Tim Domino explores the opportunities for preserving wealth within VHNW families and maximizing assets while minimizing fees. Read More
Recent Posts
Estate Planning Strategies for the "Very High Net Worth"
Estate & Generational Wealth Planning, Financial Planning
Spousal Lifetime Access Trusts: Preparing for the Sunset of Current Estate Tax Laws
Financial Planning, Tax Consulting
Tim Domino shares how families can utilize today’s high estate tax exemption amounts through a Spousal Lifetime Access Trust. Read More
The State of the IRS — Down but Not Out
Tim Domino from Sanderson encourages taxpayers not to dismiss the IRS’s auditing power, despite the agency currently being overwhelmed and underfunded. Read More
Beware: The Advance Child Tax Credit is Coming Back to Bite You!
Financial Planning, Tax Consulting
Tim Domino from Sanderson Wealth Management warns taxpayers about the unintended tax consequences of the Advance Child Tax Credits (ACTCs). Read More
Biden-Era Tax Changes Begin to Take Shape
Financial Planning, Tax Consulting
Tim Domino unpacks the proposed Build Back Better Act and major tax changes possibly coming our way in the coming months. Read More
The Swirling Winds of Change – Biden’s Budget Signals Direction of Potential Estate Planning Focused Legislation
Financial Planning, Tax Consulting
Tim Domino examines the potential estate planning implications of President Biden's Green Book revenue projection budget. Read More
Preparing for Skyrocketing Capital Gains Rates Under Biden’s Tax Plan
Financial Planning, Tax Consulting
The tax rate on capital gains has been in the crosshairs of the Biden administration since the early days of the campaign trail. Connecting the current historically… Read More
Estate Planning Under Biden
Estate & Generational Wealth Planning, Tax Consulting
Timothy Domino helps us understand how the new Biden Administration might impact your estate planning. Read More
Tax Turbulence: A Perfect Storm of Pandemic and Politics
Timothy Domino helps us understand the messy state of taxes in a pandemic AND an election year – and how we should react in our tax planning. Read More
Stock Compensation Planning: Making the Most of Your Equity Awards
Financial Planning, Investment Consulting, Tax Consulting
Tim Domino dissects opportunities in Executive Stock Compensation Planning in this volatile market. Read More