Internal Enhancements

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 strives to be strong in unstable times, and informed amidst uncertainty so we can stand as trusted advisors to our clients. Through unprecedented challenges, Sax has provided clients, business owners, the banking community, high-net-worth individuals and financial managers with on-going guidance, and built out the necessary service offerings to address their pains and needs.

INFORMATIONAL WEBINARS

We’ve been operating in unchartered territory since early 2020. Since then, Sax has hosted over 130 internal and external facing webinars designed to disseminate important information on matters that mean the most to our businesses. Over 15,000 registrants have leaned on Sax to provide meaningful information on topics that include, but are not limited to: • Tax updates, provisions and incentives • “Recovery Updates” on loan programs and forgiveness strategies • Staying the Course in Wealth Management • Transformation Through Technology • What Re-Entry into the Workplace Looks Like • A Look Inside a Hospital's Frontlines • “Pandemic’s Impact” series on topics such as exit planning, estate planning and private equity transactions

COVID-19 RESOURCE CENTER (RC)

Since the start of the pandemic, new information continues to be released from the local and federal levels, and Sax’s Resource Center was developed to house important updates and relevant information to our states and businesses on an on-going basis. The RC now holds over 50 informational webinars, and an abundance of content on relief programs, business resources, tax alerts, etc., and serves as an up-to-date archive of information so individuals and businesses can stay in the know and adequately prepare their company for recovery.

Enter the Resource Center Here.