As a nonprofit, you have likely been asked many times, “What is your program expense percentage?” But what does this percentage actually mean, and what does it mean for your…
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Losing a loved one is difficult, but those challenges can be magnified by the complex array of income, estate, and state tax reporting, tax elections, and financial decisions. What are…
read more Clients (and sadly some advisers) view gift tax returns as pretty simple projects without understanding the cost, complexity, or the need for consulting other advisers. That misconception can hinder an…
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In case you missed it, watch as Sax’s in-house experts provide valuable information regarding international and state and local tax, including: Residency – How is residency is determined for individuals…
read more 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,…
read more In case you missed it, watch part one of our Estate Planning webinar series that will tackle the issue of grantor trusts and the burdensome income tax. Listen in as…
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It’s hard to believe 2022 is now winding down. Tax planning at every year-end is essential, but proper strategic action at the close of this year could be pivotal in…
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Cybersecurity: a topic you hear about constantly. But what does it mean, and what are the implications for you or your business? Join us Thursday, June 16 @ 10 A.M.…
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Start your morning off right by listening to our newest segment Good Morning Cannabis, where we sit down with different thought leaders in the cannabis space with varying backgrounds. In…
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At Sax, we strive to assist our clients in ways that position them for long-term success. As we begin the 2022 tax season, there are important need-to-knows and helpful information…
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