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The New Tax Law & Its Impact on Charitable Giving: What Nonprofits Need to Know 1200 1200 SAX - Advisory, Audit and Accounting

The New Tax Law & Its Impact on Charitable Giving: What Nonprofits Need to Know

Join SAX’s educational webinar on February 10, 2026 to unpack the recent tax laws that are reshaping how individuals and corporations think about charitable giving.

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Sax Announces Acquisition of Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC 1200 1200 SAX - Advisory, Audit and Accounting

Sax Announces Acquisition of Scheidel, Sullivan & Lanni CPA LLC and Sierra Financial Advisors, LLC

Parsippany, NJ, January 7, 2026 — SAX, a top 100 national accounting, tax, and advisory firm, is pleased to announce its acquisition of Scheidel, Sullivan & Lanni CPA LLC (“SSL”), along with Sierra Financial Advisors, LLC (“Sierra”), effective January 4, 2026.  As part of the transaction, Sierra Financial Advisors, the firm’s wealth management arm, has…

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SAX Announces the Promotion of Three New Partners, Strengthening Leadership and Expanding Expertise 1200 1200 SAX - Advisory, Audit and Accounting

SAX Announces the Promotion of Three New Partners, Strengthening Leadership and Expanding Expertise

Parsippany, NJ, January 6, 2026 — SAX, a top 100 accounting, tax, and advisory firm, proudly announces the promotion of Tiffany Roque, CPA, MST; Stephen Smith, CPA; and Matthew Goldstein, CPA to Partner, effective January 1, 2026. Each earned their promotion through demonstrated leadership, technical excellence, and a consistent commitment to client service, reflecting SAX’s…

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Payroll taxes
PAYROLL TAX RATE UPDATES FOR 2026 400 400 SAX - Advisory, Audit and Accounting

PAYROLL TAX RATE UPDATES FOR 2026

In order to calculate payroll taxes accurately and effectively for your company and employees next year, it is important to understand the new and existing compliance requirements in effect for 2026. Below is an overview of the tax rates, taxable wage bases, and other updates that will impact your payroll processes now that the new…

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Webinar: Is 2026 Your Exit Year? How to Prepare for a Successful Sale 1200 1200 SAX - Advisory, Audit and Accounting

Webinar: Is 2026 Your Exit Year? How to Prepare for a Successful Sale

Join Jerome Fusco, Managing Director at SAX Capital Advisors, along with other specialists from SAX, for a practical discussion on what business owners should be doing today to prepare for a successful sale.

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FORM 1099 FILING INFORMATION 400 400 SAX - Advisory, Audit and Accounting

FORM 1099 FILING INFORMATION

The threshold requiring electronic filing applies to any company filing 10 or more total forms of any type.  It is important that employers review and understand the compliance procedures.  Not only will employers face steep penalties for non-compliance, but they will also be required to provide details about the 1099s on their business tax return.…

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2025 PAYROLL TAX REMINDERS 400 400 SAX - Advisory, Audit and Accounting

2025 PAYROLL TAX REMINDERS

Year-end payroll reporting for 2025 is right around the corner. To assist you in preparing the items your payroll provider will need to complete your payroll tax returns, we have provided an overview of the most significant reporting requirements to keep in mind. Please also stay tuned for an email on the payroll tax updates…

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Episode 34: Donor-Advised Funds (DAFs) with Bill Connor 400 400 SAX - Advisory, Audit and Accounting

Episode 34: Donor-Advised Funds (DAFs) with Bill Connor

This week on Nonprofit Fundamentals, hosts April Kushner and Adam Holzberg are joined by Bill Connor from SAX Wealth Advisors to discuss Donor-Advised Funds (DAFs) and their growing role in charitable giving. Bill shares his expertise on how DAFs work, their benefits for both donors and nonprofits, and key considerations for organizations looking to engage…

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