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Sax’s 12th Annual 4 MILER Raises Over $125,000 for St. Joseph’s Children’s Hospital 400 400 SAX - Advisory, Audit and Accounting

Sax’s 12th Annual 4 MILER Raises Over $125,000 for St. Joseph’s Children’s Hospital

SAX proudly announces its 12th annual 4 MILER raised over $125,000 to benefit the Child Life Department of St. Joseph’s Children’s Hospital – the largest amount raised in the history of the event.

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Family Promise of Morris County Awarded $20,000 Gift in SAX’s 6th Annual Founders’ Award 400 400 SAX - Advisory, Audit and Accounting

Family Promise of Morris County Awarded $20,000 Gift in SAX’s 6th Annual Founders’ Award

Parsippany, NJ – October 19, 2023 – SAX, a top 100 accounting, tax and advisory firm, is proud to announce Family Promise of Morris County as the recipient of the 6th Annual Sax Founders’ Award. Among nearly 125 applicants, Family Promise of Morris County best addressed this year’s theme of “Accessibility.” The $20,000 unrestricted gift…

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Eric Meisner Joins SAX as Partner and Head of Fractional Finance Practice 400 400 SAX - Advisory, Audit and Accounting

Eric Meisner Joins SAX as Partner and Head of Fractional Finance Practice

Parsippany, NJ, October 2, 2023 – SAX, a leading accounting, tax, and advisory firm, is thrilled to announce the appointment of Eric Meisner as Partner and Head of Sax’s Fractional Finance Practice. With this strategic addition, Sax further strengthens its commitment to empowering clients with access to top-tier financial expertise and solutions. Eric Meisner brings…

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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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