Integrated Tax, Legal, Financial & Business Planning Solutions.
Let our in-house Certified Public Accountants, Enrolled Agents,
Certified Financial Planners ®, Estate Planning Attorneys & Tax Lawyers, Investment Advisors, and Insurance
Agents partner with you through life's opportunities & challenges.
“The future depends on what you do today”
-Mahatma Gandhi
Schedule your free Exploratory phone call
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can be of assistance.
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Recent Posts
Catch-Up Contributions
A recent survey found that 18% of workers are very confident about having enough money ...
The post Catch-Up Contributions first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreDisability and Your Finances
The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. ...
The post Disability and Your Finances first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreUS Companies Are The Innovation Leaders
We watch many economic trends and business issues evolve as a financial professional. The rapid ...
The post US Companies Are The Innovation Leaders first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreAsset 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.
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Careers/Open Positions
Explore all available job
listings and become a part of an amazing team.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
Catch-Up Contributions
A recent survey found that 18% of workers are very confident about having enough money ...
The post Catch-Up Contributions first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreDisability and Your Finances
The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. ...
The post Disability and Your Finances first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreUS Companies Are The Innovation Leaders
We watch many economic trends and business issues evolve as a financial professional. The rapid ...
The post US Companies Are The Innovation Leaders first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See more
