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Search Results - Sax

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Showing 1 to 25 of 52 Articles matching 'Sax' in related articles.
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1. Sax LLP Subsidiary, Sax Wealth Advisors (SWA) Acquires The GM Financial Group
March 29, 2018

Clifton-based wealth management firm, Sax Wealth Advisors (SWA), has acquired another New Jersey wealth management firm, The GM Financial Group, LLC. The addition of The GM Financial Group's approximately $140 million of assets under management (AUM) brought Sax Wealth Advisors to $875 million of assets under management and $160 million of assets under advisement through 401(k) plans for over $1 billion in collective assets under management. Sax LLP has announced the acquisition of Pennington-based The GM Financial Group, LLC by its subsidiary Sax Wealth Advisors (SWA). According to a st... (read more)

Author: John Doe

2. Sax LLP Presents First $15,000 Founder's Award to Not-For-Profit Organization that Best Demonstrate
March 18, 2018

As indicated on its website late last year, Sax LLP opened an application process up to identify one not-for-profit organization in the New Jersey/NYC metro area who best demonstrated efforts towards sustainability. The winner was announced during the firm’s Founder’s Award celebration on January 25, 2018 at The Chart House in Weehawken, NJ. Imagine: A Center for Coping with Loss was selected out of 187 application submissions from other not-for-profit organizations to receive the unrestricted cash award of $15,000. The grant will support their mission of providing free year-round peer s... (read more)

Author: John Doe

3. Sax Wealth Advisors (SWA) Announces Its Acquisition of The GM Financial Group
February 04, 2018

Clifton, NJ - Sax Wealth Advisors (SWA), a division of Sax LLP , recently made an announcement concerning its acquisition of The GM Financial Group, an acquisition which brings the total value of assets under its management to over one billion dollars. According to SWA, The GM Financial Group held approximately $140 million of assets under its management. Regarding the merger, SWA was quoted as saying, “The combined fee-only firm will continue their mutual tradition of academic, research-based investment philosophy and client-focused approach to the accumulation and preservation of weal... (read more)

Author: John Doe

4. Sax LLP Announces Write Up in NJCPA Magazine
January 28, 2018

Clifton, NJ - Sax LLP, a tax, accounting and advisory firm based in New Jersey, recently shared that Shivani Jain, the company’s Partner and Tax Leader, was featured in an article for the latest issue of NJCPA Magazine. The company stated that the magazine is the official magazine for the New Jersey Society of CPAs. The company went on to state that the article is entitled “Tax Season – A Different Kind of Boot Camp.” According to Sax LLP , the article, written by NJCPA Magazine’s content editor Kathleen Hoffhelder, examines ways that CPAs deal with the hectic tax season. Sax LLP announ... (read more)

Author: John Doe

5. Sax LLP Shares its 2017 Year-End Focus Newsletter
January 10, 2018

Clifton, NJ - The 2017 Year-End Sax Focus Newsletter is currently available on the company's website . In the year-end issue of the publication, Sax’s expert team members provide guidance and necessary information regarding hot topics in the construction, healthcare, manufacturing & distribution, tax, not-for-profit, real estate and wealth management industries. Titled Direction That Moves You Forward, this year-end issue features a total of seven insightful articles from eight Sax experts. In the first article, Ermal Luzaj (CPA, MBA), advises construction contractors on how to maximize... (read more)

Author: John Doe

6. Sax LLP Merges With Hunter Group LLC and Enhances Business Operations In New Jersey
December 20, 2017

Clifton, NJ - Clifton-based accounting, tax and advisory firm Sax LLP has merged with Hunter Group LLC of Fair Lawn, NJ. Following this addition, Sax will now be able to strengthen its foothold in New Jersey and enhance its business expertise as a whole. According to an announcement by Sax LLP , they have merged with another New Jersey firm, Hunter Group CPA LLC based in Fair Lawn, NJ effective November 1, 2017. This means the combined company will now extend its regional reach in the state. Sax will also enhance its service delivery due to the additional expertise brought in by Hunter ... (read more)

Author: John Doe

7. Sax LLP To Reward The Most Sustainable Not-For-Profit Organization With A $15,000 Unrestricted Gift
December 13, 2017

Clifton, NJ - Sax LLP, a multi-disciplinary accounting, tax and advisory firm operating in New Jersey and New York, has always advocated for the financial sustainability in the not-for-profit sector through its Fist to Five empowerment process. The self professed "champion of not-for-profits" has decided to incentivize key stakeholders with a $15,000 gift to be given to a not-for-profit that best demonstrates efforts towards sustainability in January of 2018 during The Founder’s Award event. Sax developed and introduced its Fist to Five program to promote sustainability among not-for-pr... (read more)

Author: John Doe

8. Sax LLP Announces Cybersecurity Update For September 20th
October 03, 2017

Sax LLP, a prestigious accounting, tax, and advisory firm based in Clifton, NJ, has recently announced that it will be providing an update on cybersecurity. Sax LLP stated that the update will take place at 8:00 a.m. on September 20th, ending at 10:30 a.m. The company stated that the briefing will be held at the Sax office, which is located at 855 Valley Rd., Floor 3, Clifton, NJ, 07013. Sax LLP went on to state that the cybersecurity update is being held in response to recent cyber-attacks and threats across the United States which have received significant news coverage lately. Sax LL... (read more)

Author: John Doe

9. Sax LLP Publishes Explanation Of New Construction Industry Financial Standards
August 26, 2017

Sax LLP, a multi-disciplinary accounting firm serving both individuals and organizations from its offices in New Jersey and New York City, has published information to its website, which is listed below, relevant to businesses in the construction industry. The construction industry update from Sax LLP explains several new financial standards that may affect construction businesses in the New York/New Jersey area. A primary focus of the explanatory article is how industry-specific software can help these construction companies adapt to the ever-changing regulations. Sax’s information ... (read more)

Author: John Doe

10. Sax LLP Notes Payroll Changes In New York City, New York State And Philadelphia
August 14, 2017

Industry-leading accounting, tax and advisory firm Sax LLP has published information that details and explains recent payroll tax rate changes in New York City, New York State and Philadelphia that went into effect recently, on July 1. Sax maintains offices in both New York City and New Jersey, works with a variety of organizations in a wide-range of industries in the tri-state area and frequently publishes industry specific news and updates on its website, which is listed below. The information from Sax LLP describes each of the recent payroll tax changes in detail, beginning with a wi... (read more)

Author: John Doe

11. Sax LLP Offers Proprietary Services For Not-For-Profit Organizations
July 13, 2017

Sax LLP, a leading multi-disciplinary, accounting, tax and advisory firm with offices in New Jersey and New York, has published a description of its proprietary Fist to Five® events and assessments aimed at achieving success for the firm’s clients in the not-for-profit sector. “Not-for profits today face more scrutiny, financial challenges, compliance requirements and demands for outcomes than ever before,” writes Sax. “They need a partner who not only understands the not-for-profit landscape, but also offers actionable advice for nonprofit leaders to fulfill their vision and fiduciary ... (read more)

Author: John Doe

12. Sax LLP Adds Family Office Expertise To Expanding Suite Of Client Solutions
June 16, 2017

Accounting, tax and advisory leader Sax LLP has announced the addition of a Family Office Practice to their Clifton, NJ headquarters that will add meaningful value for their high-net-worth clients. The team of professionals, formerly HMK Associates of Morristown, NJ, brings decades of specialized and dedicated family office experience to the firm. “Partnering with Sax has exposed our team and clients to an even wider range of resources and expertise,” said Debra Kass, founding partner of HMK Associates, which served high-net-worth families for more than 15 years. “We are now able to inc... (read more)

Author: John Doe

13. Upcoming Seminar At Sax LLP Will Discuss Millennials In The Workplace
June 13, 2017

Sax LLP, an industry-leading, multi-disciplinary accounting, tax and advisory firm, has announced an upcoming conference at the firm’s New Jersey headquarters in Clifton that will focus on the topic of the millennial generation in the workplace. The talk, which will take place on June 21, will be the latest installment of Sax’s CFO Focus seminar series, a discussion-based continuing education program for financial leaders and professionals. The June 21st presentation is titled “Clash of Cultures: Leading and Valuing Millennials” and will be given by Michele Brown, Talent Management Cons... (read more)

Author: John Doe

14. Musical Adventures in Estrella (or The Music Man of CantaMia)
May 15, 2017

Our newly formed musical ensemble does not have 76 trombones; heck, we don’t even have one, but despair not, music lovers, I’m working on it. The rhythm section (keyboard, bass, drums, guitar) is pretty good, and the horn section (alto sax, trumpet) is coming on strong. Our vocalists are working hard as well. I’m optimistic. Check back with me in two months. But I’m getting ahead of myself… The Estrella Mountains are located in Goodyear, Arizona about 30 miles west of Phoenix. After ascending into these so-called mountains, via Estrella Parkway, and driving to the very end, one discovers ... (read more)

Author: Gene Myers

15. Accounting Firm Breaks Industry Norms To Enable Employee's Charitable Efforts
May 13, 2017

In an industry known for strict regulations, business formal dress codes and face-to-face client service, accounting firm Sax LLP broke all the rules this tax season when it allowed senior tax associate Mathew Giordano to grow his hair out for Locks of Love, a non-profit organization that provides hairpieces to economically disadvantaged children experiencing medical hair loss. A Woodland Park resident and Clifton native, Giordano and his wife began growing out their hair together a year and a half ago. By the time this year’s tax season rolled around, it was well past his shoulders, an... (read more)

Author: John Doe

16. Upcoming Sax LLP Seminar Will Address Business-Related Foreign Currency Issues
April 27, 2017

Accounting, tax and advisory firm Sax LLP, a financial services industry leader with offices in New Jersey and New York City, will host a May 17th seminar at their Clifton, New Jersey office on business strategies related to foreign currency transactions. The upcoming event is the next installment of Sax’s ongoing CFO Focus seminar series, a discussion-based continuing education program in which the firm selects and invites subject-matter experts to speak on timely financial issues and provide actionable business advice. Mid-May’s CFO Focus discussion, titled “Managing Foreign Curre... (read more)

Author: John Doe

17. Partner At Sax LLP Presents At New Jersey Manufacturing Industry Conference
April 10, 2017

Kathleen Alexander, CPA, MST, CFE, a partner at financial services firm Sax LLP, recently served as a panelist at “The State of the State of Manufacturing 2017,” a manufacturing industry conference held annually by the New Jersey Manufacturing Extension Program, Inc. (NJMEP). Ms. Alexander’s presentation, given on Friday, March 31, 2017, focused on the topic of taxation and fees relevant to the manufacturing sector and was informed by her 18 years of experience working with New Jersey manufacturers to meet their financial and regulatory objectives. The conference panel, which took place... (read more)

Author: John Doe

18. Sax LLP Releases 2016-2017 Year In Review
March 22, 2017

Sax LLP has released its 2016-2017 Year in Review, highlighting the firm’s 60th Anniversary, new service offerings, community impact and plans for the continued growth and success of the firm, its clients and its people. Sax is a multi-disciplinary accounting, tax and advisory firm that provides industry-specific solutions for business sectors across the tri-state area. The Year in Review is available in full on Sax’s website at . It begins with a message from Managing Partner Joseph Damiano, who notes that the y... (read more)

Author: John Doe

19. Sax LLP Alerts Government Contractors To Upcoming Pay-To-Play Deadline
March 10, 2017

Leading accounting, tax and advisory firm Sax LLP has provided information on its website regarding an important upcoming financial disclosure deadline in the state of New Jersey. The deadline is relevant for all New Jersey government contractors, who, by March 30, 2017, must submit their annual disclosure reports in accordance with the state’s pay-to-play law requirements. Government contractors failing to meet the strict compliance requirements are subject to penalties ranging from fines to an up to four year disqualification from government contracts. The financial services firm, whi... (read more)

Author: John Doe

20. Sax LLP Will Host Its Next CFO Focus Seminar In April
March 02, 2017

Sax LLP, an accounting, tax and advisory firm with offices in New York and New Jersey, will host the next installment of their ongoing CFO Focus seminar series on April 19. The seminar, titled “Are You Running Your Business…Or is Your Business Running You?” will take place at the firm’s New Jersey offices. The seminar will be of interest to any business leader or leadership staff member looking to gain practical advice that can be quickly implemented to realize sustainable results and growth Jaime Robertson-Lavalle, Founder and Managing Director of Zermatt Dusk LLC, will present the Apr... (read more)

Author: John Doe

21. Sax LLP Offers Overview Of 2017 Payroll Tax Rate Updates
February 03, 2017

Sax LLP, a leading accounting, tax and advisory firm, has provided the general public with an overview of important changes in payroll tax rates. The firm posted the information to the Tax Update section of its website, on which it frequently announces updates and changes to tax policy. Sax begins their announcement of payroll tax rate updates by acknowledging their importance to companies. An awareness and understanding of these updated tax rates is necessary, according to Sax, in order to effectively calculate 2017 company and employee payroll taxes and to fulfill all compliance requi... (read more)

Author: John Doe

22. Sax LLP Marks New Year with Strategic Addition to Partner Group
January 18, 2017

Accounting, tax and advisory leader Sax LLP has announced the promotion of Marqus White, CPA, to the position of Partner. White, an 11-year veteran of the firm, assumed his new role effective January 1, 2017. Formerly the director in charge of electronic tax filing and tax software implementation, White has led the development of policies and procedures that govern the firm’s use of technology and other resources for tax planning and compliance purposes. He is also instrumental in conducting tax-related training and education programs for the firm’s two offices in Clifton, N.J. and New ... (read more)

Author: John Doe

23. Sax Cautions Employers Filing 1099s To Review Compliance Procedures
January 03, 2017

The accounting and financial services firm Sax LLP has posted information to its website advising employers to review all compliance procedures related to filing 1099 tax forms. The update, posted by Sax LLP in the Tax Updates section of their website, acknowledges that no significant changes to the 1099 filing requirements were made over the course of 2016 outside of a change in their due dates. 1099s, according to the posting, must be issued to the recipient employee by January 31, 2017. Another form, Form 1096, must be submitted along with Form 1099 to the Department of the Treasury ... (read more)

Author: John Doe

24. Sax LLP To Host 401(k) Focus Event
December 27, 2016

Sax LLP, a multi-disciplinary accounting, tax and financial services firm with offices in New York and New Jersey, will host an upcoming event focusing on 401(k) information. The event will be held on January 18, 2017 as part of Sax LLP’s CFO Focus seminar series, monthly events that provide business advice to CFOs and other financial managers. The 401(K) information event will be led by Jennifer Moroz, the head of Sax LLP’s Employee Benefit Plan group. She will focus the event’s discussion on areas relevant to 401(k) plan preparation for the new year. Among the areas the discussion... (read more)

Author: John Doe

25. Sax LLP Delivers Expanded Financial Service Offerings Through Expert Wealth Management Division
December 12, 2016

Sax LLP, an accounting, tax and advisory firm based out of locations in Clifton, NJ and New York, NY, has detailed the variety of wealth management services they are able to provide to their clients. A more thorough and comprehensive outline of these services is available on the company’s website, listed in the contact information below, under the heading “Wealth Management Services.” To begin their description of the company’s wealth management services, Sax LLP explains that they maintain a select group of employees, termed Sax Wealth Advisors, who are specially trained and suited to ... (read more)

Author: John Doe

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