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SAX ADDS THE PRACTICE OF STEVEN PRESS, CPA, P.C. AND EXPANDS THE FIRM’S LEADERSHIP TEAM 400 400 SAX - Advisory, Audit and Accounting

SAX ADDS THE PRACTICE OF STEVEN PRESS, CPA, P.C. AND EXPANDS THE FIRM’S LEADERSHIP TEAM

Parsippany, NJ Headquarters – November 10, 2022 – Top 100 accounting, tax and advisory firm, SAX, has announced the acquisition of Steven R. Press, CPA, P.C.  Press will join the firm as Partner, effective November 1, 2022. Based in Mamaroneck, NY the Practice of Steven R. Press, CPA, P.C. has provided full-service accounting services since…

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SAX Enters the Global Community with Opening of Mumbai, India Office 400 400 SAX - Advisory, Audit and Accounting

SAX Enters the Global Community with Opening of Mumbai, India Office

Parsippany, NJ, October 18, 2022 — Nationally ranked accounting, tax and business advisory leader, SAX, is proud to announce the opening of its first international office, a 12,500 square-foot space centrally located in Mumbai, India. The new office, slated to open in Q4 2022, continues the firm’s expansion initiative, which has seen Sax grow to…

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Sax Expands Not-For-Profit Consulting Expertise with the Addition of Lauren Frary as Director of Strategic Business Transformation 400 400 SAX - Advisory, Audit and Accounting

Sax Expands Not-For-Profit Consulting Expertise with the Addition of Lauren Frary as Director of Strategic Business Transformation

Parsippany, NJ, October 7, 2022 — Nationally ranked accounting, tax and business advisory leader, SAX, has announced the addition of Lauren Frary, MA, LRC as Director of Strategic Business Transformation to round out the firm’s established Not-for-Profit Practice, effective October 3, 2022. In her role at Sax, Lauren will lend her 35 years of experience…

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Sax’s 5th Annual Founders’ Award Gifts $15,000 to the Non-Profit, Popcorn for the People 400 400 SAX - Advisory, Audit and Accounting

Sax’s 5th Annual Founders’ Award Gifts $15,000 to the Non-Profit, Popcorn for the People

Parsippany, NJ, September 23, 2022:  Top 100 accounting, tax, and advisory firm, SAX, is proud to announce the winner of its fifth annual Founders’ Award.  Popcorn for the People was awarded the $15,000 unrestricted gift for best addressing this year’s theme of “Vision.” This theme was chosen to recognize the forward thinking of applicants post-pandemic.…

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Sax Expands Leadership Team and Not-For-Profit Expertise with Addition of Scott J. Goldberg as Partner 400 400 SAX - Advisory, Audit and Accounting

Sax Expands Leadership Team and Not-For-Profit Expertise with Addition of Scott J. Goldberg as Partner

Parsippany, NJ, September 16, 2022 — Top 100 accounting, tax and business advisory leader, SAX, has announced the addition of Scott J. Goldberg, CPA to the firm’s established Not-for-Profit Practice as Partner, effective September 1, 2022. As an experienced leader, Scott brings nearly 30 years of valued expertise to Sax’s Not-for-Profit Practice where he will…

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5 Questions to Ask During your Consultation with a Wealth Advisor 400 400 SAX - Advisory, Audit and Accounting

5 Questions to Ask During your Consultation with a Wealth Advisor

A wealth advisor isn’t a one-size-fits-all service provider. The best wealth advisor to work with is one who understands your specific needs and can help you reach your financial goals. So how do you determine whether an advisor is the right advisor for you and if applicable, your business? During your initial consultation with an…

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SAX PARTNER, MEGAN SARTOR, NAMED TO NJBIZ 2022 CLASS OF FORTY UNDER 40 LEADERS IN THE STATE 400 400 SAX - Advisory, Audit and Accounting

SAX PARTNER, MEGAN SARTOR, NAMED TO NJBIZ 2022 CLASS OF FORTY UNDER 40 LEADERS IN THE STATE

Parsippany, NJ, August 19, 2022 –– Top 100 accounting, tax and business advisory leader, SAX, is proud to announce the inclusion of Partner, Megan Sartor on the NJBIZ list of Forty Under 40.  This program recognizes and applauds 40 business men and women under the age of 40 for their notable successes and demonstrations of…

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California Nonresidents: Beware if Selling Partnership Interests 400 400 SAX - Advisory, Audit and Accounting

California Nonresidents: Beware if Selling Partnership Interests

On July 14, 2022, California released Legal Ruling 2022-02 that now recharacterizes the gain resulting from the sale of partnership interest as ordinary income and therefore taxable by the state. Generally, California law, like most states, prescribes that the sale of an intangible asset (such as an interest in a partnership, corporate stock, or a…

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