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.

Strategies for an Overfunded 529 College Savings Account

Strategies for an Overfunded 529 College Savings Account

Financial Planning, Tax Consulting

Jim Warner explores what to do with excess or unused funds in a 529 savings plan, including a new Roth IRA rollover option starting in 2024. Read More

The IRS's Significant Changes to Inherited IRAs

The IRS's Significant Changes to Inherited IRAs

Financial Planning, Tax Consulting

Key Changes to Inherited IRA Rules: Secure Act 2.0 updates and implications make changes to RMDs and beneficiary requirements. Read More

Roth IRA: A great place to begin your wealth strategy

Roth IRA: A great place to begin your wealth strategy

Financial Planning, Tax Consulting

There’s power in creating a Roth IRA at an early age. Tucker Weppner gives an IRA overview and how they benefit wealth strategies and retirement planning. Read More

Reflection and Outlook: A Letter From the CEO

Reflection and Outlook: A Letter From the CEO

Estate & Generational Wealth Planning, Financial Planning, Firm News, Investment Consulting, Tax Consulting

Justin Sanderson shares thoughts on 2022 and the new year. Read More

IRS Announces Raises to Retirement Contribution Limits for 2023

IRS Announces Raises to Retirement Contribution Limits for 2023

Financial Planning, Investment Consulting, Tax Consulting

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

Spousal Lifetime Access Trusts: Preparing for the Sunset of Current Estate Tax Laws

Financial Planning, Tax Consulting

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

The State of the IRS — Down but Not Out

Tax Consulting

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

2021 Year in Revision – Watch the WealthVantage e-Symposium

Estate & Generational Wealth Planning, Financial Planning, Investment Consulting, Tax Consulting

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!

Beware: The Advance Child Tax Credit is Coming Back to Bite You!

Financial Planning, Tax Consulting

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

New Limits for Retirement Contributions Are in Effect

Financial Planning, Tax Consulting

Tucker Weppner from Sanderson Wealth Management examines the increased contribution limits for select retirement plans in 2022. Read More

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