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 Swirling Winds of Change – Biden’s Budget Signals Direction of Potential Estate Planning Focused Legislation

The Swirling Winds of Change – Biden’s Budget Signals Direction of Potential Estate Planning Focused Legislation

The Biden "Green Book" revenue projection budget signals estate planning focused legislation. If the Biden budget is implemented, shifts in capital gains tax,… Read More

Traditional or Roth 401(k) – Which is Right for You?

Traditional or Roth 401(k) – Which is Right for You?

Company-sponsored retirement plans, such as your 401(k), can simplify the process by automatically setting aside and investing a portion of your paycheck. Read More

Preparing for Skyrocketing Capital Gains Rates Under Biden’s Tax Plan

Preparing for Skyrocketing Capital Gains Rates Under Biden’s Tax Plan

The tax rate on capital gains has been in the crosshairs of the Biden administration since the early days of the campaign trail. Connecting the current historically… Read More

Estate Planning Under Biden

Estate Planning Under Biden

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

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

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?

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

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