--- title: Financial News and Insights | Sanderson Wealth Management | Tax Consulting (4) description: Tax Consulting | Read Sanderson Wealth Management’s blog for the latest insights on investing, financial planning, tax minimization, and more. (4) --- - [716.566.2420](tel:716-566-2420) - [Client Login](https://www.sandersonllc.com/client-login/) [![Sanderson Wealth Management](https://insights.sandersonllc.com/hubfs/Sanderson_October2019%20Theme/Images/sanderson-logo-stacked@2x.png)](https://www.sandersonllc.com/) - About - [Services](https://www.sandersonllc.com/services/) - [Our Team](https://www.sandersonllc.com/team/) - [John Sanderson](https://www.sandersonllc.com/team/john-sanderson/) - [Justin Sanderson](https://www.sandersonllc.com/team/justin-sanderson/) - [James Warner](https://www.sandersonllc.com/team/james-warner/) - [C. Michael Bader](https://www.sandersonllc.com/team/mike-bader/) - [Caleb Jennings](https://www.sandersonllc.com/team/caleb-jennings/) - [John Gullo](https://www.sandersonllc.com/team/john-gullo/) - [Timothy Domino](https://www.sandersonllc.com/team/timothy-domino/) - [Debbie Todaro](https://www.sandersonllc.com/team/debbie-todaro/) - [Karen Nicpon](https://www.sandersonllc.com/team/karen-nicpon/) - [Joe Bartelo](https://www.sandersonllc.com/team/joe-bartelo/) - [Phil Frattali](https://www.sandersonllc.com/team/phil-frattali/) - [Evan Kraft](https://www.sandersonllc.com/team/evan-kraft/) - [Tucker Weppner](https://www.sandersonllc.com/team/tucker-weppner/) - [Angelo Goodenough](https://www.sandersonllc.com/team/angelo-goodenough/) - [Regyna Taberski](https://www.sandersonllc.com/team/regyna-taberski/) - [Eric Weiher](https://www.sandersonllc.com/team/eric-weiher/) - [Cameron Radziwon](https://www.sandersonllc.com/team/cameron-radziwon/) - [Donna Schmitt](https://www.sandersonllc.com/team/donna-schmitt/) - [Amanda Melendez](https://www.sandersonllc.com/team/amanda-melendez/) - [History](https://www.sandersonllc.com/history/) - [Mission and Values](https://www.sandersonllc.com/mission-and-values/) - [Services](https://www.sandersonllc.com/services/) - [Private Wealth Advisers](https://www.sandersonllc.com/private-wealth-advisors/) - [Investment Consulting](https://www.sandersonllc.com/investment-consulting/) - [Financial Planning](https://www.sandersonllc.com/financial-planning/) - [Estate & Generational Wealth Planning](https://www.sandersonllc.com/estate-generational-wealth-planning/) - [Business Succession Planning](https://www.sandersonllc.com/business-succession-planning/) - [Philanthropy](https://www.sandersonllc.com/philanthropy/) - [Tax Consulting](https://www.sandersonllc.com/tax-consulting-2/) - [Prosper Financial Wellness](https://www.sandersonllc.com/prosper/) - Insights - [Market Snapshot](https://www.sandersonllc.com/current-market-snapshot/) - [Sanderson Insights](https://insights.sandersonllc.com/) - [Contact Us](https://www.sandersonllc.com/contact-us/) - [Careers](https://www.sandersonllc.com/careers/) # 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. [![Federal Tax Limits Guide 2020](https://insights.sandersonllc.com/hs-fs/hubfs/federal-tax-limits-guide-featured.jpg?width=1080&name=federal-tax-limits-guide-featured.jpg)](https://insights.sandersonllc.com/federal-tax-limits-guide-2020) ## [Federal Tax Limits Guide 2020](https://insights.sandersonllc.com/federal-tax-limits-guide-2020) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Tax Consulting](https://insights.sandersonllc.com/tag/tax-consulting) Download Sanderson Wealth Management’s complimentary resource, Annual Federal Limits Relating to Tax and Financial Planning 2020. [Read More](https://insights.sandersonllc.com/federal-tax-limits-guide-2020) [![Best Financial Questions 2019](https://insights.sandersonllc.com/hs-fs/hubfs/Feb2020_MMXX_FollowUpEmail_ThisYearsBestQuestions_text.jpg?width=1080&name=Feb2020_MMXX_FollowUpEmail_ThisYearsBestQuestions_text.jpg)](https://insights.sandersonllc.com/best-financial-questions) ## [Best Financial Questions 2019](https://insights.sandersonllc.com/best-financial-questions) [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting), [Tax Consulting](https://insights.sandersonllc.com/tag/tax-consulting) You asked. We answer. Justin Sanderson, Tim Domino, and John Gullo dive into a few of the most frequently asked financial questions from the past year. [Read More](https://insights.sandersonllc.com/best-financial-questions) [![Video: A Decade in Review](https://insights.sandersonllc.com/hs-fs/hubfs/Feb2020_MMXX_FollowUpEmail_ADecadeInReview_text.jpg?width=1080&name=Feb2020_MMXX_FollowUpEmail_ADecadeInReview_text.jpg)](https://insights.sandersonllc.com/decade-in-review) ## [Video: A Decade in Review](https://insights.sandersonllc.com/decade-in-review) [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting), [Tax Consulting](https://insights.sandersonllc.com/tag/tax-consulting) John Sanderson from Sanderson Wealth Management summarizes the top financial stories of the 2010s. [Read More](https://insights.sandersonllc.com/decade-in-review) [![Favorite Insights from 2020 Heckerling Institute on Estate Planning](https://insights.sandersonllc.com/hs-fs/hubfs/Heckerling%20Post%2002-2020/estate-planning-insights-2020-featured.jpg?width=1080&name=estate-planning-insights-2020-featured.jpg)](https://insights.sandersonllc.com/estate-planning-insights-2020) ## [Favorite Insights from 2020 Heckerling Institute on Estate Planning](https://insights.sandersonllc.com/estate-planning-insights-2020) [Estate & Generational Wealth Planning](https://insights.sandersonllc.com/tag/estate-generational-wealth-planning), [Tax Consulting](https://insights.sandersonllc.com/tag/tax-consulting) Sanderson Wealth Management shares key takeaways from the 54th Annual Heckerling Institute on Estate Planning. [Read More](https://insights.sandersonllc.com/estate-planning-insights-2020) [![Key Takeaways From the IRS’s New Guidance on Cryptocurrency](https://insights.sandersonllc.com/hs-fs/hubfs/Imported_Blog_Media/new-guidance-on-cryptocurrency-featured.jpg?width=1080&name=new-guidance-on-cryptocurrency-featured.jpg)](https://insights.sandersonllc.com/key-takeaways-from-the-irss-new-guidance-on-cryptocurrency) ## [Key Takeaways From the IRS’s New Guidance on Cryptocurrency](https://insights.sandersonllc.com/key-takeaways-from-the-irss-new-guidance-on-cryptocurrency) [Tax Consulting](https://insights.sandersonllc.com/tag/tax-consulting) Cryptocurrency has real value – and also real tax implications. Karen Nicpon explains the IRS’s latest guidance for investing, earning income, and donating with… [Read More](https://insights.sandersonllc.com/key-takeaways-from-the-irss-new-guidance-on-cryptocurrency) [![Using Qualified Charitable Distributions](https://insights.sandersonllc.com/hs-fs/hubfs/Imported_Blog_Media/Qualified-Charitable-Institutions-featured.jpg?width=1080&name=Qualified-Charitable-Institutions-featured.jpg)](https://insights.sandersonllc.com/using-qualified-charitable-distributions) ## [Using Qualified Charitable Distributions](https://insights.sandersonllc.com/using-qualified-charitable-distributions) [Philanthropy](https://insights.sandersonllc.com/tag/philanthropy), [Tax Consulting](https://insights.sandersonllc.com/tag/tax-consulting) If you have a set-it-and-forget-it approach to your 401(k), you may be missing out. Learn strategies for maximizing your retirement savings at various points of… [Read More](https://insights.sandersonllc.com/using-qualified-charitable-distributions) [![Maximizing Your 401(k)](https://insights.sandersonllc.com/hs-fs/hubfs/Imported_Blog_Media/Maximizing-your-401k-featured2.jpg?width=1080&name=Maximizing-your-401k-featured2.jpg)](https://insights.sandersonllc.com/maximizing-your-401k) ## [Maximizing Your 401(k)](https://insights.sandersonllc.com/maximizing-your-401k) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting), [Tax Consulting](https://insights.sandersonllc.com/tag/tax-consulting) If you have a set-it-and-forget-it approach to your 401(k), you may be missing out. Learn strategies for maximizing your retirement savings at various points of… [Read More](https://insights.sandersonllc.com/maximizing-your-401k) [![Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks](https://insights.sandersonllc.com/hs-fs/hubfs/Imported_Blog_Media/QualifiedOpportunity-Zones-featured.jpg?width=1080&name=QualifiedOpportunity-Zones-featured.jpg)](https://insights.sandersonllc.com/qualified-opportunity-zones) ## [Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks](https://insights.sandersonllc.com/qualified-opportunity-zones) [Business Succession Planning](https://insights.sandersonllc.com/tag/business-succession-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting), [Tax Consulting](https://insights.sandersonllc.com/tag/tax-consulting) 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](https://insights.sandersonllc.com/qualified-opportunity-zones) [![Get Out! Leaving New York State for Income Tax Purposes](https://insights.sandersonllc.com/hs-fs/hubfs/Imported_Blog_Media/nys-residency-featured.jpg?width=1080&name=nys-residency-featured.jpg)](https://insights.sandersonllc.com/leaving-new-york-state-for-income-tax-purposes) ## [Get Out! Leaving New York State for Income Tax Purposes](https://insights.sandersonllc.com/leaving-new-york-state-for-income-tax-purposes) [Tax Consulting](https://insights.sandersonllc.com/tag/tax-consulting) 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](https://insights.sandersonllc.com/leaving-new-york-state-for-income-tax-purposes) [![The Art of a Tax Swap: Advanced Tax Loss Harvesting](https://insights.sandersonllc.com/hs-fs/hubfs/TaxSwap-image-366868343taxlossharvesting-1080x675.jpg?width=1080&name=TaxSwap-image-366868343taxlossharvesting-1080x675.jpg)](https://insights.sandersonllc.com/tax-swap-and-advanced-loss-harvesting) ## [The Art of a Tax Swap: Advanced Tax Loss Harvesting](https://insights.sandersonllc.com/tax-swap-and-advanced-loss-harvesting) [Financial Planning](https://insights.sandersonllc.com/tag/financial-planning), [Investment Consulting](https://insights.sandersonllc.com/tag/investment-consulting), [Tax Consulting](https://insights.sandersonllc.com/tag/tax-consulting) 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](https://insights.sandersonllc.com/tax-swap-and-advanced-loss-harvesting) [« Older Entries](https://insights.sandersonllc.com/tag/tax-consulting/page/5) [Next Entries »](https://insights.sandersonllc.com/tag/tax-consulting/page/3) ### Let’s talk about your future. Schedule a consultation to learn more about our investment services. ## Filter Blog Posts ### SUBJECT - [Investment Consulting (171)](https://insights.sandersonllc.com/tag/investment-consulting) - [Financial Planning (155)](https://insights.sandersonllc.com/tag/financial-planning) - [Tax Consulting (44)](https://insights.sandersonllc.com/tag/tax-consulting) - [Estate & Generational Wealth Planning (15)](https://insights.sandersonllc.com/tag/estate-generational-wealth-planning) - [Firm News (11)](https://insights.sandersonllc.com/tag/firm-news) - [Lessons Earned (11)](https://insights.sandersonllc.com/tag/lessons-earned) - [COVID-19: Market Watch (10)](https://insights.sandersonllc.com/tag/covid-19-market-watch) - [Community (5)](https://insights.sandersonllc.com/tag/community) - [Philanthropy (4)](https://insights.sandersonllc.com/tag/philanthropy) - [Business Succession Planning (3)](https://insights.sandersonllc.com/tag/business-succession-planning) - [Prosper Financial Wellness (3)](https://insights.sandersonllc.com/tag/prosper-financial-wellness) - [Ukraine: Market Watch (1)](https://insights.sandersonllc.com/tag/ukraine-market-watch) See all ### AUTHOR - [Angelo Goodenough](https://insights.sandersonllc.com/author/angelo-goodenough) - [C. Michael Bader, Esq., MBA, CPA, CIMA®](https://insights.sandersonllc.com/author/c.-michael-bader-esq.-mba-cpa-cima) - [Caleb Jennings, MBA, CFP®, CIMA®, AIF®](https://insights.sandersonllc.com/author/caleb-jennings-mba-cfp-cima-aif) - [Cameron Radziwon, LSSBB](https://insights.sandersonllc.com/author/cameron-radziwon) - [Debbie Todaro](https://insights.sandersonllc.com/author/debbie-todaro) - [Evan Kraft, CFP®, CRPC®](https://insights.sandersonllc.com/author/evan-kraft-cfp-crpc) - [James Warner, MBA, CPA, CFP®, CIMA®](https://insights.sandersonllc.com/author/jim-warner-mba-cpa-cfp-cima) - [Joe Bartelo, CPA](https://insights.sandersonllc.com/author/joe-bartelo-cpa) - [John Gullo, MBA, CFA, CFP®, CIMA®](https://insights.sandersonllc.com/author/john-gullo-mba-cfa-cfp-cima) - [John Sanderson, CPA, CIMA®](https://insights.sandersonllc.com/author/john-sanderson-cpa-cima) - [Justin Sanderson, MBA, CFP®, CIMA®](https://insights.sandersonllc.com/author/justin-sanderson-mba-cfp-cima) - [Karen Nicpon, CPA](https://insights.sandersonllc.com/author/karen-nicpon-cpa) - [Phil Frattali, CFA](https://insights.sandersonllc.com/author/phil-frattali-cfa) - [Regyna Waterhouse](https://insights.sandersonllc.com/author/regyna-taberski) - [Sanderson Wealth Management](https://insights.sandersonllc.com/author/sanderson-wealth-management) - [Tim Domino, CPA, CFP®](https://insights.sandersonllc.com/author/tim-domino-cpa-cfp) - [Tucker Weppner, CFP®](https://insights.sandersonllc.com/author/tucker-weppner) ## Put our experience to work for your wealth. Schedule a consultation to learn more about our investment services. ## Background Schedule a consultation to learn more about our investment services. - [CONTACT](https://www.sandersonllc.com/contact-us/) - [CAREERS](https://www.sandersonllc.com/careers/) - DISCLOSURE - [COMPLIANCE](https://adviserinfo.sec.gov/firm/summary/118910) © 2022 Sanderson Wealth Management LLC [716.566.2420](tel:716.566.2420) Sanderson Wealth Management, LLC (“Sanderson Wealth”) is an SEC registered investment adviser located in Buffalo, New York. The publication of Sanderson Wealth’s website on the Internet should not be construed by any consumer or prospective client as Sanderson Wealth’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.  The information on this Internet site should not be construed as the provision of personalized individual advice from Sanderson Wealth. 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