Tax + Investment Planning for Retirement (360° OmniView)

Proposed tax law changes, retirement goals, staying financially organized, estate & gift tax rules

"3 CFPs, 2 CPAs, and an Attorney walk into a bar..." Welcome to The 360° View! In the video above, we discussed important topics related to potential new tax laws, retirement planning, financial organization, and new estate planning rules. Incidentally, if you have topics or concerns that you wish for us to cover in future videos and articles-please hit reply and let us know!     Jim Colitsas CPA gives an overview of proposed tax law changes and things for business owners and individuals to be aware of,   Linda Farinola, CFP®, CFA, EA discusses the process to help clients envision their retirement goals and lifestyle.   Bryan Katz, CFP®, RICP®, CLU®, ChFC®, CASL® provides tips for younger people & pre-retirees getting and staying financially organized.   Finally, Neel Shah, Esq. CFP® CEPA® discussed current estate and gift tax rules as well as upcoming changes scheduled for 2025. Omni 360 Advisors LLC February 22, 2024

Tax + Investment Planning for Retirement (360° OmniView)

Today’s discussion is focused on strategies for retirement planning, taxes, and investments. We explore topics like stock compensation vehicles and how to plan for them from a tax perspective as retirement approaches. Diversifying investments, cost averaging lump sums, and starting tax planning early were discussed as ways to optimize investments and minimize future taxes. Hope you find it enjoyable & informative! Omni 360 Advisors LLC April 02, 2024

4th Quarter 2023 Tips, Estate Tax Predictions & Dumb Money!

Get your finances in order for the home stretch of 2023! Neel shares tips for Taxes, Trusts, & learning from movies like Dumb Money.   Plus strategies to consider to gift, donate, and tax plan. Popcorn-worthy Tax, Financial & Legal information! September 26, 2023

Fall Financial: Updates, Tax Tips, & Planning Pointers

Quick Financial & tax tips today! 10 minutes gives you: - New IRS guidance on 401k contributions, - changes to the FAFSA form, - caveats from of Schwab/TD Ameritrade merger, -interest rates, -the job market, - state tax deductions for small businesses, - and more! Tune in to get an overview of current events and strategies to help with your finances. September 20, 2023

When will your money double?, Tchotchke planning & IRS fraud guidance

3 key tax, financial & estate takeaways while working from a cottage in Vermont: 1) Quick tip on how to calculate (approximately) how long it will take for your money to double, 2) Planning for your personal belongings, 3) IRS fraud prevention tips. Enjoy! September 12, 2023