02.13.2013
Equalizing Inheritance for Your Children
When one estate planner hears his business-owning clients say, “I love my kids equally, so I want to share my assets equally,” what he actually …
Equalizing Inheritance for Your Children
When one estate planner hears his business-owning clients say, “I love my kids equally, so I want to share my assets equally,” what he actually hears is, “I don’t know how to handle this, so when I’m gone, I’ll leave the business to the kids and let them sort it all out.”
Schedule a meeting with a member of our advisory team
Blog
02.06.2013
Estate Planning for Married Couples
In light of the fiscal cliff bill, a recent article in Forbes offers some estate planning advice for married couples. One important item made permanent …
01.30.2013
Pitfalls of Joint Ownership
One popular estate tax avoidance device is joint ownership of property between generations. Unfortunately, this device often leads to an ugly and expensive family feud. …
01.23.2013
Using a Flexible Irrevocable Life Insurance Trust to Shelter Life-Insurance Proceeds
Many people do not realize that life insurance proceeds are in fact taxed. Although these proceeds escape income taxes, they ARE counted as part of …
01.16.2013
What is a Family Limited Partnership (or Family Limited Liability Company)?
There are many sophisticated estate planning strategies available to affluent families to ensure that the majority of their hard earned money stays within the family, …
01.09.2013
Cutting the Estate Tax Burden for Private Company Owners
Owners of private companies often hope that the business they have built will benefit their families in the long term. No matter whether you plan …
01.03.2013
Estate Planning Tips for Female Entrepreneurs
For female entrepreneurs who juggle running a business as well as a family, it is often hard to find time to create an estate plan. …
12.26.2012
Increase the Value of Your Charitable Giving
As the economy continues to heal, charitable giving is again growing. Following two consecutive years of decline, charitable giving increased 3.8 percent from 2009 to …
12.19.2012
Succession Plans for Franchises
Although most people do not enter into a franchise agreement with the goal of creating a family business, children are increasingly choosing to succeed their …
12.12.2012
Death of Equities? Not So Fast
Many a Wall Street Guru has opined that the American public has simply given up on stocks. To make their case, they point to low …
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
Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For
Make the most of your holiday visit by checking in on your retired parents’ well-being, financial health, and estate planning. Here’s what to review while you’re together. Use the Holidays to Ensure Your Parents’ Well-Being—Financially and Otherwise The holidays are a time for celebration, family meals, and meaningful reconnection—but they’re ...
<p>The post Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know
Learn how annuities are taxed based on type, payout structure, and ownership—essential insights for retirees, estate planners, and beneficiaries. Annuity Taxation Explained: A Guide for ...
<p>The post Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z
Discover how different generations invest, what influences their financial decisions, and how you can use these insights to build a smarter investment strategy. From Boomers to Gen Z: Lessons in Investing Across the Generational Divide Every generation has its own approach to money, shaped ...
<p>The post Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
