Sax Wealth Advisors Named to Accounting Today’s Wealth Magnets List 400 400 SAX - Advisory, Audit and Accounting

Sax Wealth Advisors Named to Accounting Today’s Wealth Magnets List

Sax Wealth Advisors Recognized as Top Financial Firm in U.S. for Sixth Consecutive Year Parsippany, NJ, September 18, 2023  – Sax Wealth Advisors, LLC, a registered investment advisory firm and financial planning subsidiary of Top 100 accounting, tax and advisory firm, SAX, has been named to Accounting Today’s 2023 class of the Top 150 CPA…

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Why should I engage in planning now? Nothing is going to change, and the exemption is so high! 400 400 SAX - Advisory, Audit and Accounting

Why should I engage in planning now? Nothing is going to change, and the exemption is so high!

Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST tax exemptions will be reduced by half. Clients might also be aware but have likely not focused on the issue. Many who should address estate tax planning now may put it off, and ask: “Why should I engage in planning…

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SAX Aims to Reach $1 Million Raised for St. Joseph’s Children’s Hospital with 12th Annual 4 Miler 500 438 SAX - Advisory, Audit and Accounting

SAX Aims to Reach $1 Million Raised for St. Joseph’s Children’s Hospital with 12th Annual 4 Miler

This Year’s Walk/Run Event Raising Money for St. Joseph’s Children’s Hospital’s Child Life Department to be Held at  SAX’s Parsippany Headquarters for First Time Parsippany, NJ – August 28, 2023 – The 12th Annual 4 Miler, which raises money for St. Joseph’s Children’s Hospital, will be held on Saturday, September 30, 2023 at SAX’s state-of-the-art…

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SAX Named One of Nation’s Top 50 Construction Accounting Firms by Construction Executive for Fifth Consecutive Year 400 400 SAX - Advisory, Audit and Accounting

SAX Named One of Nation’s Top 50 Construction Accounting Firms by Construction Executive for Fifth Consecutive Year

Parsippany-based Accounting, Tax and Advisory Firm Ranked #24 in the Country by Leading Construction Media Property   Parsippany, NJ, August 10, 2023 – SAX, a top 100 accounting, tax and advisory firm in the nation, is proud to announce that it has been named one of The Top 50 Construction Accounting Firms™ by Construction Executive (CE), a…

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How Can My Trust Help My Kid Buy a House? 400 400 SAX - Advisory, Audit and Accounting

How Can My Trust Help My Kid Buy a House?

It is fairly common for a client to ask how an irrevocable trust might help a beneficiary to buy a house.  There are many different options for how to handle this common transaction.  The path of least resistance – to have the trust just make a distribution to the child so that the child could…

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SAX Ranks #70 on INSIDE Public Accounting’s Top 100 Firms List and Earns a Spot on Their 100 Fastest-Growing Firms List 400 400 SAX - Advisory, Audit and Accounting

SAX Ranks #70 on INSIDE Public Accounting’s Top 100 Firms List and Earns a Spot on Their 100 Fastest-Growing Firms List

Parsippany, NJ – July 27, 2023 – SAX CEO and Managing Partner Joseph A. Damiano announces the firm has made the prestigious INSIDE Public Accounting’s (IPA) list of Top 100 Accounting firms across the nation for the fifth consecutive year and also was included in the IPA 100 Fastest-growing firms list. This year, SAX rose…

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New Jersey Adopts the Convenience of the Employer Rule for Nonresident Wage Sourcing 400 400 SAX - Advisory, Audit and Accounting

New Jersey Adopts the Convenience of the Employer Rule for Nonresident Wage Sourcing

On July 21, 2023, New Jersey Governor Phil Murphy signed legislative Bill A. 4694 into law.  The new law includes a convenience of the employer rule for sourcing wages of nonresidents to New Jersey for purposes of the Gross Income Tax (aka, “individual income tax” or “GIT”).  The rule will require most New Jersey-based employees…

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Sax FOCUS Newsletter July 2023 1120 746 SAX - Advisory, Audit and Accounting

Sax FOCUS Newsletter July 2023

We are thrilled to present the latest installment of the Sax FOCUS Newsletter, and we must say, it’s truly one for the books! Packed with invaluable insights and expert analysis, this edition promises to take you on an exciting journey from insight to impact, helping you harness industry trends for your future success. Read the…

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SAX - Advisory, Audit and Accounting