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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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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.

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
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more