609-452-0889 877-623-2266
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.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Schedule now

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Pay Us here

Blog

Video Library

Join our newsletter

In The Press

Client Login

Resources

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Learn More

Estate Planning Isn’t Just About Who Gets Your Money

Estate planning goes beyond distributing assets. Learn how healthcare directives, powers of attorney, guardianship, trusts, beneficiary designations, incapacity planning, and family communication can help create a more complete ...

<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Learn More

How Much Cash Should a High-Net-Worth Family Actually Keep?

How much cash should a high-net-worth family keep on hand? Explore how emergency reserves, taxes, major purchases, business needs, and investment opportunities can shape a thoughtful liquidity strategy. For many high-net-worth families, the question is not whether they have enough cash. ...

<p>The post How Much Cash Should a High-Net-Worth Family Actually Keep? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Learn More