ABOUT Judy

Judy brings a detail-oriented, thoughtful approach to her work at Omni, supporting clients across a wide range of accounting and tax needs. She plays an active role in preparing financial reports, assisting with business and individual tax filings, and supporting day-to-day accounting processes. Known for her accuracy, reliability, and steady communication style, Judy helps ensure clients receive clear, timely, and well-organized financial information.

Outside of work, Judy enjoys spending time with family and exploring new hobbies that keep her learning and engaged.

A BRIEF HISTORY

Judy joined the firm in 2021 and holds a Bachelor’s Degree in Accounting from Thomas Edison State University in New Jersey. Her growing experience in accounting, financial reporting, and taxation makes her a valuable contributor to Omni’s client service and support teams.

*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 Judy is engaged, or continues to be engaged, to provide investment advisory services.

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Selling a Business? The Financial Planning Should Start Long Before the Sale

Selling a business is more than a transaction. Learn why business owners should plan early for valuation, taxes, succession, estate planning, investment of sale proceeds, and life after the exit. For many entrepreneurs, selling a business represents the culmination of years—or decades—of hard work. But the financial impact of a sale can extend ...

<p>The post Selling a Business? The Financial Planning Should Start Long Before the Sale first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post You’ve Built Significant Wealth. What Should Your Financial “Second Act” Look Like? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<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>