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Kris Holland - Omni360 Advisors

Kris Holland

Tax & Accounting Client Liaison

ABOUT Kris

Kristen brings a diverse background to her role as Client Liaison for Tax and Accounting at Omni 360 Advisors. Before joining the firm, she spent several years working within a family-owned business that operated multiple entities, including a hair salon and a construction company. She later dedicated time to being a full-time homemaker to her now college-aged children, further strengthening her organizational and multitasking skills.

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A BRIEF HISTORY

Since joining the firm, Kristen has become an essential part of the client service experience. In her role as Client Liaison, she supports both the tax and accounting teams, ensuring clients receive attentive, friendly, and efficient service throughout their engagement with Omni. She is known for her warm communication style, reliability, and genuine dedication to assisting clients and colleagues alike.

Outside of work, Kristen enjoys spending time with her family and friends, taking weekend trips to the Jersey Shore, and exploring local destinations. Her greatest source of pride is her children.

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*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 Kris 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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