Nov 16 Sax LLP Expands Trusts & Estates Expertise with Addition of Joy Matak, JD, LLM to Management Team
Parsippany, NJ, November 16, 2020 — Top 100 accounting, tax and business advisory leader, Sax LLP, has announced the addition of Joy Matak, JD, LLM to the firm’s established management team as Partner in the Tax Department and Co-Leader of Trusts & Estates, effective November 1, 2020.
Joy brings over 20 years of diversified experience as a wealth transfer strategist with an extensive background in recommending and implementing advantageous tax strategies for multi-generational wealth families, owners of closely-held businesses, and high-net-worth individuals including complex trust and estate planning.
Joy will lend her expertise to Sax clients by providing wealth transfer strategy planning to accomplish estate planning and business succession goals. She will also perform tax compliance including gift tax, estate tax, and income tax returns for trusts and estates as well as consulting services related to dynastic tax planning, asset protection, life insurance structuring, and post-mortem planning.
“Joy is a strategic addition to our Trusts & Estates Practice and will further strengthen and expand our depth of knowledge and the value we provide to generations of high-net-worth individuals and families,” said Joseph A. Damiano, Sax’s Managing Partner. “Joy is known to be a dedicated and diligent lawyer who is committed to the highest level of client service, making her a great fit for Sax. We know she will be a tremendous asset to our clients and we look forward to witnessing her contributions to the growth of the practice.”
Before joining Sax, Joy was a principal at a Top 20 accounting firm and co-leader in the Trusts and Estates Practice. Early in her career, Joy was a principal in a Virginia-based law firm and also worked in the Trusts and Estates Group of one of the leading commercial law firms in New Jersey.
“I am thrilled to join the robust Tax team at Sax LLP and leverage the firm’s established resources and offerings to provide seamless services to my clients,” said Joy. “Sax’s commitment and reputation for excellence and trusted advisory is very much aligned with my own values, and I look forward to propelling clients forward under the Sax banner with meaningful tax strategies that aid in their success.”
Joy is an active member of the New Jersey State Bar Association and the Estate Planning Council of Northern New Jersey. She received her B.S. in Mathematics, cum laude, from Seton Hall University; her JD, cum laude, from Vermont Law School; and a Master of Laws in Taxation, with distinction, from Georgetown University Law Center.
Joy presents at numerous events on topics relevant to wealth transfer strategists including engagements for the ABA Real Property, Trust and Estate Law Section; Wealth Management Magazine; the Estate Planning Council of Northern New Jersey; and the Society of Financial Service Professionals. Joy has authored and co-authored articles for the Tax Management Estates, Gifts and Trusts (BNA) Journal; Leimberg Information Services, Inc. (LISI); and Estate Planning Review – The CCH Journal, among others, on a variety of topics including wealth transfer strategies, income taxation of trusts and estates, and business succession planning. Joy co-authored a book on the new tax reform law entitled Estate Planning: Estate, Tax and Other Planning after the Tax Cuts and Jobs Act of 2017.
About Sax LLP
Founded in 1956, Sax LLP is a Top 100, multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations, and high-net-worth individuals. With offices in Parsippany, NJ, Pennington, NJ and New York City, NY, Sax has the industry expertise to serve clients in our largest vertical markets. Sax has been ranked among the Top Accounting Firms by INSIDE Public Accounting (IPA), Accounting Today and NJBIZ. For more information, please visit www.saxllp.com.