It may seem counterintuitive to make significant financial decisions amid such turmoil—but now may be a prime opportunity for estate planning. Download our… Read More
Tim Domino, CPA, CFP®
Recent Posts
Tax Day Rescheduled – COVID-19 and the 2019 Tax Season
Tim Domino from Sanderson Wealth Management discusses federal and New York State income tax deadline changes due to COVID-19. Read More
You’ve Been Named Trustee—Now What?
Tim Domino from Sanderson Wealth Management explores the duties and responsibilities of trustees. Read More
The SECURE Act: What You Need to Know
Signed into law in December 2019, the SECURE Act will significantly impact retirement, estate, and income tax planning strategies. Tim Domino outlines the important… Read More
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
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
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
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
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
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