Webinars

Best Practices for a Successful Sale

Best Practices for a Successful Sale 400 400 SAX - Advisory, Audit and Accounting

In case you missed it, watch SAX’s experts as they have a conversation about best practices for selling a business. Regardless of your business’s size or industry or whether you’re…

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Watch the Webinar: Inventory Management in Consumer Products

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

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…

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Q2 Tax with SAX

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

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…

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Watch the Webinar: Rising to the Giving Challenge

Watch the Webinar: Rising to the Giving Challenge 400 400 SAX - Advisory, Audit and Accounting

Where has all the giving gone? If you are a nonprofit organization, you may be experiencing challenges with raising funds and contributions to continue your mission. In case you missed…

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How should I plan charitable gifts as we approach year-end? Through my estate plan?

How should I plan charitable gifts as we approach year-end? Through my estate plan? 400 400 SAX - Advisory, Audit and Accounting

My client is charitably inclined.  How should I be advising her as we approach the year-end?  My client wants to make a charitable bequest through his estate plan – what…

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Why should I engage in planning now? Nothing is going to change, and the exemption is so high!

Why should I engage in planning now? Nothing is going to change, and the exemption is so high! 400 400 SAX - Advisory, Audit and Accounting

Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST tax exemptions will be reduced by half. Clients might also be aware but have likely…

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WATCH THE TAX WITH SAX WEBINAR: A LOOK BACK AT Q2

WATCH THE TAX WITH SAX WEBINAR: A LOOK BACK AT Q2 400 400 SAX - Advisory, Audit and Accounting

In case you missed it, watch the Sax Tax update and listen in as our in-house tax experts discuss some hot topics with regards to federal tax credits/incentives and recent…

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How Can My Trust Help My Kid Buy a House?

How Can My Trust Help My Kid Buy a House? 400 400 SAX - Advisory, Audit and Accounting

It is fairly common for a client to ask how an irrevocable trust might help a beneficiary to buy a house.  There are many different options for how to handle…

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I’m buying life insurance, do I really need a trust, and if so what kind?

I’m buying life insurance, do I really need a trust, and if so what kind? 400 400 SAX - Advisory, Audit and Accounting

A client is buying life insurance, do they really need to set up an irrevocable life insurance trust (“ILIT”) to own that insurance? With high estate tax exemptions is that…

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Watch the Webinar: Founders’ Award Q&A

Watch the Webinar: Founders’ Award Q&A 400 400 SAX - Advisory, Audit and Accounting

Have questions about applying for this year’s Founders’ Award? Watch as Sax’s Nonprofit Partners April Kushner and Adam Holzberg review the application package and answer common application questions. Watch the…

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SAX - Advisory, Audit and Accounting