Blog posts by Tim Domino, CPA, CFP®

The financial world is complex and ever-changing. At Sanderson, we believe our role isn’t just to advise clients on what to do with their money—it’s also to empower them with the knowledge to make informed decisions that enhance their lives. We hope you find the following resources insightful and helpful.

Tim Domino, CPA, CFP®

Recent Posts

Favorite Insights from 2020 Heckerling Institute on Estate Planning

Favorite Insights from 2020 Heckerling Institute on Estate Planning

Sanderson Wealth Management shares key takeaways from the 54th Annual Heckerling Institute on Estate Planning. Read More

An In-Depth Guide of Modern Trust Structures and Distributions

An In-Depth Guide of Modern Trust Structures and Distributions

A modern trust can play a pivotal role in your estate planning. However, not all trusts are created equal. Download our complimentary guide to learn about various… Read More

Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks

Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks

An investment vehicle with deferred capital gain recognition – a good opportunity or too good to be true? Tim Domino covers the benefits and risks of QOZs,… Read More

Back to School – Understanding the Permissible Uses of Your 529 Plan Funds

Back to School – Understanding the Permissible Uses of Your 529 Plan Funds

Whether your student is entering kindergarten or starting senior year of college, the rising cost of higher education is always on your mind. Timothy Domino… Read More

The Donor Advised Fund Revolution

The Donor Advised Fund Revolution

Considering a private foundation for your philanthropic endeavours? There may be a more flexible and efficient option – a donor advised fund. Tim Domino, CPA, CFP®,… Read More

Infographic: The Process of Converting Your Business for Qualified Small Business Stock

Infographic: The Process of Converting Your Business for Qualified Small Business Stock

The sale of Qualified Small Business Stock (QSBS) offers potential capital gains tax benefits. See an illustration of how this process could work if you currently… Read More

What Does the Tax Cuts & Jobs Act Mean to Your Philanthropic Planning?

What Does the Tax Cuts & Jobs Act Mean to Your Philanthropic Planning?

Recent tax reform has significantly increased the standard deduction for individual tax payers, which can impact the tax benefit of charitable giving for many of… Read More

2019 Tax Season Update for Individuals and Business Owners

2019 Tax Season Update for Individuals and Business Owners

The Tax Cuts and Jobs Act made significant changes to personal income, corporate, and estate tax laws that went into effect in 2018. Tim Domino explains the major… Read More

Why Qualified Small Business Stock is Making a Comeback

Why Qualified Small Business Stock is Making a Comeback

In light of changes from the Tax Cut and Jobs Act, the sale of Qualified Small Business Stock (QSBS) has the potential for significant capital gain tax benefits.… Read More