12.31.2021
Waiting To Retire Could Be Better for Your Brain
New research from the Max Planck Institute for Demographic Research indicates that putting off retirement until a later age could slow down your rate of …
Waiting To Retire Could Be Better for Your Brain
New research from the Max Planck Institute for Demographic Research indicates that putting off retirement until a later age could slow down your rate of cognitive decline. 
The research found that staying in your full time role until at least age 67 can help to protect you against cognitive impairment such as that caused by Alzheimer’s. Researchers looked at data pulled from the United States from more than 20,000
Schedule a meeting with a member of our advisory team
Blog
12.29.2021
Everyone Should Redo Their Financial Plan
The spread of the Omicron variant of Covid-19 is prompting many financial professionals to reach out to their clients to update those clients’ financial plans. …
12.27.2021
What Is a Dynasty Trust?
If you are looking to transfer wealth through multiple generations you might consider using a tool known as a dynasty trust. This is a strategy …
12.23.2021
Which States Don’t Charge a State Income Tax?
As you get older and plan ahead for retirement, it’s important to think about all the financial implications of the decisions that you make. For …
12.21.2021
What Is the Purpose of a Charitable Trust?
In discussing and researching options for your own estate planning, you may come across multiple options and strategies that can help you accomplish your goals. …
12.17.2021
Study Show Few Employees in America Are Confident in Their Retirement
Do you have a solid retirement or estate plan? If not, you could be exposed to unnecessary challenges in the future or put your loved …
12.16.2021
What Is Succession Planning with GRATs?
The gap between what your current business is worth during the process of completing your estate and succession planning and what it could be worth …
12.15.2021
Signs of Alzheimers in Loved Ones
If you notice that a loved one has started to show signs of dementia, this is important from a care perspective a legal perspective. The …
12.10.2021
When Should You Consider Using a Charitable Lead Annuity Trust?
If you experience an income or financial surge this year like a bonus, a sale of crypto currency, or appreciated option exercises, you may wish …
12.09.2021
New Study Shows Reverse Mortgages Could Improve Wealth and Reduce Risk for Retirees
Retirees have many important considerations when it comes to elder law and their estate planning. One financial option that is advertised to many retirees is …
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
Are You Ready for Tax Season? Smart Strategies to Stay Ahead in 2026
Tax season is here—are you prepared? Discover key strategies for high earners, business owners, and legacy-minded families to reduce stress, optimize returns, and align with ...
<p>The post Are You Ready for Tax Season? Smart Strategies to Stay Ahead in 2026 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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>
