SAX

This Thanksgiving, we’re grateful for our incredible clients, colleagues, and community. May your day be filled with family, friends, and all the joy this holiday brings!

SAX is thrilled to announce the arrival of our 2024 class of associates to the firm! We are excited to integrate these talented individuals into our team, where they will have the opportunity to grow, learn, and contribute to our ongoing success. Welcome aboard!

In case you missed it, watch the Q4 Tax with SAX Update, where our speakers discussed: -Corporate Transparency Act filing obligations, who is required to report, and the penalties for non-compliance -Year-end planning ideas keeping the expiring provisions of the Tax Cuts and Jobs Act (TCJA) in mind -State and local tax key considerations for businesses operating in multiple states -Tax proposals from the Trump Administration and how they may affect taxpayers -Planning for possible reduction of the estate tax exemption from $13.99 million in 2025 to around $5 million in 2026

SAX's Construction Niche hosted its annual Industry Update at the scenic Trump National Golf Club in Bedminster, New Jersey. The event kicked off with opening remarks from Partner and Head of SAX's Construction Practice Ermal Luzaj, setting the stage for a dynamic discussion by our esteemed panel. Our panelists shared valuable insights on the current industry landscape and explored potential post-election impacts on the construction sector. We thank our panelists for their time and expertise, helping us equip attendees with the knowledge they need to stay ahead in this dynamic industry. - Michael Curry, Construction Partner at SAX - Jason Meister, Insurance Specialist at Hotaling Insurance Services - Rob Harms, CEO and President of George Harms Construction Co., Inc. - Richard Butkus, President and Managing Partner of Control Point Associates, Inc.

As we now know the winner of this year's election, you may have questions on what's to come in 2025. Join SAX's tax experts Shivani Jain, CPA,MST, Samantha Guis, CPA, MST, Marne W. B., Michael Penberg, Alison Iavarone, CFE, CPA, CGMA, and Shmuel Kalfa as they cover: -Corporate Transparency Act filing obligations, who is required to report, and the penalties for non-compliance -Year-end planning ideas keeping the expiring provisions of the Tax Cuts and Jobs Act (TCJA) in mind -State and local tax key considerations for businesses operating in multiple states -Tax proposals from the Trump Administration and how they may affect taxpayers -Planning for possible reduction of the estate tax exemption from $13.99 million in 2025 to around $5 million in 2026 Secure your spot today by registering at the link below.

????This Veterans Day, we extend our deepest gratitude to all the brave men and women who have served in our nation’s armed forces. Thank you for your service, your commitment, and the many sacrifices you've made for our country. We honor you today and every day.????

Our annual Real Estate Industry Update was a great success thanks to its incredible keynote speaker, David Stubbs from Blackstone. Dr. Stubbs covered the short and long-term outlook for the real estate sector, key trends shaping the industry, and perspectives on the post-election landscape. Thank you to everyone who attended this valuable event!

As we quickly approach our Construction Industry Update, we'd like to thank BankUnited for being the event's Presenting Sponsor. There is still time to register! Secure your spot now: https://hubs.li/Q02W-0t-0.

Significant changes will impact Medicaid and Children’s Health Insurance Program (CHIP) billing for mental and behavioral health services effective January 1, 2025. Register for our webinar on December 3 at 10 AM EST to keep you and your organization ahead using the link below. Our panelists include: - Debbie Nappi, Healthcare Niche Leader at SAX - Grace Mack, Healthcare Attorney at Wilentz, Goldman & Spitzer, P.A. - Nicholas Melchiorre, Founder of Tristate Health MSO - Rikin M., Co-Founder of Licentiam, Inc. - Wiks Moffat, Director of Empower HCP

The SAX Consumer and Industrial Products Conference delivered a day packed with valuable insights, networking opportunities, and actionable strategies to elevate your business to the next level. ?? Peyton Bowman, John Cosgrove, Nilay Parikh, and Joshua Chananie, CPA kicked the day off with an update on the current status of the Consumer Products Industry. ? Chad L. Reyes dove into some leadership strategies, focusing on leveraging IQ, EQ, and AQ in changing landscapes. ?? Nicholas Jones gave an update on the economy. ?? Rob Owen and Leon Grassi discussed maximizing potential & capabilities with technology. ?? Jerome Fusco, Mike Evans, Scott Baumer, CPA, and H. Glenn Tucker closed out the event talking about strategies for transitioning your business.