Expand your financial understanding.
The financial world is complex and ever-changing. At Sanderson, we believe our role isn’t just to advise clients on what to do with their money—it’s also to empower them with the knowledge to make informed decisions that enhance their lives. We hope you find the following resources insightful and helpful.
Considering a private foundation for your philanthropic endeavours? There may be a more flexible and efficient option – a donor advised fund. Tim Domino, CPA, CFP®, explains how this charitable planning vehicle works and how it compares to private foundations.
From the Powel Pivot to Brexit delay to Chinese trade tensions, John Gullo explains the major financial news and trends that transpired during the first quarter of 2019.
John S. Gullo, CFA, CFP®, CIMA® explains the difference between a normal and inverted yield curve, and discusses whether today’s short-term interest rates signal a recession in the near future.
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 this video, John Sanderson, CPA, CIMA®, highlights the key financial issues of 2018 and how they may impact your wealth in the coming year and beyond.
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.
In our Fourth Quarter 2018 newsletter, John Gullo recaps the fluctuating financial markets, major asset class returns, interest rates, the federal government shutdown, and the outlook of economic activity.
The Tax Cuts and Jobs Act made significant changes to personal income, corporate, and estate tax laws that went into effect in 2018. Tim Domino explains the major changes, provides examples of the winners and losers, and explores the reshaped tax planning landscape moving forward.
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.
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 have a pass-through business.