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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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IN THE PRESS

Click below to view the Omni 360 Team as quoted in the press.

The Admired Advisor Podcast

Mindset Shifts, Thinking Beyond Transactions, and Prioritizing What Matters with Neel Shah

Nerdwallet

December 08, 2021

CHARITABLE DONATIONS: MAXIMIZE HOLIDAY SPIRIT, MINIMIZE TAXES

Inc.

November 23, 2021

ENSURING THEIR FUTURE: ESTATE PLANNING CONSIDERATIONS FOR ENTREPRENEUR

Kiplinger

November 8, 2021

RETIREES, GET AN UPFRONT TAX RATE FOR DELAYED CHARITABLE GIVING

Kiplinger

October 28, 2021

RETIREES, HERE'S WHAT TO CONSIDER WHEN BUYING AN ANNUITY

U.S. News

September 27, 2021

HOW TO LEND MONEY TO FAMILY AND FRIENDS

BARRON'S

August 3, 2021

ADVISORS WANT TO KEEP THAT DOOR SHUT

Kiplinger

May 24, 2021

YOU CAN KEEP SOME ASSETS WHILE QUALIFYING FOR MEDICAID

BARRON'S

May 13, 2021

CLIENTS ARE ALL TALK, LITTLE ACTION WHEN IT COMES TO MOVING FOR TAX REASONS

Legal Zoom

March 5, 2021

WHAT HAPPENS IF YOU DIE WITHOUT WILL?

MSN

January 12, 2021

17 MISTAKES WIDOWS AND WIDOWERS MAKE

NEWSDAY

December 22, 2020

AFTER PANDEMIC-SCRAMBLED 2020 IT’S TIME TO GET FINANCES IN ORDER FOR 2021

NEWSDAY

October 28, 2020

MONEY FIX: LOW INTEREST RATES CAN BOOST PURCHASING POWER FOR YOUNGER-SET

Legal Zoom

June 15, 2020

HOW BLENDED FAMILIES ARE CHANGING THE ESTATE PLANNING RULES

THE WALL STREET JOURNAL

June 9, 2020

New Yorkers are Giving More Despite Coronavirus Hardships

THE WALL STREET JOURNAL

February 14, 2020

SHOULD PARENTS TRY TO SPEND THE SAME AMOUNT OF MONEY ON EACH CHILD?

SIMPLE DOLLAR

November 19, 2019

HOW TO PAY FOR A LOVED ONE’S MEMORY CARE AND MANAGE THEIR FINANCES

U.S. NEWS AND REPORTS

July 7, 2017

HOW AMERICANS CAN REVERSE THEIR BIGGEST RETIREMENT SAVINGS REGRET

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.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more