July 10, 2014 | Business Law
Steps to a Viable Succession Plan For Your Family Business (Part 1)
Are you planning to keep the Family Business “in the family”? Did you know that family businesses now make up as much as 50 percent ...
Learn MoreSteps to a Viable Succession Plan For Your Family Business (Part 1)
Are you planning to keep the Family Business “in the family”? Did you know that family businesses now make up as much as 50 percent of the gross domestic product of the entire country? We’re not just talking about small storefronts or website companies, either. Over one-third of Fortune 500 companies are controlled by families in some sense. It’s critical that as a small business owner, you plan ahead for the future with a succession plan. Here are some of the most common issues facing small business owners with a family connection.
(Photo Credit: merchantcircle.com)
Schedule a meeting with a member of our advisory team
Blog
June 23, 2014 | What Can An Estate Planning Accomplish That I Can’t?
What Can An Estate Planning Accomplish That I Can’t?
In this world driven by do-it-yourself options, it might seem like you can handle just about anything. There are several things, though, that you definitely ...
Learn More
June 20, 2014 | Income Tax Planning
Mid-Year Tax Planning Tips
While not much has come out in the first half of 2014 with regard to tax legislation, there are still some important tax planning opportunities ...
Learn More
June 19, 2014 | Charitable Giving
Charitable Choices: Gifting Retirement Funds at Death
Are you thinking about making a gift to a charity on your death? It might be a better option to instead consider gifting your retirement ...
Learn MoreJune 18, 2014 |
If It’s Good Enough for the Clintons, It’s Good Enough For You
The Clintons recently made the news simply for taking advantage of Estate Planning and financial planning strategies that maximize wealth and limit the encroachment of ...
Learn MoreJune 17, 2014 | Is the New Jersey State Estate Tax Too Prohibitive?
Is the New Jersey State Estate Tax Too Prohibitive?
Most people recognize that it can be costly to live in New Jersey, but they don’t realize that it may also be expensive to die ...
Learn MoreJune 16, 2014 |
Avoiding Estate Planning Mistakes: Unfunded Living Trusts
When used properly, living trusts can be valuable tools for passing on assets. When planned for early on, you can really maximize what a beneficiary ...
Learn MoreJune 13, 2014 |
Is a Roth IRA the “Cadillac” of Assets to Leave for Heirs?
If you’re looking down the road to retirement, you may be wondering which of your accounts you should tap into first, and which you should ...
Learn MoreJune 12, 2014 |
3 Policies That Might Influence Your Plans to Retire
There’s a flurry of activity in D.C. lately that might have an influence on your retirement plans. The proposed Obama budget has some important considerations ...
Learn MoreJune 11, 2014 |
Buy-Sell Agreement Checklist
How do you know that your agreement is crafted properly? There are a few clues that should give you the peace of mind for what ...
Learn MoreSchedule 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
The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them
A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Are You Paying Taxes Today That You Could Be Planning Around?
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
