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.

New Asset Classes: The Future of Portfolio Construction

New Asset Classes: The Future of Portfolio Construction

Justin Sanderson discusses the current investment landscape and alternative sectors, such as private equity, that complement traditional portfolios. Read More

Biden-Era Tax Changes Begin to Take Shape

Biden-Era Tax Changes Begin to Take Shape

Tim Domino unpacks the proposed Build Back Better Act and major tax changes possibly coming our way in the coming months. 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

Tim Domino examines the potential estate planning implications of President Biden's Green Book revenue projection budget. Read More

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

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

Caleb Jennings explains the differences and advantages of traditional and Roth 401(k) employer-sponsored retirement plans. 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