Tax Consulting

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 cryptocurrency.

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.