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Sax Wealth Advisors Approved to Join the National Association of Personal Financial Advisors (NAPFA) 150 150 SAX - Advisory, Audit and Accounting

Sax Wealth Advisors Approved to Join the National Association of Personal Financial Advisors (NAPFA)

Clifton, NJ, October 27, 2017 – Sax Wealth Advisors (SWA), an independent registered investment advisory firm with offices in northern New Jersey and New York City, has been approved to join the National Association of Personal Financial Advisors (NAPFA). This is one of the country’s leading professional associations of Fee-Only advisors that provide support and…

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NJTV: NJ Braces for Possible Repeal of SALT Deduction 150 150 SAX - Advisory, Audit and Accounting

NJTV: NJ Braces for Possible Repeal of SALT Deduction

NJTV featured a piece on the possible repeal of SALT deduction in New Jersey and George Livanos, Tax Partner at Sax, shared his expertise. Watch the video clip and read the full article here.

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Accounting Leader SAX Adds Hunter Group LLC to Strengthen Foothold in New Jersey and Enhance Expertise 150 150 SAX - Advisory, Audit and Accounting

Accounting Leader SAX Adds Hunter Group LLC to Strengthen Foothold in New Jersey and Enhance Expertise

Clifton, NJ, October 23, 2017 – Accounting, tax and advisory leader SAX has announced their addition of Hunter Group CPA LLC based in Fair Lawn, NJ effective November 1, 2017. The combined firm will continue to lend its expertise to the tri-state area in many industries, including but not limited to real estate, construction, manufacturing…

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Stuart Berger Selected as NJBA Associate of the 2nd Quarter 150 150 SAX - Advisory, Audit and Accounting

Stuart Berger Selected as NJBA Associate of the 2nd Quarter

Congratulations to Sax Partner Stuart Berger who has been named New Jersey Builders Association‘s (NJBA) Associate of the 2nd Quarter. He has been an active member of the association since 2006, and currently sits on their board. NJBA acknowledges Stuart’s efforts and accomplishments as such: “Stuart is a Partner at Sax and has been a…

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Nov. 1: 13th Annual Banker’s Breakfast 150 150 SAX - Advisory, Audit and Accounting

Nov. 1: 13th Annual Banker’s Breakfast

Beyond the Business: How to Protect Your Assets There are a number of inevitable complexities and complications as you go through the lifecycle of a business. You must consider shareholder agreements, liquidity events, growing your business, asset ownership, and the stakes are even higher when a separation is involved. It is vital that business owners…

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Crain’s: SAX Makes Top 30 Accounting Firms in the New York Area 150 150 SAX - Advisory, Audit and Accounting

Crain’s: SAX Makes Top 30 Accounting Firms in the New York Area

We are proud to announce that SAX has been named to the list of New York area’s largest accounting firms by Crain’s New York Business which publishes this list annually. Crain’s ranks firms based on their number of full-time employees, and firm-wide gross revenue. The firm attributes this recognition to consistent growth year-over-year and is…

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Tax Alert: Disaster Tax Relief Bill 150 150 SAX - Advisory, Audit and Accounting

Tax Alert: Disaster Tax Relief Bill

On September 29, 2017, President Trump signed the Disaster Tax Relief and Airport and Airway Extension Act of 2017 (H.R. 3823) to provide temporary relief to taxpayers impacted by Hurricanes Harvey (August 25, 2017), Maria (September 4, 2017) and Irma (September 16, 2017). The new law: Eliminates the requirement for personal casualty losses to exceed…

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New Updates Regarding CPEOs 150 150 SAX - Advisory, Audit and Accounting

New Updates Regarding CPEOs

On November 1, 2016, a notification from Sax was sent describing the “New Certification for Professional Employer Organizations” which can be found here. There are now two new updates regarding Certified Professional Employer Organizations (CPEOs): The IRS recently released the first list of approved CPEOs. Unless your CPEO is on this list, it does not…

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