In The Press
Schedule a meeting with a member of our advisory team
IN THE PRESS
Click below to view the Omni 360 Team as quoted in the press.
The Admired Advisor Podcast
Mindset Shifts, Thinking Beyond Transactions, and Prioritizing What Matters with Neel Shah
Nerdwallet
December 08, 2021
CHARITABLE DONATIONS: MAXIMIZE HOLIDAY SPIRIT, MINIMIZE TAXES
Inc.
November 23, 2021
ENSURING THEIR FUTURE: ESTATE PLANNING CONSIDERATIONS FOR ENTREPRENEUR
Kiplinger
November 8, 2021
RETIREES, GET AN UPFRONT TAX RATE FOR DELAYED CHARITABLE GIVING
Kiplinger
October 28, 2021
RETIREES, HERE'S WHAT TO CONSIDER WHEN BUYING AN ANNUITY
BARRON'S
May 13, 2021
CLIENTS ARE ALL TALK, LITTLE ACTION WHEN IT COMES TO MOVING FOR TAX REASONS
NEWSDAY
December 22, 2020
AFTER PANDEMIC-SCRAMBLED 2020 IT’S TIME TO GET FINANCES IN ORDER FOR 2021
NEWSDAY
October 28, 2020
MONEY FIX: LOW INTEREST RATES CAN BOOST PURCHASING POWER FOR YOUNGER-SET
Legal Zoom
June 15, 2020
HOW BLENDED FAMILIES ARE CHANGING THE ESTATE PLANNING RULES
THE WALL STREET JOURNAL
June 9, 2020
New Yorkers are Giving More Despite Coronavirus Hardships
THE WALL STREET JOURNAL
February 14, 2020
SHOULD PARENTS TRY TO SPEND THE SAME AMOUNT OF MONEY ON EACH CHILD?
SIMPLE DOLLAR
November 19, 2019
HOW TO PAY FOR A LOVED ONE’S MEMORY CARE AND MANAGE THEIR FINANCES
U.S. NEWS AND REPORTS
July 7, 2017
HOW AMERICANS CAN REVERSE THEIR BIGGEST RETIREMENT SAVINGS REGRET
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
Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why
Tax, investment, and estate planning decisions often overlap. Learn why coordination among your CPA, financial advisor, and estate attorney can help create a more cohesive financial and legacy strategy. For business owners, high-net-worth families, and individuals navigating a major financial transition, important decisions rarely fit ...
<p>The post Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The Tax Opportunities People Often Miss in the Years Between Retirement and RMDs
The years between retirement and required minimum distributions can create valuable tax-planning opportunities. Learn how Roth conversions, capital gains, charitable giving, and income timing may fit into a coordinated retirement strategy. Retirement is often viewed as the point when financial planning becomes ...
<p>The post The Tax Opportunities People Often Miss in the Years Between Retirement and RMDs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Should You Gift Money to Your Children Now or Leave It to Them Later?
Should you give money to your children during your lifetime or leave it as an inheritance? Explore the family, tax, control, and legacy considerations that can help guide the decision. For many successful families, estate planning eventually raises ...
<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
