News / Events

2016 Year-End Tax Reminders

2016 Year-End Tax Reminders 150 150 SAX

With the end of the year upon us, we at Sax want to remind you of some important tax changes and benefits that will impact your planning and preparation for…

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NJTV: Kathleen Alexander Addresses the the Phase-Out of New Jersey’s Estate Tax

NJTV: Kathleen Alexander Addresses the the Phase-Out of New Jersey’s Estate Tax 150 150 SAX

On November 18, 2016, NJTV turned to Sax Partner Kathleen Alexander for expert insights into how New Jersey will benefit from the phase-out of the state’s estate tax. View the…

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Tax Alert: Employers Affected by Recent Updates from the IRS and USCIS

Tax Alert: Employers Affected by Recent Updates from the IRS and USCIS 150 150 SAX

Employers should take note of two important notices made by the federal government last week. These announcements involved changes to the Affordable Care Act (ACA) reporting requirements in 2016 and…

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Tax Alert: Post-Election Update

Tax Alert: Post-Election Update 150 150 SAX

Taxes took center stage in much of the pre-election rhetoric from both presidential candidates. Now that Donald Trump has secured his place in the White House, what tax changes may…

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2016-2017 Tax Planning Guide

2016-2017 Tax Planning Guide 150 150 SAX

As the 2016 tax year draws to a close, Sax would like to share a personal income tax planning guide for your reference. Many of the strategies presented are applicable…

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Living and Dying in New Jersey Just Got More Affordable

Living and Dying in New Jersey Just Got More Affordable 150 150 SAX

On October 14, 2016, Governor Christie signed a bill that represents a big step forward in helping both New Jersey residents and the state itself.  Residents will reap the benefits…

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12th Annual Bankers Breakfast: Mastering the Client Experience in Every Vertical Market

12th Annual Bankers Breakfast: Mastering the Client Experience in Every Vertical Market 150 150 SAX

Successful client relationships require a unique approach to every industry you serve. Business clients depend on their financial professionals to understand the intricacies of their vertical markets and help them…

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FOCUS Newsletter: September 2016

FOCUS Newsletter: September 2016 150 150 SAX

Welcome to the first issue of the Sax Focus newsletter. Underneath the new name and brand, we are excited to share more of the expert insights and actionable advice that…

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Apply These Three Tips to Keep Your Not-for-Profit Out of the Headlines

Apply These Three Tips to Keep Your Not-for-Profit Out of the Headlines 150 150 SAX

Recently, a former not-for-profit executive director from Long Island made headlines after being indicted on charges of embezzling hundreds of thousands of dollars from Human First, Inc., a social services…

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FASB Issues New Standards for Not-for-Profit Financial Reporting

FASB Issues New Standards for Not-for-Profit Financial Reporting 150 150 SAX

For the first time in more than 20 years, not-for-profit financial reporting will receive a much-needed makeover.  On August 18, 2016, the Financial Accounting Standards Board (FASB) issued its new…

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