In The Press
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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
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Recent Posts
Your Tax Return Is a Roadmap: What to Review Before Year-End
Your completed tax return can reveal planning opportunities before year-end. Review investment gains, business income, retirement contributions, and estimated tax payments with your tax and ...
<p>The post Your Tax Return Is a Roadmap: What to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Business Owners: Five Financial Conversations to Have Before December
Before year-end, business owners should review profit projections, cash reserves, major purchases, retirement plan funding, and personal financial goals with their advisory team. The start ...
<p>The post Business Owners: Five Financial Conversations to Have Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture
Before making year-end tax, investment, retirement, business, or charitable decisions, consider how each move affects your broader financial picture. Year-end financial planning often starts with ...
<p>The post Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
