Join our webinar on November 18, 2026 from 2pm-3:30pm and watch as our in-house tax professionals break down key year-end planning strategies and opportunities.
read moreNew SBA Rule Means Buyers, Sellers, and Lenders Need Both a Valuation and a Quality of Earnings Report, Before the Deal Closes Starting October 1, 2026, SBA-financed business acquisitions and expansions of $3 million or more require an independent Quality of Earnings (QoE) report, in addition to the independent business valuation SBA has long required…
read moreThe deadline for filing the New York City Pied-à-Terre Surcharge request for exemption is extended to October 6th. For additional information visit: https://www.nyc.gov/site/finance/property/non-primary-residence-surcharge.page and/or contact the SAX SALT team.
read moreExecutive Summary New Jersey’s FY2027 budget package includes several tax and fee changes that may affect 2026 estimated payments, employer compliance obligations, individual income tax planning, and data broker registration fees. Clients should review exposure now, particularly when provisions apply retroactively or create new near-term filing and payment deadlines as noted below. Most affected taxpayers:…
read moreThe New York City Department of Finance (the “Department”) has released a pied-à-terre surcharge exemption application (the “application”). Residential Homes and Condominiums Application Filing Deadline – August 21, 2026 File the application here. Cooperative Units Application Filing Deadline – August 24, 2026 File the application here. A property qualifies for an exemption from the pied-à-terre…
read moreWhat the Department of Finance’s newly adopted rules—19 RCNY Chapter 62—mean for owners of high-value New York City second homes. Overview On May 28, 2026, New York State enacted a surcharge—commonly called the “pied-à-terre tax”—on Class 1 homes valued at $5 million and Class 2 homes (i.e., condominiums and cooperative residences (“co-ops”)) valued at $1…
read moreThere are two potential sales and use tax refund opportunities available to construction owners, developers and contractors as it relates to Site Safety Expenses and Bridge and Pipeframe rentals. Site Safety – NY courts have determined that NYS overreached in its application of the sales tax law on site safety expenses. The court ruled that…
read moreOverview of Proposed Florida Property Tax Changes Florida lawmakers have advanced a major property tax reform initiative that would materially expand the homestead exemption for primary residences. The proposal, titled the “Save Our Homes from Excessive Property Taxes” initiative and commonly referred to as Amendment 3 for the 2026 ballot, would phase in larger non-school…
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