How does the millionaire’s tax affect you?
In November 2022, Massachusetts voters approved a new tax on millionaires that will take effect in 2023. Under the new law, individuals…
Schedule a meeting with a member of our advisory team
Tax-Friendly Retirement States: What to Know
Planning ahead for the future of your retirement, the possibility of health care expenses in the form of long-term care planning, and…
How Do I Know If My Retirement Income Will Be Taxed?
When is the last time you sat down to look over your retirement account? What about the last time you sat down…
Will a Roth Conversion Help You Save on Taxes?
Many people are not aware that traditional individual retirement accounts are set up in ways that incentivize you or your heirs to…
Which States Don’t Charge a State Income Tax?
As you get older and plan ahead for retirement, it's important to think about all the financial implications of the decisions that…
What Happens to a Joint Bank Account When One Person Dies?
Ownership of certain accounts is an important thing to know in the back of your mind if you jointly share one with…
Biden Contemplating Significant Federal Tax Increase
Any change in presidential administration or big shifts in Congress could change current estate plan impacts, and that’s certainly true now. For…
What Do You Need to Know About Estate Planning Options with Potential Biden Tax Increases?
As we get closer to an election, it's important to think about how your estate plan might need to be updated or…
Study Shows That Taxes Are a Leading Reason Americans Renounce Their Citizenship
Moving to a different state carries its own set of unique estate planning concerns but moving abroad makes them even more complicated.…
Use Tax Planning to Reduce What You Owe
As we approach the end of the year, it's a good opportunity to engage in the process of tax planning by speaking…
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
Beyond the Numbers: How to Evaluate Investment Performance Claims
Learn how to evaluate investment performance claims, understand gross versus net returns, and consider investment risk before making financial decisions. Why Investment Performance Requires Context ...
Financial Advice in the Digital Age: What Families Should Know About Social Media, Testimonials, and Trust
Explore how social media, online reviews, and financial advertising influence financial decisions, and learn what families should consider before relying on online advice. Financial Information ...
DIY Investing vs. Hiring a Wealth Manager: When Does Professional Financial Guidance Make Sense?
Should you manage your own investments or hire a wealth manager? Explore the benefits, costs, and considerations of professional financial guidance versus DIY investing. Managing ...
