ArticleTax Strategies
2026 Year-end tax planning
The final quarter of the year is a great time to review your tax planning. Many of these tax planning strategies need to be completed by the end of the…
2 min read · September 28, 2026
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Tax Strategies
Everything we've published on Tax Strategies.
ArticleTax StrategiesHow Families Stay Financially Stable in 2026
Your income hasn’t changed, but somehow, your money runs out faster every month. Sound familiar? Groceries, housing, utilities, healthcare, insurance…
4 min read · July 14, 2026
ArticleTax StrategiesHow to Build Long-Term Financial Confidence
True long-term financial confidence comes from preparing for the unexpected—market drops, health emergencies, job loss—not just chasing growth. A…
4 min read · June 10, 2026
ArticleTax StrategiesSigns Your Financial Plan Isn’t Keeping Up With Your Life—Even If You’re Doing “Everything Right
You max out your employer match, keep three to six months of living expenses in an emergency fund, and diligently track your savings plan. So why does…
3 min read · May 12, 2026
ArticleTax StrategiesHow Strategic Investments Turn Small Steps into Big Wealth: Tips from OmniStar Financial Group
Want to know the secret to building lasting wealth? It’s not about sudden windfalls or risky bets—it’s about making smart, strategic investment…
3 min read · February 25, 2026
ArticleTax StrategiesThe Tax Deadline is Coming – Don’t Just File, Optimize
By Phil Clark, Founder & Wealth Advisor at OmniStar Financial Group We’re two weeks out from the April 15th tax deadline. Like many Americans, you might…
2 min read · April 3, 2025
ArticleTax StrategiesTax-Efficient Investment Strategies for High-Net-Worth Individuals: How Financial Experts Can Help
Managing wealth is about more than just growing assets—it’s about keeping more of what you earn. For high-net-worth individuals (HNWIs), tax-efficient…
3 min read · March 4, 2025
ArticleTax StrategiesTop 5 Things You Should Be Doing Now To Prepare for Tax Filing Season
Tax season is here, and whether you’re an early filer or a last-minute scrambler, getting organized now can save you time, stress, and possibly even…
3 min read · January 24, 2025
ArticleTax StrategiesYear-end Planning 2024
It’s hard to believe we’re in the final month of 2024, each year seems to move just a little faster than the last. Perhaps this is a sign of age!…
3 min read · December 6, 2024
ArticleTax StrategiesPreparing for Potential Tax Increases
With presidential elections just around the corner and the associated uncertainties, it is the perfect time to start planning for various tax scenarios…
3 min read · June 28, 2024
ArticleTax StrategiesPresident Biden’s Fiscal Year 2025 Budget Proposal
In the latest budget proposal from the Biden administration, significant changes to tax policies are on the table, and they are aimed at you. President…
3 min read · April 3, 2024
ArticleTax StrategiesDebunking the 50/30/20 Rule
One of my favorite quotes by Albert Einstein is, “Every problem should be simplified as far as possible, but no further.” The 50/30/20 rule fails his…
4 min read · March 28, 2024
ArticleTax StrategiesBeware of Scams During Tax Season
It’s tax season! Around this time every year, the Internal Revenue Service (IRS) publishes its Dirty Dozen—a list of scams used by criminals for the…
3 min read · March 15, 2024
ArticleTax StrategiesWhy Strategic Asset Allocation Strategies are Essential for Your Portfolio
Asset allocation refers to the process of dividing your investment portfolio into various asset categories such as stocks, bonds, and real estate…
2 min read · July 3, 2023
ArticleTax Strategies1031 Exchanges and What You need to know
When it comes to 1031 exchanges, the rules and regulations are very specific and must be followed precisely. Failure to follow these rules can lead to…
2 min read · March 24, 2023
ArticleTax StrategiesThe Questions You Should Ask Your Wealth Advisor
Seventy-five percent of Americans say they wing it when it comes to financial planning. The majority live paycheck to paycheck and cannot cover an…
3 min read · March 31, 2022
ArticleTax StrategiesEverything to Consider When Choosing a Financial Consultant Near Me
Many American families do want to save for the future. In fact, 52% of families have some level of investment in the stock market. Whether they choose to…
3 min read · December 20, 2021
ArticleTax StrategiesEverything to Consider When Choosing a Financial Planner in Wilmington
Choosing a financial planner can be an overwhelming task, especially if you’re searching for a financial advisor in Wilmington or a financial consultant…
3 min read · November 16, 2021
ArticleTax StrategiesConsumer Confidence Lower in September (Again)
Regardless of your confidence, everyone needs a contingency plan? On September 28th the Conference Board announced that its Consumer Confidence Index…
5 min read · October 3, 2021
ArticleTax StrategiesTax Considerations When Selling Your Small Business
Nearly half of all Americans—47.5 percent—are employed by small businesses. This means that approximately 60 million employees in the United States work…
4 min read · June 18, 2021
ArticleTax StrategiesBiden’s Tax Plan (proposal)
On May 28, President Biden’s Major Tax Plan Proposal and Fiscal Year 2022 Budget was released to Congress where he proffered his vision for the “American…
5 min read · June 7, 2021
ArticleTax StrategiesWill The Recurring Child-Care Tax Credit Benefit the Economy?
The Biden administration has unrolled a number of tax breaks and economic stimulus programs in its first few months, and these plans and their potential…
3 min read · May 6, 2021
ArticleTax StrategiesPay Off Your Mortgage Early? Maybe Not
A home loan is the biggest financial liability most Americans ever assume, and paying off a mortgage is a long-term goal for many of us. The question…
3 min read · February 26, 2021
ArticleTax StrategiesCapital Gains Taxes and When They Apply
Capital gains taxes often come shrouded in myths and misconceptions, leading to confusion about their application and impact on investments. Clearing…
3 min read · February 17, 2021