October 1, 2020 |
What History Tells Us About US Presidential Elections and the Market
It’s natural for investors to look for a connection between who wins the White House and which way stocks will go. But as nearly a ...
Learn MoreWhat History Tells Us About US Presidential Elections and the Market
It’s natural for investors to look for a connection between who
wins the White House and which way stocks will go. But as
nearly a century of returns shows, stocks have trended upward
across administrations from both parties.
Schedule a meeting with a member of our advisory team
Blog
September 24, 2020 |
How Much Does an Agent Get Paid for Power of Attorney Services?
If you intend to appoint another person to serve as your attorney in fact or agent for health care, it can be confusing to determine ...
Learn MoreSeptember 23, 2020 |
Why Investors Might Think Twice About Chasing the Biggest Stocks
Average Annualized Outperformance of Companies Before and After The First Year They Became One Of The 10 Largest In The US Compared to Fama/French Total ...
Learn MoreSeptember 23, 2020 |
How Does Undue Influence Impact an Estate Plan?
Undue influence happens when an outside party exerts pressure on an individual causing that individual to adjust their estate plans to the benefit of the ...
Learn MoreSeptember 21, 2020 |
Get an Attorney to Review Your POA Document
Has someone you know asked you to execute a power of attorney that names you as their agent? Never sign a power of attorney document ...
Learn MoreSeptember 17, 2020 |
Can a Person Still Sign a Power of Attorney If They are Legally Incompetent?
A person cannot sign any legal document including one that would appoint a power of attorney if they are incapacitated. This is one of the ...
Learn MoreSeptember 16, 2020 |
What Happens When a House That Is Split Multiple Ways Is Rented, Passed or Sold at Death?
If you have a loved one who is elderly and owns a house that no longer has a mortgage on it, it is important to ...
Learn MoreSeptember 15, 2020 |
What’s Included in an Elder Law Agreement?
It is very common to sign an agreement or a contract with an attorney that you intend to work with and an elder law attorney ...
Learn MoreSeptember 10, 2020 |
Market Returns Through a Century of Recessions
What does a century of economic cycles teach investors about investing? Our interactive exhibit examines how stocks have behaved during US economic downturns. Markets around ...
Learn MoreSeptember 8, 2020 |
How to Make Assets Easier to Find for Your Executor?
The executor or the person appointed to administer your estate will have many different responsibilities in closing out your estate, such as paying taxes, notifying ...
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>
