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
Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For
Make the most of your holiday visit by checking in on your retired parents’ well-being, financial health, and estate planning. Here’s what to review while you’re together. Use the Holidays to Ensure Your Parents’ Well-Being—Financially and Otherwise The holidays are a time for celebration, family meals, and meaningful reconnection—but they’re ...
<p>The post Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know
Learn how annuities are taxed based on type, payout structure, and ownership—essential insights for retirees, estate planners, and beneficiaries. Annuity Taxation Explained: A Guide for ...
<p>The post Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z
Discover how different generations invest, what influences their financial decisions, and how you can use these insights to build a smarter investment strategy. From Boomers to Gen Z: Lessons in Investing Across the Generational Divide Every generation has its own approach to money, shaped ...
<p>The post Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
