News / Events

Accounting Today Ranks SAX #68 Top Firm in U.S., #6 Fastest Growing Firm in U.S., and a Regional Leader Among Other Accolades
Accounting Today Ranks SAX #68 Top Firm in U.S., #6 Fastest Growing Firm in U.S., and a Regional Leader Among Other Accolades 400 400 SAX - Advisory, Audit and Accounting

Parsippany, NJ, March 17, 2023 – SAX has once again been named to Accounting Today’s top 100 firms in the country list, coming in at #68 and leaping 19 spots…

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MY IRREVOCABLE TRUST HAS BEEN PAYING STATE INCOME TAX FOREVER. IS THERE ANY WAY TO AVOID STATE INCOME TAX?
MY IRREVOCABLE TRUST HAS BEEN PAYING STATE INCOME TAX FOREVER. IS THERE ANY WAY TO AVOID STATE INCOME TAX? 400 400 SAX - Advisory, Audit and Accounting

State income taxes can be onerous. Rates can reach 14%+ and the effects of a high state income tax on trust income over years, or decades for long term trusts,…

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Sax’s 2022 Year in Review
Sax’s 2022 Year in Review 400 400 SAX - Advisory, Audit and Accounting

As we look forward to a prosperous new year at Sax, we are proud to reflect on all that we have accomplished in 2022. From taking our first steps in…

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SAX Expands International Tax Expertise with Addition of Lisa Goldman
SAX Expands International Tax Expertise with Addition of Lisa Goldman 400 400 SAX - Advisory, Audit and Accounting

Parsippany, NJ, February 22, 2023 — Top 100 accounting, tax and business advisory leader, SAX, announces the addition of Lisa S. Goldman, CPA, M.Tax, TEP to lead the firm’s International…

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Potential Changes to Donor Advised Funds in the Future – How will this impact your organization?
Potential Changes to Donor Advised Funds in the Future – How will this impact your organization? 400 400 SAX - Advisory, Audit and Accounting

Over the past few years, there has been increasing interest in modifying charitable giving laws.  The charitable giving that has seen the most scrutiny is donor advised funds.  A donor…

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SAX Expands State & Local Tax Expertise with Addition of Richard Goldstein
SAX Expands State & Local Tax Expertise with Addition of Richard Goldstein 400 400 SAX - Advisory, Audit and Accounting

Parsippany, NJ, February 13, 2023 — Top 100 accounting, tax and business advisory leader, SAX, has announced the addition of Richard Goldstein, JD to lead the firm’s established State and…

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Sax Expands its C-Suite with the Announcement of Nicholas Valentini as Chief Financial Officer
Sax Expands its C-Suite with the Announcement of Nicholas Valentini as Chief Financial Officer 400 400 SAX - Advisory, Audit and Accounting

Parsippany, NJ, January 18, 2023 — Top 100 accounting, tax and business advisory leader, SAX, has announced Nicholas Valentini as the firm’s new Chief Financial Officer, effective December 29, 2022.…

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SAX NAMES THREE NEW PARTNERS TO THE FIRM’S EXPANDING LEADERSHIP TEAM
SAX NAMES THREE NEW PARTNERS TO THE FIRM’S EXPANDING LEADERSHIP TEAM 400 400 SAX - Advisory, Audit and Accounting

Parsippany, NJ, January 11, 2023: Top 100 accounting, tax and business advisory leader, SAX, is proud to announce their next generation of firm leaders with the promotion of two Senior…

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SAX ADDS SCHALL & ASHENFARB, CPA’s – CONCLUDING FOURTH CONSECUTIVE NEW YORK MERGER IN 2022, AND GREATLY EXPANDING NONPROFIT PRACTICE
SAX ADDS SCHALL & ASHENFARB, CPA’s – CONCLUDING FOURTH CONSECUTIVE NEW YORK MERGER IN 2022, AND GREATLY EXPANDING NONPROFIT PRACTICE 400 400 SAX - Advisory, Audit and Accounting

Parsippany, NJ Headquarters – January 5, 2023 – Top 100 accounting, tax and advisory firm, SAX, has announced the successful addition of Schall & Ashenfarb, CPA’s based in New York…

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Sax’s 11th Annual 4 MILER at Garret Mountain Raises $115,000 for St. Joseph’s Children’s Hospital
Sax’s 11th Annual 4 MILER at Garret Mountain Raises $115,000 for St. Joseph’s Children’s Hospital 400 400 SAX - Advisory, Audit and Accounting

Parsippany, NJ, December 7, 2022:  Top 100 accounting, tax and advisory firm, SAX, is proud to announce the success of their 11th annual 4 MILER at Garret Mountain event held…

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