philanthropy

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.

The SECURE Act: What You Need to Know

The SECURE Act: What You Need to Know

Estate & Generational Wealth Planning, Financial Planning, Philanthropy, Tax Consulting

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

Using Qualified Charitable Distributions

Using Qualified Charitable Distributions

Philanthropy, Tax Consulting

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

The Donor Advised Fund Revolution

The Donor Advised Fund Revolution

Financial Planning, Philanthropy

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

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

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

Philanthropy, Tax Consulting

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

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