Blog | Dunham

Tax Strategies 2/4/2025

Maximizing IRC 1202 Tax Benefits "Stacking & Packing" for QSBS Gains

IRC Section 1202 offers business owners significant tax advantages, allowing up to $10M in capital gains exclusions. Financial advisors can enhance...

Financial Advisor 1/28/2025

Understanding QSBS & IRC 1202: A Key Tax Strategy for Business Sales

Qualified Small Business Stock (QSBS) under IRC 1202 offers business owners a chance to eliminate up to 100% of capital gains taxes. Advisors can h...

Tax Strategies 12/17/2024

Like the Mets Landing Juan Soto, Your Year-End Tax Strategy Should Be a Game-Changer

Just like the Mets’ big move signing Juan Soto, your year-end tax strategy should be a game-changer. From maximizing retirement contributions to st...

Dunham Donor-Advised Fund 12/10/2024

Your Clients May Be Missing Thousands in Charitable Tax Benefits - Here is Why

Discover how your clients could maximize their charitable tax benefits using strategic approaches like donor-advised funds and "bunching" contribut...

Financial Advisor 11/5/2024

Seven Arrows for Financial Advisors Helping Clients Sell Businesses and Real Estate

Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a...

Tax Strategies 11/21/2023

Navigating Year-End Mutual Fund Distributions: Understanding Tax Fairness and Strategies

Navigate mutual fund tax implications: debunk misconceptions on year-end distributions. These distributions aren't extra tax but prepayments, ensur...