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 CARES Act

The CARES Act

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

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

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

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