01.29.2024
Retirement Seen Through Your Eyes
How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. …
Blog
01.26.2024
4 Steps to Protecting a Child with Disabilities
Raising a child is expensive and can cost about a quarter of a million dollars, excluding college. For a child with special needs, that cost …
01.24.2024
Essential Life Lessons for Smart Investing
Often, the wisdom we gather in our daily lives can be surprisingly relevant in the world of finance and investment. Let’s explore these valuable insights. …
01.22.2024
Maximize Your Legacy in 2024: Navigating Gift Tax & Estate Tax Increases and Irrevocable Trust Strategies with Omni 360 Advisors
As we move through January 2024, it’s crucial to strategize your gifting plans, particularly in light of the updated gift and estate tax basic exclusion …
01.19.2024
1099-NEC Filing Guide: What You Need to Know Before January 31st, 2024
As we approach the January 31st, 2024 deadline, it’s crucial for all business owners and self-employed individuals to understand the requirements for filing Form 1099-NEC. …
01.17.2024
Understanding the Retirement Challenge for Women: Insights for a Secure Future
In today’s world, women face unique challenges when preparing for retirement, different from those encountered by men. Here are key points to understand this issue …
01.15.2024
Safeguarding Your Finances: Understanding and Avoiding Scams
In today’s digital age, financial scams have become increasingly sophisticated, catching many off guard. A recent study reveals a surprising trend: while most Americans believe …
01.12.2024
The Financial Literacy Crisis
Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary …
01.10.2024
White Elephant Inheritance
Have you ever had to deal with a “white elephant”? Not the actual pachyderm, but what Merriam-Webster calls “a property requiring much care and expense …
01.08.2024
Women and Wealth: A Pivot Towards Retirement
Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For …
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
New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026
Turn your New Year’s resolutions into action. Discover how to align tax, wealth, and legacy planning with your goals for 2026—and build a future worth ...
<p>The post New Year, Smarter You: Resolutions That Build Wealth and Protect Your Legacy in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know
The One Big Beautiful Bill Act (OBBBA) changes how charitable donations are treated for tax purposes. Here’s what affluent families and entrepreneurs need to know ...
<p>The post Charitable Giving After OBBBA: What High-Income Families and Business Owners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
What Venezuela’s Recent Upheaval Reveals About Global Uncertainty — And Why Diversification Matters for Your Portfolio
As political and economic instability roils Venezuela in early 2026, investors are reminded that uncertainty is real — and diversification remains essential to protecting wealth. ...
<p>The post What Venezuela’s Recent Upheaval Reveals About Global Uncertainty — And Why Diversification Matters for Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
