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

How the Right Advisor Can Transform Your Accounting Clean‑Up

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 complex trial balances, reconciled key accounts to source documents, and restored confidence in the company’s financial reporting. Read the case study to learn how SAX…

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

SAX Presents its 2025 Year in Review

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 1200 1200 SAX - Advisory, Audit and Accounting

U.S. Tariffs: What Just Happened—and What It Means

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 Act of 1977 (IEEPA). Just hours later, a 10% global tariff was imposed under Section 122 of the Trade Act of 1974, which increased to 15% the following day. The…

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

Episode 37: Mission at Risk—Fraud Lessons for Nonprofits

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 what went wrong, how internal controls failed, and what leaders could have done differently. From misplaced trust to weak oversight and breakdowns in governance, this…

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

An Extension of Management for Accounting Advisory and Reporting Excellence

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 management to help a real estate entity navigate held-for-sale, discontinued operations, and impairment considerations—while staying within budget. Read the case study to learn how SAX…

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

The New Tax Law & Charitable Giving: Key Questions and Strategic Considerations for Nonprofits

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 how these new rules may influence giving patterns. Below are the questions nonprofit leaders should be asking, along with what the answers might mean for…

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

Optimizing Clients Through a Best-in-Class Tech Stack

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 software stack for your business is one of the most important things you can do for a successful business. Picking the right one will allow…

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

Partnering with the Right Experts to Record Complex Transactions Accurately

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 guide them through the recording of dispositions within their portfolio accurately from settlement statement to general ledger journal entry. Read the case study to learn…

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