Article-3445

May 21, 2015 |

Why You Need a Business Succession Plan

It’s so common for small business owners to love their work so much that they it might not even be on their radar to think ...

Learn More
Article-3430

May 14, 2015 |

Business Succession: No One Size Fits All

Although there are certainly trends in business succession, this doesn’t always mean that the general approach is the best one. Planning ahead and carefully considering ...

Learn More
Article-3290

April 3, 2015 |

Benefits of an Annual Business Protection/Continuity Planning Review

Business owners are continually focused on managing risks, expanding the company, and enhancing profitability. As your company grows, it’s especially important to look at your ...

Learn More
Article-3217

March 16, 2015 |

Structuring Your Business Succession Plan With Taxes In Mind

If you feel overwhelmed or confused by the process of business succession planning, you’re not alone. In fact, this is a common challenge facing many ...

Learn More
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-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-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

When Success Creates Complexity: Five Signs Your Financial Life Has Outgrown a Piecemeal Approach

As wealth grows, financial decisions often become more interconnected. Learn five signs that your business, investments, taxes, and estate plan may benefit from greater coordination. ...

<p>The post When Success Creates Complexity: Five Signs Your Financial Life Has Outgrown a Piecemeal Approach first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

What Happens When Your CPA, Financial Advisor, and Estate Planning Attorney Work as One Team?

Discover how an integrated team of tax, financial, and estate planning professionals can help business owners and families make more coordinated decisions, reduce complexity, and ...

<p>The post What Happens When Your CPA, Financial Advisor, and Estate Planning Attorney Work as One Team? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Why the Best Tax Planning Happens Before December

Tax planning is most effective before year-end. Learn how proactive strategies involving retirement contributions, charitable giving, capital gains, business deductions, and estate planning can help ...

<p>The post Why the Best Tax Planning Happens Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>