learn More
Article-3449

May 22, 2015 |

Estate Planning Tips for U.S. Expats

Even though it might seem overwhelming and confusing, there are six key steps you can take to have a solid estate plan in place before ...

Learn More
Article-3445

May 21, 2015 |

Why You Need a Business Succession Plan

It’s so common for small business owners to love their work so much that they it might not even be on their radar to think ...

Learn More
Article-3442

May 20, 2015 |

Common Threats to Your Assets  

Have you ever heard the phrase “the best offense is a good defense”?  It doesn’t matter how intelligent you are or how in tune you ...

Learn More
Article-3439

May 19, 2015 |

Top Myths About Long-Term Care Coverage Through Medicaid

Usually, it’s Medicare that gets the bulk of news coverage, but Medicaid is still quite confusing for many people. Here are some of the most ...

Learn More
Article-3436

May 18, 2015 |

Are Trusts Only For the Wealthy?

A common misconception holds that living trusts are only for the very rich. The belief may stem from history; in the 16th century Britain kings ...

Learn More
Article-3433

May 15, 2015 |

Fast Facts on Nursing Homes and Medicaid

Last week on the blog we discussed how, when done properly, Medicaid planning is just a piece of the estate planning puzzle rather than an ...

Learn More
Article-3430

May 14, 2015 |

Business Succession: No One Size Fits All

Although there are certainly trends in business succession, this doesn’t always mean that the general approach is the best one. Planning ahead and carefully considering ...

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

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning

Discover how strategic gifting can help reduce future estate taxes, support loved ones, and create a lasting legacy as part of a comprehensive estate and financial planning strategy. When most people think about estate planning, they picture wills, trusts, and beneficiary designations. While those documents are essential, one often-overlooked strategy can provide ...

<p>The post The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>