December 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 ...
Learn MoreWhich 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 example, where will you live? This is important not just to choose how to be around family or the opportunities available with part time jobs for retirees in the area. 
One of the biggest considerations for many people approaching retirement is whether or not the state taxes income at all. There are 9 states that have no income tax. In 2021 they are Wyoming, Washington, Texas, Tennessee, South Dakota, New Hampshire, Nevada, Florida and Alaska. There are also 28 other states around the country that have exemptions or credits to help taxpayers avoid paying taxes on social security at the state level.
Schedule a meeting with a member of our advisory team
Blog
December 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. ...
Learn MoreDecember 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 9, 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 ...
Learn MoreDecember 7, 2021 |
In Which States Do People Pay the Highest Estate Taxes?
Estate taxes don’t apply for the vast majority of estates in the United States, however, there are 17 locations with their own inheritance and estate ...
Learn MoreDecember 3, 2021 |
Does My Executor Need to Keep a Detailed Log of Assets?
Who you choose to serve as an executor and the information at preplanning you do for them can make a big difference on how easy ...
Learn MoreNovember 30, 2021 |
What is Premature Asset Division in Probate?
An executor or personal representative is responsible for handling many aspects of probate, including the distribution of assets once other administration issues have been managed. ...
Learn MoreSchedule 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
2026 Federal Tax Guidelines: Updated Brackets and Standard Deduction
The IRS released updated tax brackets and standard deduction amounts for the 2026 tax year. Learn how these changes may impact planning for individuals and families. Understanding the 2026 Federal Tax Updates Each year, the IRS adjusts key parts of the tax code ...
<p>The post 2026 Federal Tax Guidelines: Updated Brackets and Standard Deduction first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains
Explore five tax-aware strategies investors use to manage portfolio capital gains, including tax-loss harvesting, basis step-up planning, and trust strategies. Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains For many successful investors, managing capital gains taxes becomes increasingly important as portfolios grow and liquidity events ...
<p>The post Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You
Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...
<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
