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.

Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks

Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks

An investment vehicle with deferred capital gain recognition – a good opportunity or too good to be true? Tim Domino covers the benefits and risks of QOZs,… Read More

Get Out! Leaving New York State for Income Tax Purposes

Get Out! Leaving New York State for Income Tax Purposes

Thinking about switching your residency to escape New York’s high tax rates? It can be easier said than done, in many cases. Our tax consultant team explains NYS… Read More

The Art of a Tax Swap: Advanced Tax Loss Harvesting

The Art of a Tax Swap: Advanced Tax Loss Harvesting

Tax loss harvesting is a common strategy in the investment world. At Sanderson, we like to take this approach a step further with what we like to call a tax swap. Read More

Infographic: The Process of Converting Your Business for Qualified Small Business Stock

Infographic: The Process of Converting Your Business for Qualified Small Business Stock

The sale of Qualified Small Business Stock (QSBS) offers potential capital gains tax benefits. See an illustration of how this process could work if you currently… Read More

What Does the Tax Cuts & Jobs Act Mean to Your Philanthropic Planning?

What Does the Tax Cuts & Jobs Act Mean to Your Philanthropic Planning?

Recent tax reform has significantly increased the standard deduction for individual tax payers, which can impact the tax benefit of charitable giving for many of… Read More

2019 Tax Season Update for Individuals and Business Owners

2019 Tax Season Update for Individuals and Business Owners

The Tax Cuts and Jobs Act made significant changes to personal income, corporate, and estate tax laws that went into effect in 2018. Tim Domino explains the major… Read More

Why Qualified Small Business Stock is Making a Comeback

Why Qualified Small Business Stock is Making a Comeback

In light of changes from the Tax Cut and Jobs Act, the sale of Qualified Small Business Stock (QSBS) has the potential for significant capital gain tax benefits.… Read More