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
• Member of Commerce and Industry Association of New Jersey
• Member of the New Jersey Food Council
• Named one of NJBIZ’s Best Fifty Women in Business in 2013

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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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Marc Blumenthal, CPA

Marc Blumenthal was a Partner at Sax for more than 35 years before transitioning into his current role as Senior Advisor. Over the years, he has served as a member of the firm’s Executive Committee, head of the Tax Department, Partner in Charge of Marketing and Business Development, and founder of the Financial Managers Forum. Marc currently leads the partner development and succession planning efforts at the firm.

Marc specializes in tax and advisory services for closely held businesses and has extensive experience consulting business owners in the areas of strategic planning, succession planning and sales and acquisitions.

Marc frequently speaks about a variety of management consulting topics to local business and community groups and has been published numerous times. Marc is a Certified Public Accountant in New Jersey and a member of New Jersey Society of Certified Public Accountants and American Institute of Certified Public Accountants. He is also an active member of numerous business, trade and professional organizations.

Marc is the founder of the firm’s Financial Managers Forum (now CFO Focus), a peer-to-peer professional development and networking group focused on the critical business issues for Chief Financial Officers and other financial managers.

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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

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W. Michael Curry, CPA, CCIFP

Michael Curry, CPA, CCIFP joined Sax in 2015 as a Partner in the firm’s rapidly growing Construction Industry Service Group providing accounting, auditing, tax, and advisory services that meet the unique needs and challenges of the construction industry. He has over 20 years of experience servicing CM’s; general contractors including civil, interior, heavy highway, and site work contractors; subcontracting trades; and construction equipment and leasing companies.

Michael’s expertise includes audit, review, compilation and tax accounting and advisory services to the firm’s construction clients as well as consulting and presenting on such topics as: best practices in auditing and preparing construction financial statements, construction accounting, analyzing financial statements, business management, cash flow management, detecting construction fraud, and fiscal and integrity monitoring.

Michael is a Certified Public Accountant in New Jersey and New York.

Michael is a life-long resident of Atlantic Highlands, NJ where he donates his time as a little league coach and volunteer, presently as an appointed member of the Atlantic Highlands Environmental Commission.

EDUCATION

• Bachelor’s degree in Accounting, The College of New Jersey
• Certified Construction Industry Financial Professional

COMMUNITY

• Member of the Board of Directors and 2015-2017 President of the Construction Financial Management Association of New Jersey
• Member of the Construction Financial Management Association of New York City
• Member of the New York City Surety Association and the Surety Association of New Jersey
• Member of the Utility and Transportation Contractors Association
• Member of the New Jersey Subcontractors Association
• Member of the New Jersey Society of Certified Public Accountants (NJSCPA) and the American Institute of Certified Public Accountants (AICPA)
• Member of the Institute for Certified Construction Industry Financial Professionals (ICCIFP)

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Joseph A. Damiano, CPA

Joseph joined Sax in 1995 and was appointed Managing Partner in 2015. He is responsible for leading Sax’s strategic growth initiatives, staff development and overall management of the firm. Joseph has 20 years of experience in accounting, auditing and tax services, most recently serving as Partner-in-Charge of the Sax Construction Industry Service group. In this role, he specialized in helping general, heavy-highway and specialty-trade contractors build more profitable and valuable companies.

Joseph also serves on the Sax Compensation Committee and Executive Committee. He is a past President and current member of the New York City Surety Association and an active member and supporter of the following associations:

• American Institute of Certified Public Accountants (AICPA)
• New Jersey Society of Certified Public Accountants (NJCPA)
• Garden State Credit Associates (GSCA)
• Construction Financial Management Association (CFMA)
• Utility and Transportation Contractors Association (UTCA)
• Surety Association of New Jersey (SANJ)
• American Subcontractors Association of New Jersey (ASANJ)

EDUCATION

• Bachelor’s degree in Accounting, Iona College

Joseph is a Certified Public Accountant in New Jersey. A resident of Warren Township, he enjoys spending time with his family, playing golf, and is an avid Yankees fan.

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Howard Ehrlich, CPA

Howard is a trusted Senior Advisor to high-net-worth individuals and a wide variety of businesses. He has more than 30 years of accounting experience working with clients in the financial services arena, real estate, healthcare and distribution. His areas of expertise include preparing and counseling clients on cash flow analysis, budgeting and forecasting; developing business plans; creating operations analysis, including organization charts and job descriptions; and guiding clients on wealth preservation and utilizing transition techniques.

Howard is a Certified Public Accountant in New Jersey and a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

EDUCATION

• Bachelor’s degree, Rutgers University

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Henry Fuentes, MBA, CPA/ABV, CFE

Hank is a Senior Advisor and Director of Litigation Support Services and Business Valuation at Sax. He joined Sax in 1996 and has more than 40 years of experience in the accounting field, including significant business valuation experience in a variety of industries and engagements. His litigation support knowledge expands to commercial damages, fraud and embezzlement, accountants’ legal liability and forensic accounting among others. He is a Certified Fraud Examiner (CFE) and Accredited in Business Valuation (ABV).

Some of his notable speaking engagements have included the National Law Foundation, NJSCPA and ICLE, as well as several in-house seminars for prestigious accounting and law firms. He is the recipient of the New Jersey Society of CPA’s outstanding educator award.

Hank is a Certified Public Accountant in New Jersey.

EDUCATION

• Bachelor’s degree in Accounting, Seton Hall University
• Master’s degree in Finance, Seton Hall University

COMMUNITY

• Tenured graduate and undergraduate accounting professor at Fairleigh Dickinson University, where he has taught for more than 30 years
• Former Associate Dean in Fairleigh Dickinson University’s College of Business, as well as chair and member of several of the school’s committees
• Former member of the NJSCPA Accounting and Auditing Standards Committee

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Christopher Gaffney, CPA, MST

Christopher is a Tax Partner at Sax and 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. An active member of his parish, Christopher enjoys reading, camping and traveling.

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

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Lawrence M. Gradzki, CPA, JD, LLM

Larry is Director of Business Tax Services at Sax and co-chair of the firm’s Estate and Trust practice. He also concentrates his efforts on tax planning for closely held businesses and high-net-worth individuals. A member of Sax since 1983, he was a tax associate and tax manager before being named Partner in 1992. His areas of expertise include structuring sophisticated tax transactions for clients, including tax deferred exchanges, corporate reorganizations, and sales and acquisitions of businesses.

His depth of expertise is also leveraged within Sax, where he develops the professional staff through a multitude of training and continuing education programs. He frequently speaks at firm events on topics related to taxation, estate planning, and corporation structuring.

Larry 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, for which he has served as a member of the State Tax Committee.

An avid golfer, Larry resides in Morris Township, N.J.

EDUCATION

• Bachelor’s degree in Accounting, Fairleigh Dickinson University
• LLM (Taxation), University of Bridgeport School of Law
• Juris Doctor, Seton Hall University School of Law

COMMUNITY

• Member of the New Jersey Society of Certified Public Accountants State Tax Committee
• Member of the Mount Saint Mary Academy Advancement Council
• Member of the Estate Planning Council of Bergen County
• Past Chairman of the Board for the North Jersey Regional Chamber of Commerce

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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

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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.

Bob is a Certified Public Accountant in New Jersey.

EDUCATION

• Bachelor’s degree in Accounting, Rutgers University

COMMUNITY

• Member of the American Institute of Certified Public Accountants
• Member of the New Jersey Society of Certified Public Accountants
• Member of the Garden State Credit Associates
• Member and former chairman of the New Jersey State Society Bankers Co-Operation Committee

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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 multi-state 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

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Steven Kaplan, CPA

Steven was a Partner at Sax for more than 30 years before transitioning to Senior Advisor. He has more than 40 years as a tax practitioner and is the head of the firm’s Family Tax Services Group, comprised of individual tax, estate and trust tax, transfer taxes, private foundation and estate tax planning. Steve specializes in the development and implementation of sophisticated estate and income tax planning techniques. He oversees and is regularly involved in numerous corporate, individual, fiduciary and estate planning tax matters of varying complexity on behalf of clients.

Steve is both a Certified Public Accountant and an Attorney.

EDUCATION

• Bachelor’s degree in Accounting, Brooklyn College
• Master of Laws degree in Taxation, New York University
• Juris Doctor, Brooklyn Law School

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Hillard Kaufer, CPA, MBA

Hillard has been a Partner with Sax since 1994 and is the Director of Tax Controversy. With more than 35 years of experience, Hillard has developed relationships and established credibility with numerous key decision-makers at all jurisdiction levels of federal, state, and local taxing authorities at the Internal Revenue Service.

His technical knowledge, expertise, and understanding of the IRS’ practices and procedures allow him to navigate his way through a complex government agency, to achieve the best result for his clients.

Hillard’s particular area of expertise is representing clients before the IRS to successfully resolve a conflict or lessen their financial burden, addressing such issues as:

• Tax audits
• Collection problems
• Penalty assessments
• Appeals

He has received numerous recognition awards from the IRS, and was named one of the “Top 50 IRS Representation Practitioners” by CPA Magazine, in 2008.

Hillard is a Certified Public Accountant in New York.

EDUCATION

• Bachelor’s degree in Accounting, Brooklyn College
• Masters of Business Administration degree in Taxation, Long Island University

COMMUNITY

• Member of the New Jersey Society of Certified Public Accountants
• Member of the State and Local Tax Committee
• Member of the Cornell Law School State and Local Tax Study Group
• Member of the Internal Revenue Stakeholder Liaison Practitioner Panel
• Volunteer with the American Diabetes Association

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George Livanos, CPA, MST

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

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Ermal Luzaj, CPA, MBA

Ermal joined Sax in 2002 and has more than a decade of accounting, auditing and financial management experience serving clients in the firm’s Construction and Financial Service Industry Groups. He coordinates and oversees the activities of both teams, including staff training, development of efficiencies, and organizing seminars and discussion groups on latest technical developments and important issues. Ermal speaks frequently at firm and industry-sponsored events on various topics and has also been published in widely-circulated business publications.

His areas of expertise include:

• Assurance, Consulting and Tax Services
• Bonding Capacity and Bank Line Consulting
• Cash Flow and Profitability Improvement

Ermal is a Certified Public Accountant in New Jersey.

EDUCATION

• Bachelor’s degree in Accounting, Montclair State University
• Master’s degree in Finance, Montclair State University

COMMUNITY

• President of the Surety Association of New Jersey (2010-2012) and current member
• Member of the New York City Surety Association
• Member of the Construction Industry of CPAs/Consultants Association
• Member of the Construction Financial Management Association (CFMA)
• Member of the Utility and Transportation Contractors Association (UTCA)
• Member of the American Subcontractors Association of New Jersey, Inc.
• Member of the New Jersey Society of Certified Public Accountants
• Member of the American Institute of Certified Public Accountants
• Member of the Association for Corporate Growth
• Habitat for Humanity volunteer

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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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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’s degree in Accounting, Villanova University

COMMUNITY

• Member of the American Institute of Certified Public Accountants
• Member of AICPA Employee Benefit Plan Audit Quality Center
• Volunteer for Habitat for Humanity
• Volunteer for the American Cancer Society

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Robert Paz, CPA

Bob joined Sax in 1981, became a Partner in 1989 and served as Managing Partner from 2010-2015. As director and leader in the New Jersey and New York construction market, he was instrumental in growing Sax’s Construction Industry Service Group. Bob assists clients with accounting and management issues that are unique to the construction industry, and specializes in developing practical solutions to meet his clients’ desired goals, such as controlling costs, increasing efficiency, productivity and cash flow.

EDUCATION

• Bachelor’s degree in Commerce Accounting, Rider University

COMMUNITY

• Former treasurer of New Jersey Construction Council
• Former President of the Construction Industry CPAs and Consultants Association
• Member of the Construction Finance Management Association (CFMA)
• Member of the Utility and Transportation Contractors Association (UTCA)
• Member of the American Institute of Certified Public Accountants
• Member of the New Jersey Society of Certified Public Accountants
• Volunteer for Habitat for Humanity

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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

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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
• Member of Sax P.O.W.E.R (Professional Organization of Women Empowerment and Results)
• Member of Medical Group Management Association
• Member of Healthcare Financial Management Association

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Jeffrey P. Roude, CPA

A partner at Sax since 2006, Jeff has served in public accounting for more than 30 years. He has extensive experience in audit and accounting services for residential and commercial properties, as well as common interest realty engagements for cooperative housing corporations and condominium associations. Jeff has also advised clients in the hospitality and hotel industry, manufacturers and distributors, not-for-profit organizations, private foundations and governmental entities.

Jeff is a Certified Public Accountant in the states of New York and Connecticut. He is a member of the American Institute of Certified Public Accountants and the New York State Society of CPAs.

EDUCATION

• Bachelor of Science degree, State University of New York at Binghamton

COMMUNITY

• Trustee and Vice Chair of Finance and Administration, Hudson River Museum
• Registered appointment under the New York State Unified Court System, Part 36
• New York State Supreme Court and Surrogate Court accountings for guardianship
• Pro bono accounting services for nonprofit organizations
• Volunteer, Chappaqua Youth Soccer Club
• Volunteer, New Castle Youth Basketball Association

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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.

EDUCATION

• Bachelor degree in Business Administration/Accounting, Bryant College

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Michael Shenker, CPA

Michael is a partner at Sax, and a past managing member of the firm’s financial services affiliate, Sax Wealth Advisors. He brings to his client relationships more than 35 years of experience in investment management, portfolio design, estate and income tax strategies and retirement planning services. A proponent of passive asset class investing, Michael is a frequent speaker on its role in a well-balanced investment portfolio.

Michael received his BA and MBA degrees from Rutgers University and is a Certified Public Accountant. He also holds a Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.

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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

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Marqus White, CPA

Marqus White is a partner in the Sax tax department and leader of tax for the firm’s Not-for-profit Industry Service Group. With more than 20 years of experience, he provides expert tax compliance, planning and advisory services to nonprofit organizations, closely-held businesses and individuals. He frequently addresses not-for-profit boards on regulatory issues, audit findings and tax compliance recommendations.

Marqus oversees the firm’s electronic tax filing procedures and tax software implementation. He leads the development of policies and practices that govern the firm’s use of technology and other resources in the tax department, and is responsible for tax-related training and education programs for staff and clients alike.

EDUCATION

• Bachelor’s Degree in Accounting, Seton Hall University

COMMUNITY

• Member, American Institute of Certified Public Accountants
• Member, New Jersey Society of Certified Public Accountants

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