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MY IRREVOCABLE TRUST HAS BEEN PAYING STATE INCOME TAX FOREVER. IS THERE ANY WAY TO AVOID STATE INCOME TAX? 400 400 SAX - Advisory, Audit and Accounting

MY IRREVOCABLE TRUST HAS BEEN PAYING STATE INCOME TAX FOREVER. IS THERE ANY WAY TO AVOID STATE INCOME TAX?

State income taxes can be onerous. Rates can reach 14%+ and the effects of a high state income tax on trust income over years, or decades for long term trusts, can exact a significant toll on the growth of trust assets.  Here are some resources that can help: Upcoming Webinar: Join us on Thursday, March…

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Sax’s 2022 Year in Review 400 400 SAX - Advisory, Audit and Accounting

Sax’s 2022 Year in Review

As we look forward to a prosperous new year at Sax, we are proud to reflect on all that we have accomplished in 2022. From taking our first steps in the global community, adding internal and lateral partners to enhance our practice areas, and remaining future focused, Sax attained exceptional growth for our clients, team…

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SAX Expands International Tax Expertise with Addition of Lisa Goldman 400 400 SAX - Advisory, Audit and Accounting

SAX Expands International Tax Expertise with Addition of Lisa Goldman

Parsippany, NJ, February 22, 2023 — Top 100 accounting, tax and business advisory leader, SAX, announces the addition of Lisa S. Goldman, CPA, M.Tax, TEP to lead the firm’s International Tax Practice as Partner. Lisa brings over 25 years of experience and specializes in international taxation. She creates strategic domestic and international tax minimization opportunities…

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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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