General News

Tax Alert: New York State Enacts Pied-à-Terre Tax for Second Homes in New York City
Tax Alert: New York State Enacts Pied-à-Terre Tax for Second Homes in New York City 1200 1200 SAX

Overview New York State has enacted a new pied-à-terre tax (surcharge) on certain high-value New York City homes (“covered properties”) NOT used as a primary residence. “Covered properties” include Class…

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SAX’s 2026 Nonprofit Industry Update
SAX’s 2026 Nonprofit Industry Update 1200 1200 SAX

Join SAX in New York City on June 23rd for our 2026 Nonprofit Industry Update, a morning built for timely insight, honest discussion, and practical takeaways for nonprofit leaders.

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Tax Alert: COVID Postponement Refund Claims and IRS ERC Update
Tax Alert: COVID Postponement Refund Claims and IRS ERC Update 1200 1200 SAX

Two court case decisions (Kwong v. United States and Abdo v. Commissioner) may create refund and abatement opportunities for certain taxpayers who were assessed and/or paid penalties and interest during…

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IRS Form 990 Revisions Ahead: What Your Nonprofit Should Do Now
IRS Form 990 Revisions Ahead: What Your Nonprofit Should Do Now 1200 1200 SAX

On April 23, 2026, the U.S. Department of the Treasury announced that the Internal Revenue Service (IRS) plans to revise Form 990 to increase transparency, strengthen tax administration, and provide…

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Cannabis Rescheduling Update: What It Means for Your Business
Cannabis Rescheduling Update: What It Means for Your Business 1200 1200 SAX

Recent developments around federal cannabis policy are generating significant attention and, understandably, a lot of questions. The DEA’s decision to reschedule cannabis is a meaningful step, but it’s important to…

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Stacey Udell Named to Forbes America’s Best-In-State CPAs 2026
Stacey Udell Named to Forbes America’s Best-In-State CPAs 2026 1200 1200 SAX

We are proud to share that Stacey Udell, Partner at SAX, has been named to the Forbes America’s Best-In-State CPAs 2026 list on April 15, 2026. This distinguished recognition highlights…

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SAX EXPANDS VALUATION, FORENSIC AND LITIGATION SUPPORT CAPABILITIES WITH ACQUISITION OF FAZ FORENSICS
SAX EXPANDS VALUATION, FORENSIC AND LITIGATION SUPPORT CAPABILITIES WITH ACQUISITION OF FAZ FORENSICS 1200 1200 SAX

Click here to check out our Valuation, Forensic and Litigation services that have further strengthened due to SAX’s partnership with FAZ Forensics.   Parsippany, NJ, March 31, 2026 — SAX…

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Navigating Through Errors and Corrections: A Team Approach
Navigating Through Errors and Corrections: A Team Approach 1200 1200 SAX

Errors in financial statements happen—and they’re often discovered during year-end close. In this case study, Michael Mastruzzo, Partner, Real Estate Advisory at SAX, provides background on how our team helped a client…

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SAX ADDS OPERATIONAL CONSULTING, REAL-TIME ANALYTICS PLATFORM WITH ACQUISITION OF COMETRICS PARTNERS
SAX ADDS OPERATIONAL CONSULTING, REAL-TIME ANALYTICS PLATFORM WITH ACQUISITION OF COMETRICS PARTNERS 1200 1200 SAX

Parsippany, NJ, March 25, 2026 — SAX Advisory Group LLC (“SAX”), a nationally recognized accounting, tax, and advisory firm, today announced the acquisition of CoMetrics Partners, a specialized management consulting…

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SAX RANKS #24 AMONG THE NATION’S FASTEST-GROWING ACCOUNTING FIRMS
SAX RANKS #24 AMONG THE NATION’S FASTEST-GROWING ACCOUNTING FIRMS 1200 1200 SAX

Parsippany, NJ, March 18, 2026 – SAX Advisory Group (“SAX”) has been ranked #24 among the nation’s fastest-growing accounting firms in Accounting Today’s 2026 Top 100 Firms report, the profession’s…

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