Blog | Dunham

Estate Taxes 7/22/2025

The OBBBA Guide Part II: Estates and Businesses

Explore the key estate and business tax updates in Part II of our OBBBA Guide. Learn how QSBS rules, bonus depreciation, and estate exemptions are ...

Tax Code 7/15/2025

The One Big Beautiful Bill Act: A Complete Guide to What Changed and What It Means for Your Clients

The One Big Beautiful Bill Act overhauls U.S. tax law with sweeping changes for individuals — from tax-free tips and Baby Savings Accounts to perma...

Notice 2023-54 7/18/2023

Tax Code Treasure Hunt: Notice 2023-54 Unmasks RMDs for IRA Owners and Beneficiaries

One of the notable aspects of IRS Notice 2023-54 is the extension of the return deadline for individuals who unnecessarily initiated RMDs this year...