Wealth Transfer Strategies

Your legacy is the culmination of your life’s work, and wealth transfer is your opportunity to protect it and pass it on as you intend.

This takes thoughtful planning, and a team that knows you, and knows what it takes to secure your future financial success.

Our specialized services include, but are not limited to:

Q2 Tax with SAX

Recent changes to multistate tax rules introduce new state income tax filing requirements for online…

Corporate Transparency Act Challenged in Alabama

By Senior Tax Manager, Samantha Guis The chatter and discussion around the Corporate Transparency Act…

Watch the Q1 Tax with SAX Webinar

In case you missed it, watch as SAX’s in-house tax experts provide valuable information on...

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