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

Episode 36: Building Out Your Finance Team

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 to growing nonprofits, they break down how to thoughtfully build out a finance function that supports transparency, compliance, and long-term sustainability. You’ll learn which roles…

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Sax Welcomes Betsy Morem, CPA & Mark R. Waller, CPA to the Firm 1200 1200 SAX - Advisory, Audit and Accounting

Sax Welcomes Betsy Morem, CPA & Mark R. Waller, CPA to the Firm

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 industries has joined forces with SAX. Founded in 2020 by Mark R. Waller, CPA, and Betsy Morem, CPA, Morem & Waller, CPAs has built a…

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Tax Alert: Component Election for Bonus Depreciation 1200 1200 SAX - Advisory, Audit and Accounting

Tax Alert: Component Election for Bonus Depreciation

Return of Component Election for Bonus Depreciation Creates  Significant Tax Savings for Self-Constructed Projects Taxpayers who started construction on any project prior to the 100% Bonus Depreciation change on January 20, 2025, may be left with 40% Bonus Depreciation, unless a new election is filed. On January 14, 2026, IRS issued Notice 2026-11 providing interim…

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Sax Announces Acquisition of Owen J. Flanagan & Co. 1200 1200 SAX - Advisory, Audit and Accounting

Sax Announces Acquisition of Owen J. Flanagan & Co.

Parsippany, NJ, January 21, 2026 —SAX, a top 75 national accounting, tax, and advisory firm, is pleased to announce its acquisition of Owen J. Flanagan & Co. (“OJF”), effective January 22, 2026. This strengthens SAX’s capabilities across attest, tax, consulting, and advisory services, while preserving the personalized client service that has defined OJF for nearly…

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Episode 35: Why Tech Fails with Melanie Meyer 1200 1200 SAX - Advisory, Audit and Accounting

Episode 35: Why Tech Fails with Melanie Meyer

Why does tech so often fail nonprofits? On this episode of Nonprofit Fundamentals, hosts Adam and April welcome Melanie Meyer, VP of Strategic Growth and Partnerships at Tech Impact, to dig into Why Tech Fails. Together, they break down the common missteps, mindset gaps, and strategic misses that derail well-intentioned tech projects and share what…

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The New Tax Law & Its Impact on Charitable Giving: What Nonprofits Need to Know 1200 1200 SAX - Advisory, Audit and Accounting

The New Tax Law & Its Impact on Charitable Giving: What Nonprofits Need to Know

Join SAX’s educational webinar on February 10, 2026 to unpack the recent tax laws that are reshaping how individuals and corporations think about charitable giving.

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Sax Announces Acquisition of Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC 1200 1200 SAX - Advisory, Audit and Accounting

Sax Announces Acquisition of Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC

Parsippany, NJ, January 7, 2026 — SAX, a top 100 national accounting, tax, and advisory firm, is pleased to announce its acquisition of Scheidel, Sullivan & Lanni CPA LLC (“SSL”), along with Sierra Financial Advisors, LLC (“Sierra”), effective January 4, 2026.  As part of the transaction, Sierra Financial Advisors, the firm’s wealth management arm, has…

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