Saza Insights

"Being intentional with your time, being mindful with your actions, and being meaningful with others."

With ongoing negotiations on tax reform in Congress, year-end tax planning is more important than ever.

As we enter the final quarter of 2021, we take stock in the markets and our portfolios. Enjoy!

With potential tax law changes on the horizon, a “SLAT” could save thousands … even millions … in estate taxes. Our special Guest, Taylor Dix, discusses this estate planning technique and answers all of your questions.

Small businesses across industries and geographies all seem to be facing the same key challenges. We discuss those challenges and offer some solutions to consider...

Blink! The year is halfway over, so we offer up our recap of the first six months and our expectations for the second half of 2021.