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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 Sales: 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 Strategies
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
2026 ABLE Account Changes: New Age Limits, Rules, & Planning Strategies
Major ABLE account changes take effect in 2026. Learn how new age limits, contribution rules, and tax benefits impact SSI, Medicaid, and planning.
Tax StrategiesDunham Trust
Adem Tumerkan • Recent
Crypto Tax Loss Harvesting: How the Wash Sale Exception Works
Crypto tax loss harvesting remains a major 2025 opportunity as the wash sale rule doesn’t apply to digital assets. Here’s how advisors can use it
CryptoTax Strategies
Adem Tumerkan • Recent
QSBS & IRC 1202: How Business Owners Can Eliminate Capital Gains Tax
Learn how IRC 1202 rules on Qualified Small Business Stock (QSBS) can help business owners eliminate capital gains on qualifying C-Corporation stock sales
Tax Strategies