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Potential Changes to Donor Advised Funds in the Future – How will this impact your organization? 400 400 SAX - Advisory, Audit and Accounting

Potential Changes to Donor Advised Funds in the Future – How will this impact your organization?

Over the past few years, there has been increasing interest in modifying charitable giving laws.  The charitable giving that has seen the most scrutiny is donor advised funds.  A donor advised fund works by allowing donors to make a charitable contribution to the fund and receive an immediate tax deduction. While the donor can recommend…

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SAX Expands State & Local Tax Expertise with Addition of Richard Goldstein 400 400 SAX - Advisory, Audit and Accounting

SAX Expands State & Local Tax Expertise with Addition of Richard Goldstein

Parsippany, NJ, February 13, 2023 — Top 100 accounting, tax and business advisory leader, SAX, has announced the addition of Richard Goldstein, JD to lead the firm’s established State and Local Tax (SALT) practice as Partner, effective January 30, 2023. Richard brings more than 30 years of experience dedicated exclusively to personal and business state…

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Sax Expands its C-Suite with the Announcement of Nicholas Valentini as Chief Financial Officer 400 400 SAX - Advisory, Audit and Accounting

Sax Expands its C-Suite with the Announcement of Nicholas Valentini as Chief Financial Officer

Parsippany, NJ, January 18, 2023 — Top 100 accounting, tax and business advisory leader, SAX, has announced Nicholas Valentini as the firm’s new Chief Financial Officer, effective December 29, 2022. Nicholas joins the firm after serving as CFO at a Top 50 accounting firm and brings over a decade of professional experience and extensive accounting…

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SAX NAMES THREE NEW PARTNERS TO THE FIRM’S EXPANDING LEADERSHIP TEAM 400 400 SAX - Advisory, Audit and Accounting

SAX NAMES THREE NEW PARTNERS TO THE FIRM’S EXPANDING LEADERSHIP TEAM

Parsippany, NJ, January 11, 2023: Top 100 accounting, tax and business advisory leader, SAX, is proud to announce their next generation of firm leaders with the promotion of two Senior Managers and one C-Suite Executive to the position of Partner. The following advisors will join an impressive management team at Sax, which is now comprised…

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SAX ADDS SCHALL & ASHENFARB, CPA’s – CONCLUDING FOURTH CONSECUTIVE NEW YORK MERGER IN 2022, AND GREATLY EXPANDING NONPROFIT PRACTICE 400 400 SAX - Advisory, Audit and Accounting

SAX ADDS SCHALL & ASHENFARB, CPA’s – CONCLUDING FOURTH CONSECUTIVE NEW YORK MERGER IN 2022, AND GREATLY EXPANDING NONPROFIT PRACTICE

Parsippany, NJ Headquarters – January 5, 2023 – Top 100 accounting, tax and advisory firm, SAX, has announced the successful addition of Schall & Ashenfarb, CPA’s based in New York City, effective January 1, 2023. Schall & Ashenfarb, CPA’s has a solid 30 plus year history of providing exceptional accounting services to nonprofit organizations in…

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Sax’s 11th Annual 4 MILER at Garret Mountain Raises $115,000 for St. Joseph’s Children’s Hospital 400 400 SAX - Advisory, Audit and Accounting

Sax’s 11th Annual 4 MILER at Garret Mountain Raises $115,000 for St. Joseph’s Children’s Hospital

Parsippany, NJ, December 7, 2022:  Top 100 accounting, tax and advisory firm, SAX, is proud to announce the success of their 11th annual 4 MILER at Garret Mountain event held on Saturday, October 1, 2022, to benefit St. Joseph’s Children’s Hospital.  This year, over 400 participants, 40 volunteers, 40 sponsors, and 100 donors came together…

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SAX EXPANDS NYC PRESENCE AND CONSUMER PRODUCT EXPERIENCE WITH THE ADDITION OF KMR LLP 400 400 SAX - Advisory, Audit and Accounting

SAX EXPANDS NYC PRESENCE AND CONSUMER PRODUCT EXPERIENCE WITH THE ADDITION OF KMR LLP

Parsippany, NJ Headquarters – Wednesday, November 30, 2022 – Top 100 accounting, tax and advisory firm, SAX, has announced the expansion of its Consumer Products Practice and New York presence through the acquisition of fellow tax and accounting firm, KMR LLP, based in New York City, effective November 30, 2022. KMR LLP has provided quality…

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Watch the Webinar: Year-End Tax Planning and What You Need to Know NOW 400 400 SAX - Advisory, Audit and Accounting

Watch the Webinar: Year-End Tax Planning and What You Need to Know NOW

It’s hard to believe 2022 is now winding down. Tax planning at every year-end is essential, but proper strategic action at the close of this year could be pivotal in order to make the most of current tax laws that would best set you up for the future. In case you missed it, watch as…

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