We Want To Invest In You.
It’s true. It is why all of our experts came to work today. So whether you are a hand-shaker, high-fiver or a hugger, we are at your service working to produce meaningful results for you, your company and the people, interests and assets that matter most.
At Saxon, we start by engaging experts that truly listen, building successful strategies that stay focused on your vision and goals.
Saxon exists to care, cultivate and empower through relationships, expertise and exceptional standards of service. To us; it’s personal.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck.
Attend Our Next Saxon U
Join us in scrapping the boring, irrelevant webinars and engage in industry-relevant, interactive conversations.
Attend Our Next Medicare Hour
Join us as we turn the complex into common knowledge by answering your most frequently asked Medicare questions.
IRS Issues New HSA and HRA limits
The IRS issued Revenue Procedure 2021-25 on May 10, 2021, to announce the 2022 inflation-adjusted amounts for health savings accounts (HSAs) under Section 223 of the Internal Revenue Code (Code) and the maximum amount that may be made newly available for excepted benefit health reimbursement arrangements (HRAs).
Compliance Check – April 2021
March 2021 was an eventful month with regard to new guidance on recently passed legislation and expanded provisions from the IRS to provide relief to individuals and businesses impacted by the continuing COVID-19 pandemic.
ACA Reporting Deadlines Quickly Approaching
Affordable Care Act (ACA) reporting under Section 6055 and Section 6056 for the 2020 calendar year is due in early 2021. Specifically, reporting entities must: