Healthcare

Advisors

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Susan E. Reed, CPA, CFP

Partner

Contact

Clifton, NJ
973.472.6250
sreed@saxllp.com

Expertise

Healthcare

> SEE BIO

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Ralph Heiman, CPA

Senior Advisor

Contact

Clifton, NJ
973.472.6250
rheiman@saxllp.com

Expertise

Healthcare
Wealth Management

> SEE BIO

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Todd W. Polyniak, CPA

Partner

Contact

Clifton, NJ
973.472.6250
tpolyniak@saxllp.com

Expertise

Not-for-Profit
Healthcare

> SEE BIO

Susan E. Reed, CPA, CFP

Susan is a Partner with Sax and has more than 20 years of accounting and tax experience focusing on the Healthcare industry. She serves as a Practice Leader of the firm’s Healthcare Industry Services Group. In this role she provides innovative solutions to her healthcare clients, in addition to traditional tax and accounting services. She also acts as an operational consultant for medical and dental practices. Susan’s clients include large regional medical groups, ambulatory surgery centers and medical laboratories.

Susan is a Certified Public Accountant in New Jersey and a Certified Financial Planner (CFP®).

EDUCATION

Bachelor’s degree in Business Administration, Montclair State University

COMMUNITY

Named one of “New Jersey’s Best Women in Business” by NJBIZ magazine
St. Joseph’s Wayne Hospital Foundation board member
Member of AICPA and NJSCPA
Involved in many business organizations
Member of Sax P.O.W.E.R (Professional Organization of Women Empowerment and Results)
Member of Medical Group Management Association and Healthcare Financial Management Association.

> CLOSE BIO

Ralph Heiman, CPA

Ralph has extensive experience in accounting, tax and business advisory services focusing on the healthcare industry and other professional service organizations. Ralph advises his clients in the matters of organizational structure, financing, succession planning, and operational efficiencies.

Designated by the American Institute of Certified Public Accountants as a Personal Financial Specialist (PFS), Ralph helps clients achieve their goals through customized retirement planning, estate planning and risk management strategies. He was instrumental in developing Sax’s Wealth Management Division, which helps individuals accumulate, manage and transfer wealth.

He served as the Managing Partner of Sax for 26 years and continues in his current role as a Senior Advisor.

Ralph is a Certified Public Accountant and a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Ralph is recognized by the AICPA as a Personal Financial Planning Specialist.

EDUCATION

Bachelor’s degree in Accounting, Rutgers University
Master’s degree in Business Administration, Rutgers University Graduate School

> CLOSE BIO

Todd W. Polyniak, CPA

Todd joined Sax in 2000 and has more than 30 years of in depth auditing and accounting experience. As the director of the firm’s Not-for-Profit Service Group, he provides the leadership, passion and vision to empower a dedicated team of professionals within the firm who are highly proficient in providing audit, tax and consulting services to a wide array of Not-for-Profit organizations. Besides providing the highest quality compliance services that Not-for-Profit’s need, Todd also has a passion to bring value to every relationship in order to help Not-for-Profit organizations to actualize their overall potential.

Todd also is the innovator of “Fist to Five Enterprises” which is focused on providing cutting edge consulting services to the Not-for-Profit community. In connection with this, Todd has hosted for the past six years “Fist to Five Events” both in New Jersey and New York. The “Fist to Five Events” has been highly successful in bringing together experts who have presented creative, informational and thought provoking topics to an audience of Not-for-Profits leaders, trustees, service providers and other stakeholders.

Todd has presented over 70 educational programs to professionals and to the public. He has lectured on various accounting and auditing matters for organizations such as Fairleigh Dickinson University, Montclair State University, the Center for Non-Profits, the New Jersey Society of Certified Public Accountants’ Continuing Education Program, the State of New Jersey Department of Human Services, and New Jersey Department of Education. In addition, Todd is actively involved in the training and education of clients and staff on the new auditing standards put forth by the Auditing Standards Board (ASB).

Todd is a Certified Public Accountant in both New Jersey and New York.

EDUCATION

Bachelor’s degree in Accounting, Rutgers University (Rutgers Scholar)

COMMUNITY

Innovator of “Fist to Five”
Serves as Director on a number of not-for-profit boards
Finance and Audit Committee of East Orange General Hospital
Former Treasurer of the Mental Health Association of Essex County

> CLOSE BIO