Tax Consulting & Planning
Envision greater
peace of mind.
Comprehensive capabilities.
OUR TAX SERVICES INCLUDE
PERSONAL INCOME TAX COMPLIANCE
NON-PROFIT TAX COMPLIANCE
ESTATE & GIFT TAX COMPLIANCE & PLANNING
YEAR-END AND SPECIAL EVENT TAX PROJECTIONS AND CASH FLOW PLANNING
Integrated, sophisticated approach.
At Sanderson, we’re firm believers in taking a tax-integrated approach to wealth management. Our tax and investment teams are in constant collaboration to ensure all decisions related to your wealth are made with tax compliance and avoidance in mind. By understanding your complete financial picture—including cash flow and portfolio performance— we can make sophisticated tax-efficient recommendations as the opportunities arise throughout your lifetime, ranging from tax bracket management to Roth conversions.
Convenience and peace of mind.
Our seamless process also reduces the time, attention, and effort you spend on your taxes. Simply provide your Sanderson adviser with necessary information and we handle all preparation and filings—keeping you informed along the way. For additional convenience, we also securely store all your documents for future needs.
Please note that all tax and tax-related services are performed by Sanderson Wealth Management CPAs, LLC.
Latest insights.
Strategies for an Overfunded 529 College Savings Account
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.
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.
2019 Tax Season Update for Individuals and Business Owners
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.
Infographic: The Process of Converting Your Business for Qualified Small Business Stock
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.
Put our experience to work for your wealth.
Schedule a consultation to learn more about our tax consulting services.