Understanding Money: A Lifelong Gift for Your Children
Learning about money is a crucial skill that lasts a lifetime. As financial advisors at Omni360, we believe that this education should…
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The Best Gift You Can Give Is Investing for Your Heirs
Teaching your grandchildren and children to invest is an investment in their own future. This means you are passing down your…
Should You Increase Your Gifts Given to Your Children?
When thinking about passing on assets to future generations, a common question asked by many people is whether or not they…
Looking for a new charitable gifting idea? Try Bitcoins
The IRS is never too far behind the trend when it comes to new forms of tax revenue, and with their recent…
‘Gifting’ May Be Penalized By Medicaid
While people can “gift” up to $14,000 each to anyone they want to each year without tax penalty, that tactic is not…
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…
Review Your Financial and Estate Planning Goals for 2014
A recent article quoted financial planner Michael Joyce as saying, “There’s nothing magic about reviewing goals […], but it is a good…
Considering Gifting Your Home? Read This Before You Give Away The Castle.
Many parents want to believe that their children would never kick them out of their own home. However, the sad reality is…
How’s This for GRAT-itude? – Basics of the GRAT
As a recent article explains, a Grantor Retained Annuity Trust (“GRAT”) is a great estate-planning tool for high-net-worth individuals. This type of…
For Better or Worse: Estate Planning for Same-Sex Spouses
As a recent article explains, the United States Supreme Court’s recent ruling on same-sex marriage will radically alter estate planning for same-sex…
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Recent Posts
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<p>The post Retirement Planning Is More Than Saving: Building a Strategy for Your Next Chapter first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Tax Planning for Jewelry Business Owners: Entity Structure, Inventory Valuation, and Year-End Opportunities first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Making More Money? Why Cash Flow and Tax Planning Matter More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
