03.06.2013
Contingency Planning For Your Business
As the economy tip-toes back in the right correction, businesses must still be sure to implement contingency plans in the event of another economic recession. …
Contingency Planning For Your Business
As the economy tip-toes back in the right correction, businesses must still be sure to implement contingency plans in the event of another economic recession. As a recent article in Forbes explains, a recession can cause a business not only sales and profits, but time as well.
Schedule a meeting with a member of our advisory team
Blog
02.27.2013
Lacking a Business Succession Plan? You’re Not Alone
An alarming number of business owners do not have succession plans for what will happen to their businesses when they retire, die, or become disabled. …
02.20.2013
Pointers for Asset Protection Planning
An article in Forbes likens asset planning to “taking chips off the table in good times, so that you can still walk away from the …
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 …
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. …
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
The Risks of Concentrated Stock: Evaluating Single-Stock Exposure
A concentrated stock position can significantly impact portfolio risk and tax planning. Explore considerations for executives, founders, and business owners managing single-stock exposure. Success often creates complexity. For business owners, executives, ...
<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals
Review key 2026 Social Security updates and planning considerations for high-net-worth individuals, business owners, and multigenerational families. Social Security is often viewed as a baseline retirement benefit. For high-net-worth individuals and business owners, however, it can still play a meaningful role—particularly in the context of tax planning, ...
<p>The post 2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Estate Planning Is Not “Set It and Forget It”: 5 Life Events That Should Trigger a Review
Major life changes can unintentionally disrupt your estate plan. Learn the five key events that should prompt a review to protect your family, assets, and ...
<p>The post Estate Planning Is Not “Set It and Forget It”: 5 Life Events That Should Trigger a Review first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
