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

Blog

Article-2534

May 5, 2014 | Administration

Thanks, But No Thanks. State Estate Taxes & Disclaimer-Based Approach

Twenty-one states have their own estate taxes, including New York and New Jersey. Many of these states have exemption amounts beneath the federal exemption, so ...

Learn More
Article-2531

May 2, 2014 | 401K

Wisely Select Your IRA Beneficiary

If you have spent your working and pre-retirement years pouring into, rather than having to tap into, your retirement savings, congratulations! You’re on your way ...

Learn More
Article-2526

May 1, 2014 | Estate planning

The N.Y. State of Mind: Changes to New York Gift Tax and Estate Laws

At the end of March, Governor Cuomo approved changes to New York’s estate and gift tax laws while also making amendments to income tax rules. ...

Learn More
Article-2518

April 30, 2014 | Business Law

Do you feel lucky? What is a Quick Draw Buy-Sell Agreement?

Many business owners have a buy-sell arrangement set up for the future. It’s helpful to draw out these directions in advance, especially when there is ...

Learn More
Article-2510

April 29, 2014 | Estate planning

Planning for an Abroad Retirement? Keep These Tips in Mind

A growing number of people are hoping to cash in on their retirement dreams by living abroad. Many retirees even keep their U.S. bank accounts ...

Learn More
Article-2505

April 28, 2014 | Asset Protection

For Hoteliers: Hotel Business Protection Using Captive Insurance

For hotel business owners, there are big benefits to setting up a captive insurance company. This can be a valuable way to protect your company ...

Learn More
Article-2500

April 25, 2014 | Estate planning

For the Furry Ones in Your Life: Estate Planning With Pets in Mind

Although many people have heard about the traditional aspects of estate planning, like a will, it’s all too often forgotten that you may have others ...

Learn More
Article-2494

April 24, 2014 | Estate planning

Estate Planning and Reproductive Technology

Unfortunately, estate planning law hasn’t really stayed on pace with reproductive technology and rights, generating quandaries about inheritance rights. It would make sense that children ...

Learn More
Article-2491

April 23, 2014 | Asset Protection

Risky Business? Manage that Risk: Captive Insurance Companies

A captive insurance company is a company created by a business owner to help insure risks of affiliated businesses. When set up appropriately, a captive ...

Learn More
Article-2485

April 22, 2014 | Baby Boomer Generation

The Business Owner’s Parachute: Get Your Exit Plan Ready

While “now” is always the time you should start getting your exit plan ready for your business, there are some guidelines about specific year marks ...

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

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>