Omni 360 Advisors LLC
609-452-0889 | 877-623-2266
Integrated Tax, Legal, Accounting, Financial
& Business Planning Solutions.
Let our Accountants, Attorneys, & Financial Advisors partner with you through life's opportunities & challenges.
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Payment Portal
for Tax and Accounting invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
What Really Counts in Your Estate? (Hint: It’s Not Just What You Own)
Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term ...
The post What Really Counts in Your Estate? (Hint: It’s Not Just What You Own) first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreAvoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success
The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...
The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreCreating an Integrated Plan for Generational Wealth Transfer
Planning for the future means more than just saving for retirement—it involves creating a strategy ...
The post Creating an Integrated Plan for Generational Wealth Transfer 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.
Payment Portal
for Tax and Accounting Invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
What Really Counts in Your Estate? (Hint: It’s Not Just What You Own)
Uncovering the lesser-known assets that could trigger estate taxes if you don’t plan ahead. When people hear the term ...
The post What Really Counts in Your Estate? (Hint: It’s Not Just What You Own) first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreAvoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success
The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...
The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreCreating an Integrated Plan for Generational Wealth Transfer
Planning for the future means more than just saving for retirement—it involves creating a strategy ...
The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See more
