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.

Federal Tax Limits Guide 2020

Federal Tax Limits Guide 2020

Download Sanderson Wealth Management’s complimentary resource, Annual Federal Limits Relating to Tax and Financial Planning 2020. Read More

Best Financial Questions 2019

Best Financial Questions 2019

You asked. We answer. Justin Sanderson, Tim Domino, and John Gullo dive into a few of the most frequently asked financial questions from the past year. Read More

Video: A Decade in Review

Video: A Decade in Review

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

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

Key Takeaways From the IRS’s New Guidance on Cryptocurrency

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

Using Qualified Charitable Distributions

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)

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

Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks

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

Get Out! Leaving New York State for Income Tax Purposes

Get Out! Leaving New York State for Income Tax Purposes

Thinking about switching your residency to escape New York’s high tax rates? It can be easier said than done, in many cases. Our tax consultant team explains NYS… Read More

The Art of a Tax Swap: Advanced Tax Loss Harvesting

The Art of a Tax Swap: Advanced Tax Loss Harvesting

Tax loss harvesting is a common strategy in the investment world. At Sanderson, we like to take this approach a step further with what we like to call a tax swap. Read More