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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
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
The wash sale rule does not apply to crypto in 2026. Here is what financial advisors need to know about tax loss harvesting for clients who hold digital assets.
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
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
How a Wyoming Dynasty Trust Creates a Family Bank That Builds Generational Wealth
For financial advisors: a Wyoming dynasty trust acts as a family bank — lending at AFR, compounding tax-free, and preserving generational wealth across 40 generations.
Tax StrategiesDunham Trust