Jim Warner outlines how the IRS is adjusting to high inflation by allowing individuals to save more for retirement next year. Read More
Spousal Lifetime Access Trusts: Preparing for the Sunset of Current Estate Tax Laws
Tim Domino shares how families can utilize today’s high estate tax exemption amounts through a Spousal Lifetime Access Trust. Read More
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
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!
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
Tucker Weppner from Sanderson Wealth Management examines the increased contribution limits for select retirement plans in 2022. Read More
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
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
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
Justin Sanderson explains the three big questions investors should answer before deciding to sell or hold an appreciated asset. Read More