Explore advanced multigenerational planning strategies for grandparents under SECURE 2.0 and the One Big Beautiful Bill Act (OBBBA). Learn how to use 529 plans, dynasty trusts, SLATs, and charitable strategies to optimize tax, estate, and financial aid outcomes.
Grandparents occupy a unique and powerful position in the family wealth equation. They have the ability to support future generations through education funding, legacy planning, and intergenerational wealth transfer—but only if their planning is done with foresight. With recent legislative changes like SECURE 2.0, the One Big Beautiful Bill Act (OBBBA), and renewed FAFSA rules, 2025 presents rare opportunity: to design structures that protect wealth, reduce tax exposure, and support grandchildren without undermining financial aid or triggering unintended consequences.
September 18, 2025 | Estate planning
Explore advanced multigenerational planning strategies for grandparents under SECURE 2.0 and the One Big Beautiful Bill Act (OBBBA). Learn how to use 529 plans, dynasty trusts, SLATs, and ...
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September 17, 2025 | Tax Planning
Discover how New Jersey residents can benefit from the Senior Freeze, ANCHOR, and Stay NJ programs. Learn eligibility criteria, application steps, and how the PAS-1 ...
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September 11, 2025 | Financial Planning
The rushed shift by Treasury toward eliminating paper checks by September 30, 2025 could leave vulnerable taxpayers behind. Learn the risks and how to navigate them. A ...
Learn MoreAugust 14, 2025 | Business Succession Planning
Learn how the Qualified Business Income (QBI) deduction works, who qualifies, and practical strategies to maximize this 20% tax savings opportunity for your business. For ...
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July 16, 2025 | Tax Planning
With more than 800 pages of fine print, the new law rewrites rules on everything from headline brackets to niche deductions for tips and overtime. Below we ...
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July 15, 2025 | Tax Planning
The One Big Beautiful Bill Act spans more than 800 pages and rewrites entire sections of the Internal Revenue Code, from individual rates to international sourcing ...
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June 25, 2025 | Estate planning
Stay ahead with an expert breakdown of the Senate and House tax plans under the “One Big Beautiful Bill.” Key provisions, differences, and actionable insights for business owners, HNW families, and legacy clients. Congress ...
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June 23, 2025 | Estate planning
As families transition into retirement or navigate life post-business sale, the tax implications of their decisions become more complex—and more consequential. Smart tax planning is not about loopholes or short-term tricks; it’s about crafting a lifetime strategy to ...
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May 29, 2025 | Tax Planning
Unlocking the New Tax Landscape: How to Prepare for Proposed 2025–2028 Deductions At Omni 360 Advisors, we help individuals and businesses stay ahead of changing ...
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May 5, 2025 | Tax Planning
Learn how investors holding Apple, Tesla, or Berkshire Hathaway stock can reduce risk and manage taxes when diversifying. Why Concentrated Stock Holdings Are Risky Over the past few decades, many successful investors, executives, and ...
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