News / Events

How the Right Advisor Can Transform Your Accounting Clean‑Up
How the Right Advisor Can Transform Your Accounting Clean‑Up 1200 1200 SAX - Advisory, Audit and Accounting

When accounting records span 70+ entities, small inconsistencies can turn into major reporting risks. In this case study, Michael Mastruzzo, Partner, Real Estate Advisory at SAX, shares how our team reconstructed several…

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SAX Presents its 2025 Year in Review
SAX Presents its 2025 Year in Review 792 576 SAX - Advisory, Audit and Accounting

Our 2025 Year in Review reflects a year of intentional progress: investing in leadership and technology…

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U.S. Tariffs: What Just Happened—and What It Means
U.S. Tariffs: What Just Happened—and What It Means 1200 1200 SAX - Advisory, Audit and Accounting

The U.S. tariff landscape continues to shift rapidly. On Friday, February 20, 2026, the Supreme Court issued a landmark decision striking down the president’s authority to impose sweeping tariffs under the International Emergency Economic Powers…

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Episode 37: Mission at Risk—Fraud Lessons for Nonprofits
Episode 37: Mission at Risk—Fraud Lessons for Nonprofits 1200 1200 SAX - Advisory, Audit and Accounting

In this episode of SAX Nonprofit Fundamentals, hosts Adam and April take a candid look at real-world fraud cases that have shaken nonprofit organizations. Through compelling cautionary tales, they unpack…

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An Extension of Management for Accounting Advisory and Reporting Excellence
An Extension of Management for Accounting Advisory and Reporting Excellence 1200 1200 SAX - Advisory, Audit and Accounting

Complex accounting decisions don’t have to be faced alone. In this case study, Michael Mastruzzo, Real Estate Advisory Partner at SAX, shares how our team worked as an extension of…

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The New Tax Law & Charitable Giving: Key Questions and Strategic Considerations for Nonprofits
The New Tax Law & Charitable Giving: Key Questions and Strategic Considerations for Nonprofits 1200 1200 SAX - Advisory, Audit and Accounting

The New Tax Law: What Nonprofits Should Be Thinking About Right Now Tax laws change. Donor behavior changes. Your mission does not. Still, it would be a mistake to ignore…

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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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Episode 36: Building Out Your Finance Team
Episode 36: Building Out Your Finance Team 1200 1200 SAX - Advisory, Audit and Accounting

In this episode of SAX Nonprofit Fundamentals, hosts April and Adam dive into one of the most critical building blocks of a strong nonprofit: your finance team. From early-stage organizations…

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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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