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Tax Alert: August 2026 Deadlines for Filing the NYC Pied-à-Terre Surcharge Exemption Application 1200 1200 SAX - Advisory, Audit and Accounting

Tax Alert: August 2026 Deadlines for Filing the NYC Pied-à-Terre Surcharge Exemption Application

The New York City Department of Finance (the “Department”) has released a pied-à-terre surcharge exemption application (the “application”). Residential Homes and Condominiums Application Filing Deadline – August 21, 2026 File the application here. Cooperative Units Application Filing Deadline – August 24, 2026 File the application here. A property qualifies for an exemption from the pied-à-terre…

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Tax Alert: NYC Adopts Final Regulation and Issues Interpretive Policies on the Pied-à-Terre Tax 1200 1200 SAX - Advisory, Audit and Accounting

Tax Alert: NYC Adopts Final Regulation and Issues Interpretive Policies on the Pied-à-Terre Tax

What the Department of Finance’s newly adopted rules—19 RCNY Chapter 62—mean for owners of high-value New York City second homes. Overview On May 28, 2026, New York State enacted a surcharge—commonly called the “pied-à-terre tax”—on Class 1 homes valued at $5 million and Class 2 homes (i.e., condominiums and cooperative residences (“co-ops”)) valued at $1…

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Joseph Damiano Named to Forbes’ America’s Best-In-State CPAs 2026 1200 1200 SAX - Advisory, Audit and Accounting

Joseph Damiano Named to Forbes’ America’s Best-In-State CPAs 2026

We are proud to share that Joseph Damiano, Chief Executive Officer of SAX, has earned a place on Forbes’ America’s Best-In-State CPAs 2026 list. As CEO, Joe provides leadership and strategic direction across the firm, helping guide SAX’s continued growth and commitment to delivering forward-thinking advisory, audit, accounting, and tax services. His recognition reflects the depth…

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Tax Alert: Construction Clients Potential Refund Claim 1200 1200 SAX - Advisory, Audit and Accounting

Tax Alert: Construction Clients Potential Refund Claim

There are two potential sales and use tax refund opportunities available to construction owners, developers and contractors as it relates to Site Safety Expenses and Bridge and Pipeframe rentals. Site Safety – NY courts have determined that NYS overreached in its application of the sales tax law on site safety expenses. The court ruled that…

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Episode 42: Nonprofit Myths vs. Facts 1200 1200 SAX - Advisory, Audit and Accounting

Episode 42: Nonprofit Myths vs. Facts

In Episode 40, hosts Adam Holzberg and April Kushner break down one of the biggest challenges nonprofit leaders face, separating myth from fact. Whether you are running a nonprofit, supporting one, or just looking to better understand the sector, this conversation is packed with practical insights, clear explanations, and real world perspective. Adam and April…

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Episode 41: Avoiding Common Uniform Guidance Pitfalls 1200 1200 SAX - Advisory, Audit and Accounting

Episode 41: Avoiding Common Uniform Guidance Pitfalls

What are the most common Uniform Guidance findings, and more importantly, how can your organization avoid them? In this episode, April Kushner and Adam Holzberg break down recurring compliance issues identified in Single Audits and federal grant reviews. From documentation and internal controls to procurement, allowable costs, and subrecipient monitoring, this discussion highlights the areas…

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Webinar: What Giving USA Means for Your Nonprofit 1200 1200 SAX - Advisory, Audit and Accounting

Webinar: What Giving USA Means for Your Nonprofit

Join SAX’s educational webinar on Tuesday, August 4, 2026, as we unpack the latest giving data and share practical strategies to help your organization build a more resilient approach to fundraising.

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Megan Sartor Named to Forbes’ America’s Best-In-State CPAs 2026 1200 1200 SAX - Advisory, Audit and Accounting

Megan Sartor Named to Forbes’ America’s Best-In-State CPAs 2026

We are proud to share that Megan Sartor, a Partner and Leader of our Valuation, Forensic & Litigation practice, has earned a place on Forbes’ America’s Best-In-State CPAs 2026 list. Megan’s work sits at the intersection of accounting, analysis, and high-stakes decision-making. In matters involving valuation, forensic investigation, and litigation support, she helps clients bring…

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