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SAX WEALTH ADVISORS CONTINUES ITS YEAR OF GROWTH WITH ACQUISITION OF STERLING PORTFOLIO MANAGEMENT LLC 150 150 SAX - Advisory, Audit and Accounting

SAX WEALTH ADVISORS CONTINUES ITS YEAR OF GROWTH WITH ACQUISITION OF STERLING PORTFOLIO MANAGEMENT LLC

Clifton, NJ, July 20, 2017 – Sax Wealth Advisors LLC, an independent registered investment advisory firm with offices in Clifton, New Jersey and New York City, has announced the acquisition of Sterling Portfolio Management LLC, effective July 20, 2017. Based in Tuxedo, NY, Sterling Portfolio Management LLC has served the wealth management needs of businesses…

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Focus Newsletter: Q2 2017 150 150 SAX - Advisory, Audit and Accounting

Focus Newsletter: Q2 2017

We are pleased to share with you our most recent issue of the Sax Focus newsletter. Gain relevant insights and actionable advice from our Real Estate, Not-for-Profit, Construction, Healthcare, and Manufacturing & Distribution Industry Services Groups, and learn why our trusted advisors have the direction that moves you forward. To read this quarter’s newsletter, please…

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MAREJ: Can I Buy First and Sell Later in a Like-Kind Exchange? 150 150 SAX - Advisory, Audit and Accounting

MAREJ: Can I Buy First and Sell Later in a Like-Kind Exchange?

Michael Benguigui, Senior Tax Manager in Sax’s Real Estate Practice, was published in Mid Atlantic Real Estate Journal with his article on like-kind exchanges. Click here to read more.

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NJBIZ: Good times, bad news: When a company is flush with cash and the economy is thriving, that can be the time to call in the forensic accountants for a checkup 150 150 SAX - Advisory, Audit and Accounting

NJBIZ: Good times, bad news: When a company is flush with cash and the economy is thriving, that can be the time to call in the forensic accountants for a checkup

Joe Shannon, Practice Leader of our Valuation, Forensic and Litigation team, provided insight to NJBIZ on the latest trends in forensic accounting. Click here to read the full article and hear about some of his most recent experiences in the industry.

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NJCPA: Preparing Clients for an Audit 150 150 SAX - Advisory, Audit and Accounting

NJCPA: Preparing Clients for an Audit

Sax Partner Joshua Chananie provided fellow accountants with proactive steps to help clients effectively prepare for an audit in NJCPA Magazine. Read the full article here.

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Mid-Year Payroll Changes: Effective July 1, 2017 150 150 SAX - Advisory, Audit and Accounting

Mid-Year Payroll Changes: Effective July 1, 2017

There are a few payroll changes in New York City, New York State, and Philadelphia that took effect on July 1. The overview of those items is as follows: New York City: Withholding Tax Rate Change The withholding tax rates have changed for employees earning $500,000 or less per year. This is a change, although…

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Bonus Depreciation Phase Out Begins in 2018 150 150 SAX - Advisory, Audit and Accounting

Bonus Depreciation Phase Out Begins in 2018

Bonus depreciation is a valuable tax-saving tool for businesses, as it provides the ability to claim accelerated first-year depreciation deductions for qualifying assets. With the Protecting Americans from Tax Hikes (PATH) Act of 2015, bonus depreciation was extended for property purchased and placed in service before 2020. This was an incentive to businesses for purchasing…

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June 21: CFO Focus 150 150 SAX - Advisory, Audit and Accounting

June 21: CFO Focus

Clash of Cultures: Leading and Valuing Millennials Michele Brown, Talent Management Consultant at IntuAction Coaching, will present at the next session of the CFO Focus on June 21. Michele will address the makeup and the shift of the current global workforce. In four years, millennials will account for nearly half the employees in the world…

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