Learn tax-efficient gifting strategies, including definitions and tips for various cases. Find the basics of gift taxes and estate planning considerations.

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, ...

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.

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

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 ...

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.

The tax plan would also try to tax the wealthiest Americans’ investment gains before they sell the assets or die. People with more than $100 million in wealth would have to pay at least 25 ...

Earlier in the 2025 session, lawmakers proposed converting the state's tax code from the current three-tier system to an initial single flat rate of 3.99 percent, a plan they said would both ...