Protecting Your Clients From Sales & Use Tax Liability
NOTE: THIS ARTICLE WAS CO-AUTHORED BY CHIRAG N. PATEL, ESQ. , SENIOR ASSOCIATE WITH SHAH & ASSOCIATES, P.C. Whether our clients are purchasing an existing …
NOTE: THIS ARTICLE WAS CO-AUTHORED BY CHIRAG N. PATEL, ESQ. , SENIOR ASSOCIATE WITH SHAH & ASSOCIATES, P.C. Whether our clients are purchasing an existing …
What can accountants and financial advisors tell their clients to expect from Congress with respect to Estate Tax reform? According to a recent article in …
Your goal may be making sure your children & spouse are financially secure and to protect your assets from those who may ‘attack’ them. Perhaps …
When one or both spouses in a married couple living in the United States are not citizens of the United States, special planning may be …
A Last Will & Testament (commonly referred to as simply a Will) is a document that disposes of your property at the time of your death. A common …
Click here to see how we
can be of assistance.
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Connect with us on Social Media using the following buttons:
Listen in, Join the Conversation!
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>
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>
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>