ABOUT Rishi

Rishi Desai brings extensive experience and a client-centered approach to the Omni 360 Advisors team. He is dedicated to helping business owners navigate the complexities of estate and business planning, with a particular focus on dentists and other professionals who require tailored strategies for both their personal and practice needs.

Rishi is known for his ability to simplify complex legal and financial concepts into clear, practical guidance. He works closely with clients to understand their objectives and develop thoughtful, comprehensive plans that address their concerns—while providing strategic advice without handling transactional legal matters. His calm, analytical approach and genuine commitment to client success have earned him a reputation as a trusted advisor and steady advocate.

A BRIEF HISTORY

Rishi’s professional background is rooted in providing strategic legal counsel to business owners and professionals. He is admitted to the bar in New Jersey, Pennsylvania, and New York, and remains active in the legal community. His service as a Trustee at Large for the South Asian Bar Association of New Jersey reflects his dedication to professionalism and community engagement.

At Omni 360, Rishi collaborates with clients to design customized estate and business planning strategies that safeguard assets, minimize tax exposure, and support seamless future transitions. His work is efficient, forward-thinking, and always aligned with the unique goals and long-term vision of each client.

*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 Rishi 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>

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>

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>