March 5, 2014 |
Hoffman’s Will Raises Legal Issues
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could prove troublesome for ...
Learn MoreHoffman’s Will Raises Legal Issues
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could prove troublesome for two of his daughters and their mother.
The will was signed in 2004 when the actor had just one child, Cooper, now 11. But he subsequently had two daughters, Tallulah and Willa, neither of whom are mentioned in the will.
Schedule a meeting with a member of our advisory team
Blogs for Estate Taxes
February 6, 2014 |
It’s Good Enough for Walmart: Tax Avoidance with a GRAT
Billionaire Sheldon Adelson is not alone in his disdain for estate taxes. As one of the world’s richest men, Adelson has the ability to hire ...
Learn MoreJanuary 8, 2014 |
Believe in Vacation Ownership? Estate Planning for Your Timeshare
Some assets are more difficult to plan for than others. As a recent article explains, timeshares can be the source of an extreme headache when ...
Learn MoreDecember 31, 2013 |
Survey Says! Many High Net Worth Individuals Still Fail to Plan
Although estate planning is vital for high net worth families, a recent survey released by Spectrum’s Millionaire Corner reveals that less than one quarter of ...
Learn MoreDecember 19, 2013 |
Watch That Step!: Estate Planning Oversights to Avoid
In order to have a solid estate plan, it is important to not only carefully put the plan together but to revise it regularly as ...
Learn MoreDecember 12, 2013 |
How to Plan for, or Avoid, Transfer Taxes
As a recent article suggests, estate planning encompasses a lot more than most people would think. Not only does estate planning allow you to structure ...
Learn MoreNovember 28, 2013 |
Our version of TMZ: Estate Planning Blunders & The Famous People Who Committed Them
Famous people are like us in many ways. They are born, they pay taxes, they make estate planning blunders, and they die. A recent article ...
Learn MoreOctober 22, 2013 |
Calling an Audible: Avoiding Taxes Caused by a Bypass Trust
Since estate-planning maneuvers can cause unintended consequences, it’s important to plan with flexibility. A recent article discusses how one man dealt with the unintended consequences ...
Learn MoreOctober 15, 2013 |
Income Tax Planning While Planning Your Estate
Now that the American Taxpayer Relief Act of 2012 has bumped the federal estate tax exemption up to $5.25 million, a recent article explains that ...
Learn MoreOctober 10, 2013 |
Minding Mom & Pop’s Shop: Five Steps to the Succession of Your Family Business
Succession planning for a family business is often no easy task. Recently, an article in Forbes outlined the five necessary steps for a viable succession ...
Learn MoreBrowse 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
Q2 2026 Momentum: Why Mid-Year Retirement Plan Reviews Matter
Discover why the second quarter is an ideal time for retirement plan “spring cleaning,” including participant engagement, plan design reviews, and strategic opportunities for business owners and sponsors. As the second quarter unfolds, ...
<p>The post Q2 2026 Momentum: Why Mid-Year Retirement Plan Reviews Matter first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Common Bookkeeping Mistakes That Can Create Major Tax Problems for Business Owners
Learn the most common bookkeeping mistakes that can trigger tax problems for business owners and discover practical ways to improve financial organization, reduce stress, and ...
<p>The post Common Bookkeeping Mistakes That Can Create Major Tax Problems for Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Understanding Probate: What Families Should Know Before a Crisis Occurs
Learn how probate works, why estate administration matters, and how wills, trusts, and beneficiary designations affect the transfer of assets. Understanding Probate: What Families Should ...
<p>The post Understanding Probate: What Families Should Know Before a Crisis Occurs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
