Tax Compliance & Planning

Sax knows Tax. Whether individual, corporate, partnership, gift, estate, sales, state or local – our tax expertise has benefited clients for over 65 years.

For planning to be effective, it must be conducted throughout the year, not just at year-end. We believe that filing a tax return is a “non-event” – merely a reflection of the planning that was done throughout the year. There should be no surprises when it comes time to file tax returns.

Regulations and requirements are constantly changing, and we must be mindful of tax consequences.  Sax advisors are ahead of it all, and believe knowledge and communication is the key to a healthy and productive partnership.

New Jersey Transfer Pricing Initiative

On June 16, 2022, New Jersey announced a voluntary initiative that set out to provide…

California Nonresidents: Beware if Selling Partnership Interests

On July 14, 2022, California released Legal Ruling 2022-02 that now recharacterizes the gain resulting…

The Inflation Reduction Act of 2022

On Wednesday, July 27, members of the Senate released a draft of the Inflation Reduction…

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