News / Events

Joseph Damiano Named to NJBIZ 2026 Finance Power List

Joseph Damiano Named to NJBIZ 2026 Finance Power List 1200 1200 SAX

SAX Advisory Group is proud to announce that our CEO and Managing Partner, Joseph Damiano, has been recognized on NJBIZ’s 2026 Finance Power List—highlighting the most influential leaders in the professions that…

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Stephen Ferraro Named to Forbes’ America’s Best-In-State CPAs 2026

Stephen Ferraro Named to Forbes’ America’s Best-In-State CPAs 2026 1200 1200 SAX

We are proud to share that Stephen Ferraro, a Partner in our Valuation, Forensic & Litigation practice, has earned a place on Forbes’ America’s Best-In-State CPAs 2026 list. Valuation and…

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TAX ALERT: OMB Proposes Major Changes to Federal Grant Rules Again

TAX ALERT: OMB Proposes Major Changes to Federal Grant Rules Again 1200 1200 SAX

In 2024, OMB revised the Uniform Guidance with the goal of reducing administrative burden for federal funding recipients. The latest proposal takes a different approach.  On May 29, 2026, OMB…

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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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Webinar: From First Touch to Fully Onboarded with Hubspot

Webinar: From First Touch to Fully Onboarded with Hubspot 1080 1080 SAX

Join SAX and Molestreet on June 23rd at 12pm, as we explore how HubSpot and practical AI automation can help firms create a more connected, consistent, and scalable onboarding process.

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Sax Webinar: Managing Rising Energy Costs

Webinar: Managing Rising Energy Costs

Webinar: Managing Rising Energy Costs 1080 1080 SAX

Join SAX and Transparent Energy for an educational webinar on June 17, 2026 at 12pm, focused on practical strategies businesses can use to better manage energy budgets, improve procurement outcomes, and gain more visibility into supplier pricing.

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Webinar: Tariff Refunds Are Just the Beginning

Webinar: Tariff Refunds Are Just the Beginning 1080 1080 SAX

Join SAX and CargoTrans on June 3rd from 2PM-3PM for a practical discussion on how businesses can pursue available refund opportunities while preparing for the next phase of U.S. trade actions.

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Episode 40: Health Insurance & Benefits with USI

Episode 40: Health Insurance & Benefits with USI 1200 1200 SAX

In Episode 40, hosts Adam Holzberg and April Kushner sit down with Shaun Stanton, Vice President of Employee Benefits at USI, for an insightful conversation about one of the biggest…

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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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