Tax Consulting

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 your career.

Maximizing Your 401(k)

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 your career.

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, primarily through private equity investments.

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 residency factors and what is required to change where you legally call home.

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.

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 our clients. In this article, we examine vehicles and strategies for fulfilling your philanthropic goals in a tax-efficient manner.