SAX

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.

As of October 2024, the IRS is ending automatic penalties for late-filed Form 3520’s in relation to foreign gifts and bequests. What does this mean? Check out the full tax alert to learn more about changes effective in 2025 here: https://hubs.li/Q02Wj4Sw0. If you have any questions, feel free to connect with SAX's Senior International Tax Manager, Samantha Guis, CPA, MST.

We invite you to join our Q4 Tax with SAX webinar on November 20, 2024 at 10:00 AM EST, designed to provide insights on the most pressing tax updates, compliance requirements, and strategies for year-end planning. Topics will include discussion on: - 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 of the President-Elect 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 Register for the webinar here: https://hubs.li/Q02W9Gxy0.

On Friday, October 25, SAX's Nonprofit team held an insightful and informative conference. Panels covered a diverse range of topics, from grants and philanthropy to marketing your organization for success. We extend our heartfelt gratitude to our exceptional panelists, whose expertise was instrumental in making this conference unforgettable. - Suzi Epstein, Managing Director, Field Building & Public Benefits, The Robin Hood Foundation - Justin Kiczek, President, F. M. Kirby Foundation, Inc. - Marco Villegas, Vice President / Program Officer, JPMorganChase Foundation - Neddie N., Major Gifts & Legacy Officer, Eva's Village - Jonathan Schwartz, Counsel, Einhorn Barbarito - Jennifer E. Leong, CFP® CIMA®, Partner / Wealth Advisor, Sax Wealth Advisors, LLC - Christine Aromando, Manager of Marketing and Communications, United For ALICE, United Way of Northern New Jersey - Michael Thatcher, President & CEO, Charity Navigator - Marc Mustachio, Manager / Business Development, Kraus Marketing We thank everyone who attended and hope you walked away with strategies to make your nonprofit stand out and rise to new heights!

We want to give a special shout-out to our Exhibitors for SAX's upcoming Consumer & Industrial Products Conference on Friday, November 1! Meet reps from: - New York Jets - JLL - ERA Group - North America - Critical Pay Solutions - Lions Pride Leadership Company - Sax Wealth Advisors, LLC - SAX Technology Advisors -Transparent Energy There's still time to save your spot! Register here: https://hubs.li/Q02VTrqk0.

👟 Making Strides Against Breast Cancer Walk 2024 👟 What a beautiful day to lace up your shoes for a walk in the fight to cure breast cancer! SAX annually raises money for the American Cancer Society's Making Strides Against Breast Cancer initiative. This year, we have crossed the $5,000 finish line—and that number is still growing! Thank you to everyone who has donated, and we look forward to making an even bigger impact next year!

Last week, several of our Partners and friends of the firm attended the NJ Center for Tourette Syndrome’s annual gala at the Bridgewater Marriott. The event aimed to raise funds to support the Center's vital initiatives, including education outreach, youth development programs, family retreat weekends, the leadership academy, and the TS clinic at Rutgers.

Curious about the speakers at our upcoming Consumer & Industrial Products Conference on Friday, November 1st? We've got an impressive lineup of industry experts ready to share their insights! Swipe through to check out the panels and see who's taking the stage. Don't miss out—this is your chance to connect, learn, and stay ahead in the industry. Reserve your spot now by registering here: https://lnkd.in/eMXYTiKH.

We want to give a special shout-out to our Exhibitors, Kraus Marketing and Einhorn Barbarito, for our upcoming Nonprofit Conference on Friday, October 25! Learn more about the event and register here: https://hubs.li/Q02S0lDM0.

Last week, SAX's Construction niche held its annual Client Appreciation event at the Avenue A Club, a unique venue featuring vintage cars and a cigar lounge. It was a wonderful evening, filled with great food and even better company. This event is not just a token of our appreciation but a testament to the importance we place on our client relationships. It highlights our commitment to fostering long-term partnerships and ensuring that our clients feel valued and integral to our success.