tax consulting

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.

Beware: The Advance Child Tax Credit is Coming Back to Bite You!

Beware: The Advance Child Tax Credit is Coming Back to Bite You!

While the Advance Child Tax Credit (ACTC) was a lifeline to many people going through difficult financial times the payments did not represent a new social benefit… Read More

New Limits for Retirement Contributions Are in Effect

New Limits for Retirement Contributions Are in Effect

After two years of no movement, the IRS has officially announced an increase in contribution limits for select retirement plans in 2022. Contribution limits to… Read More

Warmest Holiday Wishes

Warmest Holiday Wishes

In our holiday video, we extend sincere gratitude and holiday greetings to all of our clients, friends, and family alike. Read More

Federal Student Loan Forgiveness – Limited Time Opportunity

Federal Student Loan Forgiveness – Limited Time Opportunity

If you know someone with a large amount of federal student loan debt, you may want to share our latest Insights. Sanderson Wealth Management Financial Adviser, Evan… Read More

SECURE Act Changes to IRA Distribution Requirements

SECURE Act Changes to IRA Distribution Requirements

The Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE Act, transformed the landscape of IRA planning. In particular, significant shifts… Read More

Sell or Stand Pat? How to Prepare for a Capital Gain Recognition

Sell or Stand Pat? How to Prepare for a Capital Gain Recognition

Knee-jerk reaction to potential new legislation can be damaging and irreversible to a family's wealth. Investors need to consider the bigger picture of lifetime tax… Read More

Rational Thinking: Taking the Emotion Out of Investing

Rational Thinking: Taking the Emotion Out of Investing

Our latest Insights explores behavioral finance to explain why investors often appear to lack self-control, act against their own best interest, and make decisions… Read More

Sustainable Investing

Sustainable Investing

In his 17-minute presentation, John Gullo, Chief Investment Officer of Sanderson Wealth Management discusses sustainable investing and the financial justification… Read More

New Asset Classes: The Future of Portfolio Construction

New Asset Classes: The Future of Portfolio Construction

There a number of examples where we’ve seen market valuation dislocating from economic fundamentals. This is one reason why Sanderson has been exploring new asset… Read More

Biden-Era Tax Changes Begin to Take Shape

Biden-Era Tax Changes Begin to Take Shape

On September 13, 2021 the Build Back Better Act was proposed, bringing into focus the major tax changes possibly coming our way under the Biden Administration. The… Read More