For example, one of Dimov Tax’s clients received compensation in the form of salary, bonus, RSUs, and ISOs. She reached out for tax planning before exercising her options.

For example, a U.S. corporation with foreign sales is currently eligible for an FDII deduction of up to 37.5%, which reduces its effective tax rate on the export income from 21% to 13.125%. In 2026, ...

The IRS provides two examples of situations that may or may not affect the nature of a 501(c)18 plan and its tax-exempt status. These examples offer insight into how these plans work. Example No. 1 ...

Start with Your Budget. Last time, we talked about nailing down your retirement budget. For example, let’s say you’re spending $96,000 a year—some for basic needs, some for fun.

In today’s Crypto for Advisors, Bryan Courchesne from DAIM provides information on tax planning for crypto trades ... with the unique tax situations this asset class presents. For example, crypto is ...

For example, you can move legacy assets, such as land, out of a taxable base while still. providing for succession and tax-planning opportunities.

House Republicans are planning to triple the state and local tax (SALT) deduction cap to $30,000 in their plan to pass President Trump’s “big, beautiful” agenda bill, despite New York ...

Behold the New Tax Plan: More Complicated, Less Fair, Totally Unaffordable. May 20, 2025. Credit... Ben Denzer. Listen to this article · 6:17 min Learn more. Share full article. 538. By Jason Furman.

A plan for a hefty new tax on university endowments was crafted to target “woke” schools, lawmakers said. But a small Kansas college and a Texas medical school might also be hit.