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.

Estate Planning Under Biden

Estate Planning Under Biden

Estate & Generational Wealth Planning, Tax Consulting

Timothy Domino helps us understand how the new Biden Administration might impact your estate planning. Read More

Tax Turbulence: A Perfect Storm of Pandemic and Politics

Tax Turbulence: A Perfect Storm of Pandemic and Politics

Tax Consulting

Timothy Domino helps us understand the messy state of taxes in a pandemic AND an election year – and how we should react in our tax planning. Read More

Stock Compensation Planning: Making the Most of Your Equity Awards

Stock Compensation Planning: Making the Most of Your Equity Awards

Financial Planning, Investment Consulting, Tax Consulting

Tim Domino dissects opportunities in Executive Stock Compensation Planning in this volatile market. Read More

Should you take your IRA Required Minimum Distribution in 2020?

Should you take your IRA Required Minimum Distribution in 2020?

Estate & Generational Wealth Planning, Financial Planning, Tax Consulting

Michael Bader from Sanderson Wealth Management discusses whether or not you should take the Required Minimum Distribution from you IRA in 2020. Read More

The CARES Act

The CARES Act

Investment Consulting, Tax Consulting, COVID-19: Market Watch

John Gullo from Sanderson Wealth Management highlights provisions of the CARES Act for individuals, businesses, municipalities, and healthcare facilities. Read More

Tax Day Rescheduled – COVID-19 and the 2019 Tax Season

Tax Day Rescheduled – COVID-19 and the 2019 Tax Season

Tax Consulting, COVID-19: Market Watch

Tim Domino from Sanderson Wealth Management discusses federal and New York State income tax deadline changes due to COVID-19. Read More

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

Federal Tax Limits Guide 2020

Federal Tax Limits Guide 2020

Financial Planning, Tax Consulting

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

Investment Consulting, Tax Consulting

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

Investment Consulting, Tax Consulting

John Sanderson from Sanderson Wealth Management summarizes the top financial stories of the 2010s. Read More

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