Advisors
Kathleen Alexander, CPA, MST, CFE
Partner
Contact
Clifton, NJ
973.472.6250
[email protected]
Expertise
Manufacturing & Distribution
> SEE BIO
Thomas J. Cairoli, CPA
Senior Advisor
Contact
Clifton, NJ
973-472-6250
[email protected]
Expertise
Manufacturing & Distribution
> SEE BIO
Robert Hopper, CPA
Bob joined Sax in 1989 and served as a company Partner for the last 20 years. As leader in the firm’s Manufacturing and Distribution Service Group, he provides accounting, tax and consulting services to a wide variety of clients in the manufacturing and distributing industry, among others. Bob specializes in helping business owners grow their businesses and increase efficiencies. Bob has assisted small and medium-sized companies identify critical issues in order to enhance their business and succeed. He also serves as a member of Sax’s Executive Committee.
Robert 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, the Garden State Credit Associates and is a current member and former chairman of the New Jersey State Society Bankers Co-Operation Committee.
EDUCATION
- Bachelor’s degree in Accounting, Rutgers University
> CLOSE BIO
Kathleen Alexander, CPA, MST, CFE
Kathleen joined Sax in 1988 and has been a Partner with the firm for over 18 years, providing accounting, tax planning, and business consulting services to clients across a range of industries. She is a hands-on professional and her clients rely on her strong knowledge of account controls and best practices. Kathleen focuses on establishing good tax strategies to maximize business and personal taxes which provides increased cash flow. Kathleen is activity involved in the firm’s Manufacturing/Distribution Industry Service Group and is also the partner in charge of the firm’s expanding Food and Beverage Industry Service Group. In addition, Kathleen is Director of Technical Training and Continuing Professional Education at the firm, and a Co-Chair of the Women’s Initiative Committee.
Kathleen is a Certified Public Accountant in New Jersey.
EDUCATION
- Bachelor’s degree in Accounting, William Paterson University
- Master’s degree in Taxation, Fairleigh Dickinson University
COMMUNITY
- Member and Past Chairman of the Board of the Tri-County Chamber of Commerce
- Chair of Tri-County Chamber of Commerce’s “Women to Women Celebrating Our Success” initiative
- Member of the Meadowlands Chamber of Commerce
> CLOSE BIO
Thomas J. Cairoli, CPA
Thomas Cairoli is a Senior Advisor at Sax and has over 30 years of diversified experience in public accounting, servicing various industries and clientele in the areas of auditing, taxation, and management consulting services. He is a member of the firm’s Manufacturing & Distribution Practice and specializes in support for U.S. operations and international manufacturers.
Thomas is a Certified Public Accountant in New Jersey.
EDUCATION
- Bachelor’s degree in Accounting, Fairleigh Dickinson University
COMMUNITY
- Member, American Institute of Certified Public Accountants
- Member, New Jersey Society of Certified Public Accountants
> CLOSE BIO
Joshua Chananie, CPA
Partner
Contact
Clifton, NJ
973.472.6250
[email protected]
Expertise
Not-for-Profit
Manufacturing & Distribution
> SEE BIO
Stephen J. Ehrenberg, CPA, MBT
Partner
Contact
New York, NY
212.661.8640
[email protected]
Expertise
Manufacturing & Distribution
> SEE BIO
Adam Feldman, CPA
Partner
Contact
Clifton, NJ
973.472.6250
[email protected]
Expertise
Construction
Manufacturing & Distribution
Employee Benefit Plans
> SEE BIO
Joshua Chananie, CPA
Joshua joined Sax in 2003 and has more than ten years of experience. He is dedicated to the firm’s Not-For-Profit Industry Group, where he oversees some of the firm’s largest not-for-profit engagements (social services, religious organizations, and membership organizations), and provides exceptional client service in the area of auditing and consulting services. His abilities to think outside the box and communicate effectively enable him to serve clients proactively.
Joshua has also been a speaker at several not-for-profit events as well as an author of several articles, focusing on a variety of topics affecting the not-for-profit community. He has been an integral part of building the firm’s highly successful “Fist to Five Events” by bringing both passion and ideas to the forefront. In addition, Joshua also spends a portion of his time devoted to the Manufacturing and Distribution Industry Service Group.
In his spare time, Joshua enjoys playing golf, going to the beach, all things football-related and spending time with his family. He resides in Clifton, N.J.
EDUCATION
- Bachelor’s degree in Accounting, SUNY Binghamton University
COMMUNITY
- Member of the NJSCPA Not-for-Profit Interest Group
- Member of Fist to Five Enterprises
- Board treasurer of the Comprehensive Behavioral Healthcare Foundation
- Board member of the Barat Foundation
> CLOSE BIO
Stephen J. Ehrenberg, CPA, MBT
Stephen Ehrenberg was named Partner in 2019 and is a new addition to the next generation of leaders at Sax. Primarily focused on the Manufacturing & Distribution industry, Stephen specializes in helping individuals and businesses make sound tax and financial decisions, providing 19 years of industry expertise in the areas of corporate, pass-through and individual tax compliance and consulting, as well as accounting for income taxes.
Prior to joining Sax LLP, Stephen was a tax partner at BDO USA LLP. Additionally, Stephen has public accounting experience both at the Big 4 and regional firm level.
Stephen is a Certified Public Accountant in California.
EDUCATION
- Bachelor’s Degree in Literature, Sciences & Arts, University of Michigan
- Master’s Degree in Business Taxation, University of Southern California
COMMUNITY
- Member, American Institute of Certified Public Accountants
- Member, New York Society of Certified Public Accountants
> CLOSE BIO
Adam Feldman, CPA
Adam is a Partner with Sax LLP and a member of the firm’s Construction, Manufacturing & Distribution and Financial Services Practices with a focus on advising clients in the key areas essential to their success. Adam also assists with Employee Benefit Plan Audits and oversees audit and compliance procedures for many of the firm’s largest engagements. With almost a decade of experience, Adam specializes in industry-specific audit, review and compilation services.
Within the firm, Adam is charged with managing client relationships and engagements, creating and facilitating various training programs to ensure team members are on top of the evolving industries, and leading and developing younger team members at various staff levels.
EDUCATION
- B.A., Rutgers, University
- MBA, Rutgers University
COMMUNITY
- Member, New Jersey Society of Certified Public Accountants (NJCPA)
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Construction Financial Management Association (CFMA)
> CLOSE BIO
Christopher Gaffney, CPA, MST
Partner
Contact
Clifton, NJ
973.472.6250
[email protected]
Expertise
Manufacturing & Distribution
Tax Department
> SEE BIO
William R. Happe Jr., CPA
Partner
Contact
Clifton, NJ
973.472.6250
[email protected]
Expertise
Construction
Manufacturing & Distribution
> SEE BIO
Shivani Jain, CPA, MST
Partner
Contact
Clifton, NJ
973.472.6250
[email protected]
Expertise
Manufacturing & Distribution
Tax Department
> SEE BIO
Christopher Gaffney, CPA, MST
Christopher is a Partner at Sax and a member of the firm’s Manufacturing and Distribution Industry Service Group. He has more than 20 years of public accounting and tax experience, providing tax consulting, transaction structuring, and tax compliance and planning services to public and privately held companies. His expertise includes structuring taxable and tax-free transactions for large and mid-size companies, analyzing the tax costs and benefits of stock versus asset transactions, researching and consulting on tax issues, reviewing tax provisions and uncertain tax position assessments, and providing tax planning and compliance for multi-state and consolidated corporations and multi-state partnerships.
Christopher is a Certified Public Accountant in New Jersey and a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.
An active member of his parish, Christopher enjoys reading, camping and traveling.
PROFESSIONAL EXPERIENCE
- Rothstein Kass and Co. PC
- PricewaterhouseCoopers LLP
EDUCATION
- Bachelor’s degree in Accounting, Fairleigh Dickinson University
- Master’s degree in Taxation, Fairleigh Dickinson University
COMMUNITY
- Member of the American Institute of Certified Public Accountants
- Member of the New Jersey Society of Certified Public Accountants
> CLOSE BIO
William R. Happe Jr., CPA
Bill Happe was named Partner in 2019 and is a new addition to the next generation of leaders at the firm. Primarily focused on the Construction and Manufacturing & Distribution industries, Bill specializes in industry-specific review, audit and compilation services. Bill also assists with Employee Benefit Plan Audits and oversees audit and compliance procedures for many of the firm’s largest engagements.
Within the firm, Bill is responsible for managing client relationships, supervising staff members and leading internal development initiatives and training programs to ensure the professional growth and industry expertise of team members at various staff levels.
Bill is a Certified Public Accountant in New Jersey.
EDUCATION
- Bachelor’s degree in Accounting, Fairleigh Dickinson University
- Master’s degree in Accounting, Fairleigh Dickinson University
COMMUNITY
- Member, The Surety Association of New Jersey
- Member, The Construction Financial Management Association – NJ Chapter
- Member, The New Jersey Subcontractors Association
- Member, NAIOP New Jersey
> CLOSE BIO
Shivani Jain, CPA, MST
Shivani is a Partner at Sax and Leader of the firm’s tax practice. She has been with Sax since 2004 and specializes in tax planning and compliance for multistate businesses and high-net-worth individuals.
Shivani’s technical competencies and superior client service abilities bring added value to many of the firm’s largest clients, including those with multistate operations and revenues from $10 million to $1 billion. She is an integral member of the firm’s Manufacturing & Distribution Industry Service Group, where she provides industry-specific tax services and oversees client assignments and project scheduling.
Shivani is also instrumental in the firm’s employee development program, conducting CPE training, standardizing tax procedures and communicating tax law updates to staff and clients.
EDUCATION
- Master’s degree in Taxation, Fairleigh Dickinson University
- Bachelor’s degree in Accounting, University of Mumbai
COMMUNITY
- Member of the American Institute of Certified Public Accountants
- Member of the Institute of Chartered Accountants of India
> CLOSE BIO
Elliott H. Koplitz, CPA
Partner
Contact
Clifton, NJ
973-472-6250
[email protected]
Expertise
Manufacturing & Distribution
> SEE BIO
Jennifer L. Moroz, CPA
Partner
Contact
Clifton, NJ
973.472.6250
[email protected]
Expertise
Manufacturing & Distribution
Employee Benefit Plans
> SEE BIO
Albert Traverso, CPA
Partner
Contact
Clifton, NJ
973.472.6250
[email protected]
Expertise
Manufacturing & Distribution
Not-for-Profit
> SEE BIO
Elliott H. Koplitz, CPA
Elliott H. Koplitz is a Partner at Sax and member of the firm’s Manufacturing & Distribution Practice. As an advisor to closely-held businesses, Elliott specializes in serving the unique needs of the firm’s manufacturing, wholesale distribution, real estate and recreational industry clients. He also has experience in handling the needs of international accounting and auditing clients.
Elliott is a Certified Public Accountant in New Jersey.
EDUCATION
- Bachelor’s degree in Accounting, Fairleigh Dickinson University
COMMUNITY
- Member, New Jersey Society of Certified Public Accountants
- Member, American Institute of Certified Public Accountants
> CLOSE BIO
Jennifer L. Moroz, CPA
Jennifer joined Sax in 1997 and has more than 16 years of industry experience. She serves the firm’s Manufacturing and Distribution clients in addition to being the Partner in charge of Employee Benefit Plan audits. She has extensive experience providing accounting and business consulting services to clients in other industry sectors as well. She began her career at Sax as a junior accountant and quickly rose through the company’s ranks as senior accountant, supervisor and manager before being named Partner in 2013.
Jennifer was instrumental in developing the firm’s employee training program, in which she continues to take an active role. Jennifer oversees all training for the employee benefit plan team and ensures that members are informed of regulatory updates and tax laws changes. In addition, when new associates are hired, she is involved in their first month of initial training and helps them acclimate to the firm and their new roles.
Jennifer is a Certified Public Accountant in New York.
A resident of Bardonia, N.Y., she enjoys traveling and spending time with her family.
EDUCATION
- Bachelor of Science degree in Accounting, Villanova University
COMMUNITY
- Volunteer for Habitat for Humanity
- Volunteer for the American Cancer Society
- Member of the American Institute of Certified Public Accountants
- Member of AICPA Employee Benefit Plan Audit Quality Center
> CLOSE BIO
Albert Traverso, CPA
Al Traverso is a Partner in the Manufacturing and Distribution Industry Service Group at Sax. His technical expertise and industry-specific experience help the firm’s M&D clients navigate audits and compliance issues, inventory management, internal controls, cash flow analyses, risk management and tax challenges.
With more than 20 years’ experience in accounting, tax, and consulting services, Al is able to advise clients on financial strategy, improved operational efficiencies, and the development and implementation of succession plans. He also works with the firm’s Not-for-Profit Industry Service Group, managing the accounting needs of health and welfare organizations and schools.
In addition, Al is one of the firm’s leaders in the area of computerized audit techniques. He instructs Sax staff members on Active Data software, a data extraction software program that analyzes trends and client postings to streamline the entire audit process.
Al is a published author and speaker on manufacturing and distribution topics. His past speaking engagements include the New Jersey Manufacturing Extension Program, Inc. (NJMEP), the New Jersey State Bar Association (NJSBA) and the Passaic County EDA. Al is a Certified Public Accountant in New Jersey.
EDUCATION
- Bachelor of Science in Accounting, William Paterson University
> CLOSE BIO
