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.

Stocks are at all-time highs again, but this blog isn’t about investing. The real bubble is outside of your portfolio, and it could mean millions in taxes for some folks. We’re talking about the estate tax exemption.

The first quarter is in the books, and we review what's working and what's not as 2021 marches on.