news & Press

FILTER BY TOPICS

Cannabis Construction Consumer and Industrial Products & Services Healthcare Nonprofit Prevailing Wage Compliance Real Estate Valuation, Forensic & Litigation

EXPLORE MORE TOPICS

Episode 40: Health Insurance & Benefits with USI 1200 1200 SAX - Advisory, Audit and Accounting

Episode 40: Health Insurance & Benefits with USI

In Episode 40, hosts Adam Holzberg and April Kushner sit down with Shaun Stanton, Vice President of Employee Benefits at USI, for an insightful conversation about one of the biggest challenges nonprofits face today: providing quality health insurance and employee benefits while managing tight budgets. Shaun shares expert guidance on how nonprofit organizations can build…

read more
SAX’s 2026 Nonprofit Industry Update 1200 1200 SAX - Advisory, Audit and Accounting

SAX’s 2026 Nonprofit Industry Update

Join SAX in New York City on June 23rd for our 2026 Nonprofit Industry Update, a morning built for timely insight, honest discussion, and practical takeaways for nonprofit leaders.

read more
Tax Alert: COVID Postponement Refund Claims and IRS ERC Update 1200 1200 SAX - Advisory, Audit and Accounting

Tax Alert: COVID Postponement Refund Claims and IRS ERC Update

Two court case decisions (Kwong v. United States and Abdo v. Commissioner) may create refund and abatement opportunities for certain taxpayers who were assessed and/or paid penalties and interest during the COVID postponement period which spanned from January 20, 2020 through July 10, 2023. In some cases, this could create an opportunity to seek recovery…

read more
Webinar: Cannabis Rescheduling—What It Means for Your Business 1200 1200 SAX - Advisory, Audit and Accounting

Webinar: Cannabis Rescheduling—What It Means for Your Business

Join SAX for an educational webinar on May 11, 2026 at 12pm, where our team will break down what’s happening, what remains uncertain, and what cannabis operators should be thinking about now.

read more
IRS Form 990 Revisions Ahead: What Your Nonprofit Should Do Now 1200 1200 SAX - Advisory, Audit and Accounting

IRS Form 990 Revisions Ahead: What Your Nonprofit Should Do Now

On April 23, 2026, the U.S. Department of the Treasury announced that the Internal Revenue Service (IRS) plans to revise Form 990 to increase transparency, strengthen tax administration, and provide clearer reporting on the activities of 501(c)(3) organizations. These are expected to be the first significant revisions to Form 990 since 2008. What Is Being…

read more
Cannabis Rescheduling Update: What It Means for Your Business 1200 1200 SAX - Advisory, Audit and Accounting

Cannabis Rescheduling Update: What It Means for Your Business

Recent developments around federal cannabis policy are generating significant attention and, understandably, a lot of questions. The DEA’s decision to reschedule cannabis is a meaningful step, but it’s important to approach this change with clarity and caution. While headlines may suggest sweeping tax relief, the reality is more nuanced. At this stage, the impact of…

read more
Stacey Udell Named to Forbes America’s Best-In-State CPAs 2026 1200 1200 SAX - Advisory, Audit and Accounting

Stacey Udell Named to Forbes America’s Best-In-State CPAs 2026

We are proud to share that Stacey Udell, Partner at SAX, has been named to the Forbes America’s Best-In-State CPAs 2026 list on April 15, 2026. This distinguished recognition highlights Stacey’s exceptional leadership, technical expertise, and commitment to delivering outstanding client service. The Forbes Best-In-State CPAs list recognizes top-performing professionals across the country who demonstrate…

read more
Episode 39: What to Expect in a Uniform Guidance Audit 1200 1200 SAX - Advisory, Audit and Accounting

Episode 39: What to Expect in a Uniform Guidance Audit

If your nonprofit receives federal funding, understanding the Uniform Guidance audit process is essential. In Part 2 of our Uniform Guidance series, we go beyond the basics to walk you through exactly what happens during a Single Audit—and how to be fully prepared. Tune in as Adam Holzberg and April Kushner, Nonprofit Partners at SAX,…

read more

Client Portal Make a Payment

Home | About | Information Center | Meet Our Leadership | Careers | Contact
PARSIPPANY, NJ

389 Interpace Parkway
STE 3 Parsippany, NJ 07054
973.472.6250

EWING, NJ

100 Charles Ewing Boulevard
STE 130 Ewing, NJ 08628
609.737.6600

MORGANVILLE, NJ

242 Route 79 N
STE 3 Morganville, NJ 07751
732.332.1700

NEW YORK, NY

1040 Avenue of the Americas
16th Floor New York, NY 10018
212.661.8640

SARATOGA SPRINGS, NY

268 Broadway
Saratoga Springs, NY 12866
518.288.2160

BOSTON, MA

2000 Commonwealth Ave
Auburndale, MA 02466
518.288.2160

MUMBAI, INDIA

Oberoi Commerz 1 International Business Park
Oberoi Garden City Yashodham,
Goregaon (East)

©2026 SAX | ALL RIGHTS RESERVED | Privacy Policy | Website Terms of Use

“Sax” is the brand name under which Sax LLP and Sax Advisory Group LLC and its subsidiary entities provide professional services. Sax LLP and Sax Advisory Group LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Sax LLP is a licensed independent CPA firm that provides attest services to its clients, and Sax Advisory Group LLC and its subsidiary entities provide tax and business consulting services to their clients. Sax Advisory Group LLC and its subsidiary entities are not licensed CPA firms.
Securities are offered through Finalis Securities LLC Member FINRA/SIPC. Sax Capital Advisors and Finalis Securities LLC are separate, unaffiliated entities. Saxllp.com (the “SAX Website”) is a website operated by SAX Advisory Group, LLC. SAX Capital Advisors provides financial and strategic advisory, consulting services, mergers and acquisitions services.
FINRA | SIPC | Finalis Privacy Policy | Finalis Business Continuity Plan | | FINRA BrokerCheck
Sax Capital Advisors is not a registered broker-dealer.

Start Typing
SAX - Advisory, Audit and Accounting