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Kurt Liverpool - Omni360 Advisors

Kurt Liverpool

Staff Accountant

Tax Reduction PlanningTax ServicesTax, Consulting & Accounting Services

ABOUT Kurt

Kurt is known for his ability to navigate complex financial environments with clarity and precision. He has guided a diverse range of clients through critical decision-making processes, operational improvements, and financial challenges. His commitment to accuracy, process enhancement, and client-focused service has earned him a reputation as a reliable and trusted advisor. Kurt brings a calm, solutions-oriented approach to every engagement, helping clients strengthen their financial foundation and achieve long-term stability.

TEAMS

Orange Team

A BRIEF HISTORY

With more than 20 years of experience in financial analysis, reporting, and advisory services, Kurt is a seasoned accounting professional with expertise spanning budgeting and forecasting, audit support, cash management, financial systems implementation, and strategic planning. His extensive background across industries allows him to deliver tailored, insightful guidance that supports both day-to-day operations and long-term goals. Kurt’s depth of knowledge and practical approach make him a valuable member of the Omni team.

*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 Kurt is engaged, or continues to be engaged, to provide investment advisory services.
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Recent Posts

Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore

Health care is one of the most significant and often underestimated retirement expenses. Explore Medicare, long-term care, and tax planning considerations for affluent families. When most people think about retirement planning, they focus on investment ...

<p>The post Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals

Review key 2026 Social Security updates and planning considerations for high-net-worth individuals, business owners, and multigenerational families. Social Security is often viewed as a baseline retirement benefit. For high-net-worth individuals and business owners, however, it can still play a meaningful role—particularly in the context of tax planning, ...

<p>The post 2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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