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Client Liaison

TAX REDUCTION PLANNING FINANCIAL PLANNING TAX, CONSULTING & ACCOUNTING SERVICES TAX SERVICES

ABOUT JOANNE

Joanne Kuczynski is a client liaison with the Private Client Group at Omni 360 Advisors. Joanne is experienced in the financial sector, with a deep understanding of wealth management, life insurance and annuity planning.

In her spare time, Joanne enjoys going on long walks with her husband and their 2 dogs and enjoys spending time with their 2 children.

A BRIEF HISTORY

Joanne is a graduate of Wagner College and holds a Bachelor of Science degree in Business Administration.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Joanne is engaged, or continues to be engaged, to provide investment advisory services.
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Recent Posts

Smart Tax Planning Strategies for a Wealthier Retirement and Legacy

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 ...

<p>The post Smart Tax Planning Strategies for a Wealthier Retirement and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

New Estate Tax Bill Spurs Important Review—But No Need to Panic

A proposed bill to permanently raise the estate‑tax exemption offers planning clarity—but it’s not law yet. Here’s why any major tax change should prompt a ...

<p>The post New Estate Tax Bill Spurs Important Review—But No Need to Panic first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Strategic Financial Guidance Turns Market Volatility into Opportunity

Navigate market uncertainty with confidence. Learn how strategic financial advice can transform volatility into long-term growth opportunities. Market fluctuations often stir anxiety, even among experienced investors. For business owners, multigenerational families, and individuals navigating post-liquidity ...

<p>The post How Strategic Financial Guidance Turns Market Volatility into Opportunity first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>