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.

SECURE Act Changes to IRA Distribution Requirements

SECURE Act Changes to IRA Distribution Requirements

The Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE Act, transformed the landscape of IRA planning. In particular, significant shifts… Read More

Sell or Stand Pat? How to Prepare for a Capital Gain Recognition

Sell or Stand Pat? How to Prepare for a Capital Gain Recognition

Knee-jerk reaction to potential new legislation can be damaging and irreversible to a family's wealth. Investors need to consider the bigger picture of lifetime tax… Read More

Rational Thinking: Taking the Emotion Out of Investing

Rational Thinking: Taking the Emotion Out of Investing

Our latest Insights explores behavioral finance to explain why investors often appear to lack self-control, act against their own best interest, and make decisions… Read More

Sustainable Investing

Sustainable Investing

In his 17-minute presentation, John Gullo, Chief Investment Officer of Sanderson Wealth Management discusses sustainable investing and the financial justification… Read More

New Asset Classes: The Future of Portfolio Construction

New Asset Classes: The Future of Portfolio Construction

There a number of examples where we’ve seen market valuation dislocating from economic fundamentals. This is one reason why Sanderson has been exploring new asset… Read More

Biden-Era Tax Changes Begin to Take Shape

Biden-Era Tax Changes Begin to Take Shape

On September 13, 2021 the Build Back Better Act was proposed, bringing into focus the major tax changes possibly coming our way under the Biden Administration. The… Read More

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