It’s 2023 tax planning time at Omega and we are not only focused on what we may need/want to do before year-end…we are thinking bigger. At Omega, we are about “integrating your values, vision and wealth…for a life without regrets.” Often people assume that “legacy” is exclusively for the wealthy. The reality is that we ALL have the ability to create a legacy whether it is in terms of money or impact. The key in both cases is to be intentional, and that’s what this newsletter is focused on. Read more here:2023 Q4 Newsletter FINAL
