Advisors
Joseph Shannon, CPA/ABV, CVA, CFE
Partner
Contact
Clifton, NJ
973.472.6250
[email protected]
Expertise
Real Estate
Valuation, Forensic & Litigation
> SEE BIO
Joseph Shannon, CPA/ABV, CVA, CFE
Joseph is a Partner with Sax. He has over 25 years of experience in public ac¬counting, serving a variety of business and tax clients in various industries. He also focuses on the complex areas of business valuation and litigation support, and has played a critical role in more than 100 business valuations in areas including manufacturing and distribution, healthcare, professional services, retail sales, real estate, limited partnerships, family limited partnerships and construction.
His expertise helps clients resolve conflicts in matrimonial matters, fraud and embezzlement, shareholder disputes and forensic accounting. He is accredited by the American Institute of Certified Public Accountants and the National Association of Certified Valuation Analysts in business valuation.
PROFESSIONAL EXPERIENCE
- Bachelor degree in Business Administration/Accounting, Bryant College
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Stuart Berger, CPA
Stuart Berger is a Partner at Sax and the founder of the firm’s Real Estate Industry Services Group. For more than 30 years, he has provided industry-specific tax and advisory services, with a special emphasis on helping family-owned businesses realize their full profit potential and maximize tax benefits.
Family owners and investors rely on Stuart’s real estate industry knowledge and experience to guide them to success in all other areas of their businesses as well, including acquisitions, succession planning, strategic planning and wealth preservation. Stuart’s expertise ranges from tax planning, assurance and attestation services to opportunity funds and low-income housing credit.
Stuart is a Certified Public Accountant in New Jersey. He currently serves on the Sax Executive Committee and Compensation Committee and is a past managing partner of the firm.
EDUCATION
- Bachelor’s degree in Accounting, Syracuse University
COMMUNITY
- Member of the New Jersey Apartment Association
- Member of the Garden State Credit Associates
- Member of the Metropolitan Builders and Contractors Association of New Jersey
- Board member of the Builders and Remodelers Association of Northern New Jersey
- Member of Industrial and Office Real Estate Brokers Association of New Jersey
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Kevin J. Hansen, CPA
Kevin J. Hansen has over 30 years of public accounting experience and joined Sax when it combined with the Hunter Group out of Fair Lawn, NJ in 2017. There, Kevin was a Co-Managing Partner of the firm and is now Partner-in-Charge of that office. Kevin has extensive experience with real estate, retail, medical services, legal services, and wholesale distribution industries. He is a member of the firm’s Real Estate Industry Services Group and focuses on real property management and advisory services for closely-held businesses. Kevin specializes in planning, coordinating and supervising accounting and auditing services for business clients, as well as tax services for corporations, partnerships and individuals.
Kevin is a Certified Public Accountant in New Jersey.
EDUCATION
- Bachelor’s degree in Accounting, Fairleigh Dickinson University
- Life/Health Insurance Producer’s License in New Jersey
- Series 7 and 66 Securities Registrations
COMMUNITY
- Member, American Institute of Certified Public Accountants
- Member, New Jersey Society of Certified Public Accountants
- Member, New Jersey Commercial Real Estate Alliance, (NJCREA)
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George Livanos, CPA
George is a Partner in the Tax Department of Sax, specializing in corporate, partnership and individual income taxation. He joined Sax in 2003 and has more than 25 years of experience, working closely with both publicly and privately held businesses to ensure that they are compliant with the latest tax laws, advising clients on the impact of proposed business transactions, and the potential effects of proposed tax legislation.
George is also the Tax Partner-in-Charge of the firm’s Real Estate Industry Service Group, where he provides tax consulting services to real estate developers, owners and operators. Serving clients in the Financial Services area, including broker-dealers and hedge funds, George is a Certified Public Accountant in both New Jersey and New York.
EDUCATION
- Bachelor’s degree in Accounting, Fairleigh Dickinson University
- Master’s degree in Taxation, Fairleigh Dickinson University
COMMUNITY
- Member of the Education Committee of the New Jersey chapter of NAIOP
- Treasurer for the New Jersey Solar Energy Coalition
- Treasurer for SUNPAC
- Member of the New York and New Jersey State Societies of Certified Public Accountants
- Certified Public Accountant in both New Jersey and New York
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Michael A. Mongelli, CPA
Michael has been a Partner at Sax since 1979. His practice concentrates in the accounting and tax aspects of real estate transactions and ownership. Michael is the practice leader of the firm’s Real Estate Industry Service Group. He provides services and advises organizations in the real estate industry including developers, lessors, and other property owners. Michael’s practice encompasses over 30 years of experience in the accounting and tax aspects of real estate in the residential, commercial, retail, industrial, hospitality, and co-op and condominium sectors. His industry experience is diverse and in addition to real estate, includes nursing homes, assisted living, professional services, and consulting firms.
He is a Certified Public Accountant in New Jersey and New York.
When not working, Michael enjoys spending time with his family at the Jersey shore. He resides in Montville, New Jersey with his wife Lori and two children Simone and Daniel.
EDUCATION
- Bachelor’s degree in Accounting, William Paterson University
COMMUNITY
- Member of the American Institute of Certified Public Accountants
- Member of the New Jersey Society of Certified Public Accountants
- Member of NAIOP (National Association of Industrial and Office Properties)
- Member of the New Jersey Apartment Association
- Member of the New Jersey Builders Association and the North Jersey Builders and Remodelers Association
- Former Board Member Montville Educational Foundation
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Frank Pawlowski, CPA
Frank Pawlowski joined Sax after the 2017 acquisition of Hunter Group LLC where he led as Co-Managing Director. Frank specializes in the accounting, auditing and advisory needs of the firm’s closely-held and family business clients.
Frank is a Certified Public Accountant in New York and New Jersey.
EDUCATION
- Bachelor of Business Administration in Public Accounting, Pace University
COMMUNITY
- Member, Former President, Haledon Rotary Club
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Jeffrey P. Roude, CPA
Partner
Contact
New York, NY
212.661.8640
[email protected]
Expertise
Real Estate
Manufacturing & Distribution
> SEE BIO
Jeffrey P. Roude, CPA
Jeff joined Sax in 2006 and has more than 25 years of public accounting experience. His extensive real estate auditing background includes Common Interest Realty Engagements for cooperative housing corporations and condominium associations, as well as residential and commercial properties. Additional experience includes the hospitality and hotel industry, manufacturing and distribution, not-for-profit companies and private foundations.
Jeff has also been involved with Sax’s auditing services to several New York State fire districts and governmental agencies, and has experience with the New York State Supreme Court and Surrogate Court accountings for guardianships.
Jeff is a Certified Public Accountant in the state of New York. A resident of Westchester County, New York, he enjoys golf, softball and travel.
EDUCATION
- Bachelor of Science degree, State University of New York at Binghamton
COMMUNITY
- Member of the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants
- Provides pro bono accounting services to several local not-for-profit organizations
- Volunteer with Chappaqua Youth Soccer Club
- Volunteer with New Castle Youth Basketball Association
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