John Sanderson from Sanderson Wealth Management summarizes the top financial stories of the 2010s. Read More
Favorite Insights from 2020 Heckerling Institute on Estate Planning
Estate & Generational Wealth Planning, Tax Consulting
Sanderson Wealth Management shares key takeaways from the 54th Annual Heckerling Institute on Estate Planning. Read More
Key Takeaways From the IRS’s New Guidance on Cryptocurrency
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
Using Qualified Charitable Distributions
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
Maximizing Your 401(k)
Financial Planning, Investment Consulting, 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
Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks
Business Succession Planning, Investment Consulting, 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
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
Financial Planning, Investment Consulting, 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
Infographic: The Process of Converting Your Business for Qualified Small Business Stock
Business Succession Planning, Tax Consulting
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?
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