by Karen Nicpon | Jan 28, 2020 | Tax Consulting
Key Takeaways From the IRS’s New Guidance on Cryptocurrency The IRS recently released new guidance on the taxation of cryptocurrency, particularly the taxation of hard forks and airdrops. But first, what is cryptocurrency? Cryptocurrency is a virtual currency that... 
by John Sanderson, CPA, CIMA® | Dec 4, 2019 | Philanthropy, Tax Consulting
Using Qualified Charitable Distributions As the end of the year approaches, it becomes increasingly important to make financial decisions that will impact your tax return. One common question we receive from our clients is whether or not they should use their Required... 
by Caleb Jennings | Dec 2, 2019 | Financial Planning, Investment Consulting, Tax Consulting
Maximizing Your 401(k) Whether you are just beginning in your career or approaching retirement, it’s important to take full advantage of the benefits that your 401(k) plan offers. These plans can be very simple but to maximize your savings potential, there are a few... 
by Tim Domino, CPA, CFP® | Nov 13, 2019 | Business Succession Planning, Investment Consulting, Tax Consulting
Qualified Opportunity Zones: Tax Incentives Co-Mingled with Private Equity Risks The Tax Cuts and Jobs Act, which was passed into law at the end of 2017, created generous tax incentives to stimulate investment in economically depressed areas around the country. These... 
by Sanderson Wealth Management | Aug 28, 2019 | Tax Consulting
Get Out! Leaving New York State for Income Tax Purposes New York State residents have some of the highest state and local tax burdens in the nation. After evaluating what they pay in property taxes, income taxes, sales and excise taxes, and other various transfer...