TECHNOLOGY OFFERINGS TO CLIENTS With the current pandemic, it's clear how important technology is in driving a business forward. Sax partnered with Safari Solutions, a well-established technology provider, to increase support to clients with enhanced technology service offerings. The joint venture resulted in S2 Technology Solutions and enables Sax to further help businesses to increase efficiencies, productivity and protect business capabilities.
QUALITY CONTROL Sax continued to grow the sophistication of its Accounting & Auditing Practice with the addition of Jeffrey Holt, CPA. In his capacity as Partner-in-Charge of Quality Control, Jeff will monitor Sax’s compliance with professional standards for conducting high-quality audits with competence, integrity, objectivity and independence. Jeff will coordinate internal firm inspections and Sax’s external peer review, in addition to developing the training curriculum and conducting seminars on accounting and auditing topics for the firm’s professionals.
TRUSTS & ESTATES Sax welcomed Joy Matak, JD, LLM as Partner in the Tax Department and Co-Practice Leader of Trusts and Estates to further strengthen the firm’s depth of expertise and the value provided to generations of high-net-worth individuals and families. Joy brings over 20 years of diversified experience as a wealth transfer strategist with an extensive background in recommending and implementing advantageous tax strategies for multi-generational wealth families, owners of closely-held businesses, and high-net-worth individuals including complex trust and estate planning. SAX 2020 YEAR IN REVIEW 10
