General News

Optimizing Clients Through a Best-in-Class Tech Stack
Optimizing Clients Through a Best-in-Class Tech Stack 1200 1200 SAX - Advisory, Audit and Accounting

Author: Jordan Goldman, Director, Client Accounting Services With our new post covid world, teams are working together from not even all over the country but the world. Selecting the right…

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Partnering with the Right Experts to Record Complex Transactions Accurately
Partnering with the Right Experts to Record Complex Transactions Accurately 1200 1200 SAX - Advisory, Audit and Accounting

Getting complex real estate transactions right matters. This case study highlights how Michael Mastruzzo, Real Estate Advisory Partner at SAX, and our advisory team worked alongside a REIT to help…

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Sax Welcomes Betsy Morem, CPA & Mark R. Waller, CPA to the Firm
Sax Welcomes Betsy Morem, CPA & Mark R. Waller, CPA to the Firm 1200 1200 SAX - Advisory, Audit and Accounting

We’re excited to share some big news: Morem & Waller, CPAs, a Minneapolis-based accounting firm known for its deep expertise, strong client relationships, and leadership in the cannabis and wellness…

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Tax Alert: Component Election for Bonus Depreciation
Tax Alert: Component Election for Bonus Depreciation 1200 1200 SAX - Advisory, Audit and Accounting

Return of Component Election for Bonus Depreciation Creates  Significant Tax Savings for Self-Constructed Projects Taxpayers who started construction on any project prior to the 100% Bonus Depreciation change on January…

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Sax Announces Acquisition of Owen J. Flanagan & Co.
Sax Announces Acquisition of Owen J. Flanagan & Co. 1200 1200 SAX - Advisory, Audit and Accounting

Parsippany, NJ, January 21, 2026 —SAX, a top 75 national accounting, tax, and advisory firm, is pleased to announce its acquisition of Owen J. Flanagan & Co. (“OJF”), effective January…

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Sax Announces Acquisition of Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC
Sax Announces Acquisition of Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC 1200 1200 SAX - Advisory, Audit and Accounting

Parsippany, NJ, January 7, 2026 — SAX, a top 100 national accounting, tax, and advisory firm, is pleased to announce its acquisition of Scheidel, Sullivan & Lanni CPA LLC (“SSL”),…

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SAX Announces the Promotion of Three New Partners, Strengthening Leadership and Expanding Expertise
SAX Announces the Promotion of Three New Partners, Strengthening Leadership and Expanding Expertise 1200 1200 SAX - Advisory, Audit and Accounting

Parsippany, NJ, January 6, 2026 — SAX, a top 100 accounting, tax, and advisory firm, proudly announces the promotion of Tiffany Roque, CPA, MST; Stephen Smith, CPA; and Matthew Goldstein,…

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Payroll taxes

PAYROLL TAX RATE UPDATES FOR 2026
PAYROLL TAX RATE UPDATES FOR 2026 400 400 SAX - Advisory, Audit and Accounting

In order to calculate payroll taxes accurately and effectively for your company and employees next year, it is important to understand the new and existing compliance requirements in effect for…

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FORM 1099 FILING INFORMATION
FORM 1099 FILING INFORMATION 400 400 SAX - Advisory, Audit and Accounting

The threshold requiring electronic filing applies to any company filing 10 or more total forms of any type.  It is important that employers review and understand the compliance procedures.  Not…

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2025 PAYROLL TAX REMINDERS
2025 PAYROLL TAX REMINDERS 400 400 SAX - Advisory, Audit and Accounting

Year-end payroll reporting for 2025 is right around the corner. To assist you in preparing the items your payroll provider will need to complete your payroll tax returns, we have…

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