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.

The State of the IRS — Down but Not Out

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

2021 Year in Revision – Watch the WealthVantage e-Symposium

2021 Year in Revision – Watch the WealthVantage e-Symposium

Watch a video series of Sanderson Wealth Management advisers reviewing the top financial headlines of 2021 and evaluating forward-looking trends. Read More

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

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

Tim Domino from Sanderson Wealth Management warns taxpayers about the unintended tax consequences of the Advance Child Tax Credits (ACTCs). Read More

New Limits for Retirement Contributions Are in Effect

New Limits for Retirement Contributions Are in Effect

Tucker Weppner from Sanderson Wealth Management examines the increased contribution limits for select retirement plans in 2022. 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

Evan Kraft from Sanderson Wealth Management explains changes to the federal student loan forgiveness program that benefit an expanded number of borrowers. Read More

SECURE Act Changes to IRA Distribution Requirements

SECURE Act Changes to IRA Distribution Requirements

Caleb Jennings from Sanderson Wealth Management outlines how the SECURE Act of 2019 transformed the IRA planning landscape. 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

Justin Sanderson explains the three big questions investors should answer before deciding to sell or hold an appreciated asset. Read More

Rational Thinking: Taking the Emotion Out of Investing

Rational Thinking: Taking the Emotion Out of Investing

Sean Casullo explores behavioral finance to explain why investors often make decisions based on personal biases instead of facts. Read More

Sustainable Investing

Sustainable Investing

John Gullo from Sanderson discusses approaches to sustainable (ESG) investing and the financial justification for sustainable business practices. Read More