Asset Protection Planning
It's important to accumulate and to grow your assets-but it's also important to protect everything for which you worked so hard.
Neel Shah, Esq., CEPA, CFP®
CO-CEO, Partner, Attorney & Financial Advisor
Business Succession Planning
An important aspect of planning for your business’ future is to have a seamless succession plan in place.
Divorce Mediation Services
AMS has helped numerous couples successfully navigate high-asset divorces that require intricate knowledge of complex financial matters.
Environmental, Social, and Governance-Based Investing
Omni 360° is proud to offer an investment approach. When you partner with us on ESG investing, you have an opportunity to invest in companies that align with your personal values, specifically those companies with socially conscious and environmentally responsible programs.
Estate Planning, Wills & Trusts
One of the most important protections we can provide to our loved ones after our passing is a clear and complete estate plan.
Financial Planning Assistance
It can be difficult to make smart money moves that allow you to grow and protect your life.
Investment Oversight Service
Reviewing your investments and designing a personalized portfolio appropriate to your needs.
Professional Fiduciary Services
The determination of who will be the trustee of your trust is a very important decision. The person who becomes your trustee will have to oversee administrative tasks, determine when distributions are made and be cognizant of the tax and trust laws that affect the administration.
Retirement Planning
What does Retirement mean to you? For many, it means transitioning from living a life of what you “have to do” to a life of what you “get to do.”
Risk Management Services
Life insurance is essential to safeguarding both your loved ones and your business. Without expert assistance, however, it can be difficult to determine what policy may be best for you.
Tax, Consulting & Accounting Services
Business enterprises of all sizes need to be able to rely on accurate and insightful financial information in order to maintain profitability and to capitalize on new opportunities.
Tax Reduction Planning
Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies.
Tax Services
At Omni 360°, we guide our clients through a full- range of tax planning and preparation decisions with the aim of minimizing your aggregate tax liabilities and maximizing your cash flow.
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<p>The post Q4 2025 Market Outlook: What Investors Should Know Now first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post How the IRS’s Use of AI Could Improve Tax Efficiency—and What It Means for You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Finding Strength in Stillness: Why Patience is the Investor’s Greatest Tool first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
