Justin Sanderson, MBA, CFP®, CIMA®
As part of our WealthVantage series, Justin Sanderson and Tim Domino share their thoughts on end-of-life planning. We also invite you to download a complimentary planning guide.
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.
In January, Justin Sanderson and Tim Domino attended the 53rd Annual Heckerling Institute on Estate Planning. Read about the ideas and strategies they took from the conference and will be putting into practice for our clients.
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. Tim Domino explains what this strategy could mean for your business succession planning.
Since 2016, there has been proposed legislation to increase the standard of care and regulation for financial advisors. Justin Sanderson provides an update on potential fiduciary laws, and explains what they could mean to the industry and our firm.