Back to Insights
Insights: Tax Strategies
Discover industry insights, macro trends, and valuable strategies designed to guide your financial journey. Subscribe to get the latest insights delivered straight to your inbox.
Recent posts
Adem Tumerkan • Sep 4, 2026
OBBBA Tax Changes for Individuals: 2026 Advisor Guide
Explore the significant tax changes introduced by the One Big Beautiful Bill Act and understand how they impact individuals and businesses.
Tax StrategiesFinancial AdvisorPlanning Strategies
Adem Tumerkan • Jun 18, 2026
Intermediated Installment Sale: Capital Gains Deferral for Up to 20 Years
See how financial advisors may use Intermediated Installment Sales to help clients defer capital gains, preserve capital, and manage sale proceeds.
Tax Strategies
Adem Tumerkan • Jun 25, 2026
OBBBA and Charitable Giving: How the New Tax Rules Reduce Deductions
Beginning in 2026, OBBBA changes how charitable deductions work for high earners. Learn how the new rules affect giving—and planning strategies to consider
Tax Strategies
All Posts
Adem Tumerkan • Jun 25, 2026
Maximizing IRC 1202 Tax Benefits: Stacking & Packing for QSBS Gains
Learn how IRC 1202 'stacking and packing' strategies maximize QSBS tax exclusions—helping business owners potentially unlock millions tax-free.
Tax Strategies
Adem Tumerkan • Sep 15, 2026
ABLE Account Changes 2026: New Age Limits, Higher Contributions, & What Financial Advisors Need to Know
ABLE account changes 2026 are now in effect — new age limits, higher contributions, and permanent provisions. A planning guide for financial advisors.
Tax StrategiesDunham Trust
Adem Tumerkan • Sep 17, 2026
Crypto Tax-Loss Harvesting and Wash-Sale Rules: What You Need To Know in 2026
Learn how crypto tax-loss harvesting works, where wash sale rules stand in 2026, and what investors should consider before using losses for tax planning.
CryptoTax Strategies
Adem Tumerkan • Jun 23, 2026
QSBS and IRC 1202 Explained: How Business Owners May Exclude Capital Gains
Learn how Qualified Small Business Stock under IRC 1202 may help eligible business owners exclude capital gains, plus key rules, limits, and planning strategies.
Tax Strategies
Adem Tumerkan • Sep 3, 2026
The Tax Benefits of Hiring Your Child: A Strategy That Can Save Thousands in 2026
Discover the tax benefits of hiring your child in your business in 2026 — from tax-free income and business deductions to FICA savings and Roth IRA opportunities.
Tax Strategies
Adem Tumerkan • Mar 24, 2026
Securities Based Lending: How to Pay a Tax Bill Without Selling Your Portfolio
Why sell and trigger capital gains when you can borrow instead? Securities based lending lets investors cover tax bills without touching their portfolio
BankingTax Strategies
Adem Tumerkan • Jun 24, 2026
Wyoming Dynasty Trusts: How to Build a 1,000‑Year Family Bank
Learn how a Wyoming dynasty trust can act as a 1,000‑year family bank, avoid repeated estate taxes, and use AFR loans to keep heirs accountable and capital compounding.
Tax StrategiesDunham Trust
Adem Tumerkan • Jul 27, 2026
What Is the Best Retirement Account? It Depends — Here's How to Choose
No single retirement account is best for every client. Learn how advisors compare 401(k)s, Roth IRAs, HSAs, SEP IRAs, and solo 401(k)s
Tax Strategies
Adem Tumerkan • Sep 15, 2026
The Augusta Rule: How Business Owners Turn Home Meetings Into Tax-Free Rent
Renting a home to an S corp for meetings creates a business deduction and tax-free income. Explore the rules, IRS audit risks, and documentation needed.
Tax Strategies
Adem Tumerkan • Sep 15, 2026
How Financial Advisors Use DAF Bunching to Offset the Charitable Giving Floor
Learn how bunching multi-year charitable contributions into a donor-advised fund eliminates annual AGI haircut losses and bypasses capital gains taxes.
Tax Strategies