Article-2766

September 18, 2014 | When LLC Members Pass Away: What Are Executor Rights?

When LLC Members Pass Away: What Are Executor Rights?

A recent case highlights some of the questions surrounding the situation mentioned in the title. According to the default rule in New York, the death ...

Learn More
Article-2757

September 16, 2014 | Self-Employment Tax and K-1 Income: What You Need to Know

Self-Employment Tax and K-1 Income: What You Need to Know

What happens if you receive a K-1 from an LLC and there are self-employment earnings listed on line 14? Are you responsible for reporting those ...

Learn More
Article-2755

September 16, 2014 | Self-Employment Tax and K-1 Income: What You Need to Know

Self-Employment Tax and K-1 Income: What You Need to Know

What happens if you receive a K-1 from an LLC and there are self-employment earnings listed on line 14? Are you responsible for reporting those ...

Learn More
Article-2699

July 21, 2014 | Business Law

Hey Buddy? Questions to Ask Before Going Into Business With a Friend

It’s exciting to think about the prospect of going into business with someone you already know, but this step should be taken carefully or you ...

Learn More
Article-2690

July 16, 2014 | Business Law

Family Business: Steps to a Viable Succession Plan For Your Family Business (Part 2)

There is no doubt that working in a family business can be rewarding, but it might also come with some challenges. With regard to succession ...

Learn More
Article-2675

July 10, 2014 | Business Law

Steps to a Viable Succession Plan For Your Family Business (Part 1)

Are you planning to keep the Family Business “in the family”? Did you know that family businesses now make up as much as 50 percent ...

Learn More
Article-2646

June 11, 2014 |

Buy-Sell Agreement Checklist

How do you know that your agreement is crafted properly? There are a few clues that should give you the peace of mind for what ...

Learn More
Article-2491

April 23, 2014 | Asset Protection

Risky Business? Manage that Risk: Captive Insurance Companies

A captive insurance company is a company created by a business owner to help insure risks of affiliated businesses. When set up appropriately, a captive ...

Learn More
Article-2485

April 22, 2014 | Baby Boomer Generation

The Business Owner’s Parachute: Get Your Exit Plan Ready

While “now” is always the time you should start getting your exit plan ready for your business, there are some guidelines about specific year marks ...

Learn More

Browse our Archives

Schedule 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

Q1 2026 Market Recap: Key Trends and Strategic Takeaways for Investors

A comprehensive Q1 2026 recap covering market trends and strategic insights for business owners and investors navigating today’s evolving landscape. Q1 2026 Market Recap: Navigating ...

<p>The post Q1 2026 Market Recap: Key Trends and Strategic Takeaways for Investors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Bear vs. Bull Markets: What Retirees Need to Know to Navigate Market Cycles

Market cycles are a natural part of investing—but for retirees, they carry a different weight. Unlike those in accumulation years, retirees are often drawing income ...

<p>The post Bear vs. Bull Markets: What Retirees Need to Know to Navigate Market Cycles first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Estate Planning for Blended Families: Protecting Your Partner While Preserving Your Children’s Inheritance

Learn how to balance providing for your spouse or partner while safeguarding your children’s inheritance in a blended family estate plan. Explore strategies, pros, and ...

<p>The post Estate Planning for Blended Families: Protecting Your Partner While Preserving Your Children’s Inheritance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>