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Insights: Tax Strategies
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Recent posts
Adem Tumerkan • Recent
The OBBBA: A Complete Guide to What Changed & What It Means for Your Clients
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 • Recent
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 • Recent
Charitable Remainder Trusts: Tax & Estate Planning Guide for Financial Advisors
Discover how Charitable Remainder Trusts (CRTs) can help clients avoid capital gains tax, provide income, and create a charitable legacy, enhancing your financial advisory practice.
Tax StrategiesDunham Trust
All Posts
Adem Tumerkan • Recent
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
Adem Tumerkan • Recent
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 • Recent
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 • Recent
Crypto Tax Loss Harvesting: The Tax Break Stocks Don't Get
Crypto isn’t subject to wash sale rules in 2026, so clients can sell at a loss, buy back immediately, and use those losses to offset stock and ETF gains.
CryptoTax Strategies
Adem Tumerkan • Recent
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 • Recent
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 • Recent
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 • Recent
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 • Recent
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 StrategiesMental Toolbox
Adem Tumerkan • Recent
The Augusta Rule Could Be the Tax Strategy Your Clients Are Missing
Learn how the Augusta Rule lets business owners rent their home to their company for up to 14 days a year and pay zero federal income tax on that income.
Tax Strategies