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Kelly Ditosto - Omni360 Advisors

Kelly Ditosto

Senior Tax Advisor & Accounting

Tax Reduction PlanningTax ServicesTax, Consulting & Accounting Services

ABOUT Kelly

Kelly holds a Bachelor of Science in Accounting from Villanova University and is a member in good standing with both the Pennsylvania Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She brings strong technical expertise, professionalism, and a thoughtful approach to her work, offering clients dependable guidance rooted in decades of experience.

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A BRIEF HISTORY

Kelly joined the firm in 2018 with more than 30 years of diverse public accounting experience across Pennsylvania and New Jersey. Throughout her career, she has worked with individuals, small businesses, and complex organizations, developing a well-rounded understanding of tax, accounting, and financial reporting. Her depth of knowledge and commitment to accuracy make her a highly valued 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 Kelly is engaged, or continues to be engaged, to provide investment advisory services.

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Recent Posts

Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners

For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...

<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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New State Retirement Plan Requirements for Small Businesses in New Jersey and New York

Small businesses in New Jersey and New York may face new retirement plan compliance requirements in 2026. Learn who is affected, key deadlines, and important ...

<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever

Learn what a K-shaped economy means, how it affects investors and business owners, and why maintaining a diversified portfolio may help navigate an increasingly uneven ...

<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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