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SAX Wealth Advisors Reports Increased Growth Trajectory with Latest AUM Ranking and Two New Partners 400 400 SAX - Advisory, Audit and Accounting

SAX Wealth Advisors Reports Increased Growth Trajectory with Latest AUM Ranking and Two New Partners

Parsippany, NJ Headquarters, July 9, 2024  – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm [1] and financial planning subsidiary of SAX, a Top 100 accounting, tax, and advisory firm, announces its ranking at #29 on Accounting Today‘s List of Top Firms by Assets Under Management (AUM). This prestigious “Wealth Magnet” designation places…

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SAX Launches Innovative E-Learning Platform 400 400 SAX - Advisory, Audit and Accounting

SAX Launches Innovative E-Learning Platform

Program To Offer Courses for Client-facing CPAs Ranging from Tax, Auditing to Soft Skills Parsippany, NJ, July 10, 2024 — SAX – a Top 100 accounting, tax, and advisory firm – is thrilled to announce the launch of its innovative talent development initiative, leveraging the adaptive e-learning platform, Amplifire. This initiative addresses the need for…

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Watch the Webinar: Inventory Management in Consumer Products 400 400 SAX - Advisory, Audit and Accounting

Watch the Webinar: Inventory Management in Consumer Products

In today’s fast-paced consumer products landscape, staying ahead demands innovative solutions. In case you missed it, watch as our panel of experts delve deep into an insightful discussion on automation and all things inventory. Topics include: Latest trends and challenges Embracing Artificial Intelligence How automation is reshaping the industry Protecting the Golden Goose Watch the…

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Q2 Tax with SAX 400 400 SAX - Advisory, Audit and Accounting

Q2 Tax with SAX

Recent changes to multistate tax rules introduce new state income tax filing requirements for online wholesalers and retailers and updated international business income tax filing rules for U.S. retailers whose management is based outside the country. In case you missed it, watch as our speakers discuss these changes and help equip you with the information…

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Don’t Overlook Your Nonprofit’s Infrastructure Needs 656 659 SAX - Advisory, Audit and Accounting

Don’t Overlook Your Nonprofit’s Infrastructure Needs

By Lauren Frary, Director of Strategic Business Transformation, SAX When it comes to operations and infrastructure, nonprofits need to think more like a for-profit corporation — for the good of the organization and the cause it supports. The course of my professional career has allowed me to work both within the nonprofit sector and with…

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DEA to Reclassify Cannabis 400 400 SAX - Advisory, Audit and Accounting

DEA to Reclassify Cannabis

The U.S. Drug Enforcement Administration (DEA) has proposed significant developments in the regulatory landscape surrounding cannabis. In this proposal, cannabis will be reclassified as a Schedule III controlled substance from its current Schedule I status. This decision marks a notable shift in how cannabis is perceived and regulated within the legal framework. This reclassification holds…

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Good Morning Cannabis: Episode 48 400 400 SAX - Advisory, Audit and Accounting

Good Morning Cannabis: Episode 48

Kickstart your day listening to Good Morning Cannabis, where we sit down with thought leaders of various professional backgrounds in the cannabis space. In this episode, we talk to Nick Richards, Partner and Co-Chair of the Cannabis Practice Group at Greenspoon Marder LLP.  He is an experienced tax controversy attorney and advises cannabis companies, owners, and investors…

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Joseph Damiano Named to Forbes’ Inaugural List of America’s Top 200 Accountants 400 400 SAX - Advisory, Audit and Accounting

Joseph Damiano Named to Forbes’ Inaugural List of America’s Top 200 Accountants

Parsippany, NJ – April 15, 2024 — Forbes has named Joseph Damiano, CEO and Managing Partner of SAX – a Top 100 accounting, tax, and advisory firm – to its inaugural list of “America’s Top 200 Accountants.” The Top 200 list highlights the most exceptional practicing CPAs throughout America — the elite in the accounting…

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