John Sanderson from Sanderson Wealth Management summarizes the top financial stories of the 2010s. 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
Help With Your Prescription Co-Pays – NYS EPIC Drug Coverage
For many older adults and their families, paying for healthcare costs can feel overwhelming. Karen Nicpon discusses how New York Sate’s EPIC program can help some… Read More
Key Takeaways From the IRS’s New Guidance on Cryptocurrency
Cryptocurrency has real value – and also real tax implications. Karen Nicpon explains the IRS’s latest guidance for investing, earning income, and donating with… Read More
Investment Review for Fourth Quarter 2019
It can be difficult to keep track of all the financial stories over the course of a year – let alone a decade. John Gullo summarizes the takeaways of the 2010s in… Read More
Spreading Holiday Cheer
‘Tis the season to give back. Continuing a firm tradition, Sanderson donated Christmas gifts to a Buffalo-area family. Read More
Using Qualified Charitable Distributions
If you have a set-it-and-forget-it approach to your 401(k), you may be missing out. Learn strategies for maximizing your retirement savings at various points of… Read More
Maximizing Your 401(k)
If you have a set-it-and-forget-it approach to your 401(k), you may be missing out. Learn strategies for maximizing your retirement savings at various points of… 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