APRIL BUZZ 2022

THE BUZZ

MESSAGE FROM JOE DAMIANO

Team, As we are at the end of our busy season, I want to personally thank each and every one of you for all your efforts in getting our work done right for our clients. I wish to extend the firm’s gratitude to your families and support systems for their patience and sacrifices this busy season as well.

With every tax season comes its own unique set of challenges, and this year was no exception. However, having the right team in place during these obstacles makes all the difference, and you – our team – are the main components of our success.

I hope everyone enjoyed the post-busy season Happy Hour and the welldeserved time off.

Again, thank you for your hard work and dedication to Sax and those we serve.

All my best,

HUMAN RESOURCES

Please join us in giving a warm welcome to the newest members of our Sax family.

Tyler Goodspeed, CPA Tax Manager Remote | 04.01.22

Tyler graduated from Colorado State University with a B.A. in Accounting and continued his education in Accounting Taxation at the Metropolitan State University of Denver. He starts as a Tax Manager effective April 1st, 2022.

Fun fact: Before college, Tyler was a personal trainer and enlisted in the Army National Guard.

Grecia Fontanez Client Support Associate-SaxWA Remote | 04.18.22

Cang Vu Tax Associate Remote | 04.01.22

Cang graduated from California State University in Fullerton with a B.A. in Business Administration and Accounting. Effective April 1st, 2022, Cang starts as a Tax Associate for the Sax Team.

Fun fact: Cang's short-term goal is to drive through all the 48 states, and there are only 18 states left to finish.

Corinne Sodano Client Support Associate Parsippany | 04.20.22

Grecia starts as a Client Service Assistant for Sax Wealth Advisors effective April 18th, 2022.

Fun fact: Grecia used to be a flight attendant for JetBlue Airlines.

Corinne graduated from Morris County College with an Associate's in Business Administration. She starts as a Client Support Associate effective April 20th, 2022.

Fun fact: Corinne loves to learn about different cultures, and wants to visit Portugal to see where her ancestors are from.

Julie Press, CPA Tax Manager Remote | 04.21.22

Jessica Dagnenica Senior Tax Manager Remote | 05.02.22

Julie graduated from the University of South Carolina with a degree and Masters in Accounting. She starts as a remote Tax Manager effective April 21st, 2022.

Fun fact: Julie played softball during her years at the University of South Carolina.

Jessica graduated from the University of Rhode Island with a degree in Accounting. She starts as a remote Senior Tax Manager effective May 2nd, 2022.

Fun fact: Jessica is a mom to her 4 year old daughter. The beach is her favorite place to be!

HUMAN RESOURCES

Samantha Puckey Senior Tax Associate Remote | 05.02.22

The following employees are no longer with the firm. We wish them the best in their future endeavors.

Schoenstani Gil Senior Tax Associate | Parsippany | 04.19.22

Samantha graduated from the University of Wisconsin with a B.A. in Accounting and a Masters of Science in Taxation. She starts as a Senior Tax Associate effective May 2nd, 2022.

Fun fact: Samantha can build anything out of Legos!

Sandy Tufaro Client Support Associate | Parsippany | 04.19.22

Hanna Kang Senior Tax Associate Remote | 05.09.22

Hanna starts as a remote Senior Tax Associate effective May 9th, 2022.

Wajia Zaman Tax Manager | Parsippany | 04.20.22 Luke Cornelson A & A Associate | Remote | 04.22.22 Drew Kretz A & A Senior Associate | Remote | 04.26.22 Gianna Coscia Tax Intern | Parsippany | 04.29.22 Alec Marceles Senior A & A Associate | Parsippany | 04.29.22

James Toto Tax Partner Parsippany/Pennington | 05.09.22

James is our newest Tax Partner who joined the firm effective May 9th, 2022. James will be working from both the Parsippany and Pennington Office.

Edward Cooper Senior A & A Associate | Parsippany | 04.29.22

Great Cards John Beckerle deserves a Great Card for excelling on a Consolidated Corp Client - including extensions and handling issues that came up during the process.

Alex Hoff deserves a Great Card for her work on implementing the McEntee Construction 401(k) Plan. This was not an easy lift and she worked with a lot of different parties to make it happen smoothly. The client was very appreciative and wanted to make sure her hard work did not go unnoticed.

Jamie Torres deserves a Great Card for her work with very complex private foundation returns.

Great Cards

Lisa DiNozzi and Michael DeBenedetto deserve Great Cards for being instrumental in meeting the client deadline on a new, unique, and highly complex audit. They both put in the extra effort to ensure the job got done!

FIRM ANNOUNCEMENTS

Congratulations to Kelita Sookhoo on welcoming her baby girl Ember Grace on April 17th. We wish them the best!

Starting this upcoming Friday, April 22nd, the café on the 1st floor will be fully open going forward.

Breakfast and lunch will now be available Monday – Friday.

April Happy Hour

BUSINESS DEVELOPMENT RECENT WINS A/O FEBRUARY 28

NEW CLIENT WINS Spring Holding Corp

ENGAGEMENT TEAM Jerome Fusco

Philly Farm Inc.

Mathew Giordano

Mystic Timber

Mathew Giordano

Auto Glass Fitters, Inc.

Stephen Ehrenberg

Cava & Banko PLLC

Stephen Ehrenberg

Promethean Builders LLC Elion Mansfield Urban Renewal LLC

Ermal Luzaj George Livanos

MC Electrical NY

Al Traverso

Windmill Health Products

James Toto

Kraus Hamdani Aerospace, Inc

Jeffrey Roude

MESSAGE FROM IT

Cyberattacks increasingly seem to target large-scale US infrastructure. The Biden administration has focused on shoring up US cyber defenses in recent months to protect against overseas attacks, including government entities and major businesses. But vulnerabilities always exist, and all it takes is one breach.

Please be careful when reading your e-mail messages. This includes clicking on any weblinks or opening attachments of messages that look obviously bogus or suspicious.

Please keep your Internet surfing habits to work-related websites. Prohibit downloading any applications, games, etc. Only access documents from Firm approved document portals, i.e., GoFileRoom, Client Portal, etc.

SUMMER FRIDAYS ARE BACK!

Beginning Friday, May 27 (Memorial Day Weekend) to Friday, September 2 (Labor Day Weekend), team members are able to participate in a 1:00 p.m. dismissal.

All work must be completed and hours must be made up Monday-Thursday. Staff is still required to complete a minimum of 37.5 hours a week to be eligible.

2022 ANNUAL EVALUATION PROCESS TIMELINE

Friday, April 29th

All Engagement Evaluations must be completed in Halogen.

Monday, May 2nd – Wednesday, May 11th

Self-Review forms and Upward feedback completed.

Thursday, May 12th – Monday, May 23rd

Performance Managers write evaluations

Monday, May 23rd

Reviews must be completed in the systems.

Tuesday, May 24th Friday, June 10th

Meetings (Managers and Above)

Monday, June 13th – Monday, June 27th

Performance Review Conversations, Discuss 2022 Goals

DON’T TAKE THE BAIT AVOID THE HOOK

DATASNIPPER

Ever run into any issues or have any questions about DataSnipper?

Check out DataSnipper's Knowledge Base to access resources about the platform along with the Use cases section to learn how to use the program more efficiently.

CLIENT INFORMATION UPDATES

Please email client changes to clientinfo@saxllp.com Examples of client changes include: New email address and/or phone number New AP personnel Change in main address or billing address (master and/or engagement) Please don’t assume someone else will make the changes. Be proactive and let the firm know.

Please continue to use NLAC@saxllp.com to report clients who are No Longer A Client

Sax's TAKE 5 with SAX podcast, hosted by Todd Polyniak & Craig Cassano, was created so our clients can press pause on their busy work days and leverage the expertise of our resident experts who provide important things to know NOW. LISTEN TO OUR MOST RECENT RECORDINGS

Topic Focus: State and Local Tax Release Date: 1.17.22

Listen Here

Special Guest: Edvin Givargis, CPA, MST Head of Sax’s State and Local Tax Practice

Topic Focus: Business Valuations Release Date: 12.13.21

Listen Here

Special Guest: Megan Sartor, CPA, ABV, CFF Head of Sax' Valuation, Forensic, and Litigation Practice

Topic Focus: Cryptocurrrency Release Date: 10.28.21 Listen Here

Special Guest: Shivani Jain, CPA, MST Head of Sax’s Tax Department and Cryptocurrency Practice

Application opens April 4, 2022 Sax is thrilled to once again offer local non-profits the chance to apply for and win a $15,000 unrestricted gift to support their organization’s mission through the firm’s beloved Founders’ Award.

If you know of a non-profit that should apply, please forward their email address to FOUNDERSAWARD@saxllp.com by April 3 so they can be provided with the application package to submit.

May Birthdays Matthew Bernocchi Alexandra Celentano Jenie Khimthang Gayle Boeckstiegel Tetiana Bevza Laura Splendoria Ruki Lawal Robert Syme Adam Carcione Keysha Kennedy Barbara Pannullo Anna Snyder Ryan Alexander Lawrence Gradzki Marqus White Moniquea Prato Zachary Adler Andrew Blahut Mathew Giordano Jennifer Moroz Jessica Gutierrez Sadchit Desai Tyler Goodspeed Adan Cardoso

05/01 05/04 05/04 05/10 05/11 05/13 05/15 05/15 05/16 05/16 05/17 05/17 05/17 05/22 05/22 05/23 05/25 05/27 05/29 05/29 05/30 05/30 05/30 05/31

ANYTHING TO ADD? Email marketing@saxllp.com