March BUZZ 2023

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THE BUZZ

Message from Joe Damiano Team, In review of our banner year, I can proudly say that we exceeded the goals we set out to achieve.

Check out the 2022 Year in Review to view even more of our firm's success. Some of our most noteworthy accomplishments include the following: We exceeded our 2022 growth goals.

We continued to make investments in our firm's future.

We successfully moved into our new NYC and Ewing office spaces.

We merged with four NY-based firms to further expand our New York presence and greatly bolster our capabilities in several industries, including Private Client Service Group, Employee Stock Options, Consumer Products and Nonprofit.

We took our first step into the global community with the opening of our Mumbai, India office.

We were recognized on the list of America’s Best Tax and Accounting Firms by Forbes for the third straight year.

We were named to INSIDE Public Accounting’s list of the Best of the Best Firms in the nation.

We increased our rank to #87 on Accounting Today and #84 on INSIDE Public Accounting’s Top 100 lists of accounting firms in the country.

We were ranked #35 on Accounting Today’s list of the Top 150 Firms by Assets Under Management.

We’ve continued to drive innovation throughout the firm.

We have continued to upgrade talent for succession planning.

We have continued to drive our firm's culture.

These achievements are due largely in part to our team of staff and advisors, and our high standards for client service and expertise. It is a privilege to serve our clients and our communities in our wide capacity, and it is a privilege to work alongside so many individuals who thrive on collaboration, results, and success.

I am looking forward to new opportunities in 2023, and our bright future ahead.

All the best,

Read the Full Year in Review Here

READ ALL ABOUT IT HERE

READ ALL ABOUT IT HERE

READ ALL ABOUT IT HERE

READ ALL ABOUT IT HERE

READ ALL ABOUT IT HERE

FIRM ANNOUNCEMENTS Ken Hofsommer was recently featured in CIANJ's publication covering the topic of avoiding the nightmares of unclaimed property.

Read the full article here.

Congratulations to Elizabeth Reilly on passing her CPA exams!

Congratulations to Patrick Brady and his wife on their baby boy!

Emmett Shawn Brady was born on January 17 at 8lb 3oz and 20.5 inches long.

FIRM ANNOUNCEMENTS Congratulations to Michael Penberg and his wife on their baby boy! Nicholas Andrew Penberg was born on January 22 at 7.7 lbs. and 19.75 inches long.

Congratulations to Partner Candy Gordon-Geanoules on receiving the 2022 BAANJ Associate Continuing Service Award!

Joy Matak's recent comments were included in a Fortune story about employers giving their staff lavish gifts, which was also picked up by Yahoo. Read the full article here.

FIRM ANNOUNCEMENTS Sax was recently featured in INSIDE Public Accounting covering our acquisition with Schall & Ashenfarb CPAs in January.

Read the full article here.

Joy Matak presented for the Greater New Jersey Estate Planning Council on February 15th and published an article! Read the full article here.

Eddie Rivera was recently featured in NJBIZ's article where he noted as companies evolve so should their structure. Read the full article here.

Please give a warm welcome to the newest members of our Sax family.

Anna Vilinsky Senior Account Associate Parsippany | 01.03.23

Fun fact: Anna loves all kinds of sports and animals!

Rick Gatti Senior Tax Manager New York City | 01.03.23

Fun fact: Rick likes to stay consistent and jogs 3 miles a day!

Haneen Hasan Senior A & A Associate Oklahoma | 01.03.23

Fun fact: Haneen has never seen the following: Harry Potter, Lord of the Rings, Game of Thrones, Star Wars, Star Trek, Twilight, and Jurassic Park!

Steve Sperling Senior Tax Manager Parsippany | 01.09.23

Fun fact: Steve was previously ranked #7 in the world in the Pokémon trading card game!

Brittany Jones Senior A & A Associate Florida | 01.09.23

Fun fact: Brittany LOVES to travel!

Dominic Trinh Senior A & A Associate Nevada | 01.09.23

Fun fact: Dominic likes to get involved in Muay Thai and crossfit!

Damon Pooser Accounting Support Associate New York City | 01.16.23

Fun fact: Damon enjoys hunting and deep sea fishing!

Vincent Milano Quality Control Director Texas | 01.23.23

Matthew Fisher Senior Associate, Transaction Advisory Arizona | 01.23.23

Fun fact: Halloween is Matthew's favorite holiday!

Richard Goldstein Partner, Leader of State and Local Tax New York City | 01.30.23

Fun fact: Richard is an avid skier. He has skied the Rockies, the Alps, Andes, Western Canada, Vermont and the Poconos!

Wasiffa Faiza Client Support Intern New York City | 02.03.23

Fun fact: Wasiffa has set a goal for this year to read at least 35 books!

Lovepreet Singh Client Support Intern New York City | 02.03.23

Lisa Goldman Partner, Leader of International Tax New York City | 02.08.23

Fun fact: Lisa has a 3 year old Scottish Terrier named Jesse!

Banchilay Aynachew Senior A & A Associate Tennessee | 02.13.23

Fun fact: Banchilay is working to get her private pilot's license!

Curtis Richburg Corporate Finance Analyst New York City | 02.15.23

Fun fact: Curtis ran Division 1 Track and Cross Country at Rutgers University!

Peggy Ding Part-Time Manager, Transaction Advisory Parsippany | 02.15.23

Fun fact: Lovepreet wrestles and won state and nationals several times during high school, and currently wrestles for Team USA!

Nick Romanowski Learning, Development, Training Senior Manager New York City | 02.06.23

Fun fact: Nick dived with sharks in the Caribbean!

Nicolas Bakali Manager, Transaction Strategy & Transformation Massachusetts | 02.20.23

Fun fact: During the lockdown, Nicolas moved from France to Boston!

Vincent DePrimo Operations Coordinator New York City | 02.20.23

Fun fact: Vincent is a collector of t-shirts and socks, he has an extensive collection of both throughout the years!

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

Alan Grajeda Senior A & A Associate | 01.04.23 Rouba Rached Senior A&A Associate | 01.04.23 Kathleen Carolan Receptionist | 01.06.23 Mike Falco Director of Operations | 01.18.23 Pei Sun ASG | 01.20.23 Julie Press Tax Manager | 01.20.23 Jeff Holt Partner | 01.20.23 Amruta Sannake Senior | 01.23.23 Megan Simpson A & A Manager | 01.27.23 James Nuzzi A & A Associate | 02.03.23 John Nunes Tax Manager | 02.03.23 Geri Gjika Senior Tax Associate | 02.10.23 Taylor Stevens Account Support Associate | 02.13.23 Charles Whitman Senior A & A Associate | 02.20.23

Great Cards Jason Batista is deserving of a Great Card because he dropped everything he was doing to assist me with a major emergency scan job that popped up. This was not a straightforward scan job with regular-size paper as there were hundreds of regular receipt slips that needed copying first and then scanning. Jason really stepped up to get this done ASAP

Tetiana Bevza is deserving of a Great Card because she has been going above and beyond with working late and putting time aside/following up on a difficult job in order to get the file done.

To say thank you for all your hard work this busy season, we invite you to join us for

F

OOD TRUCKS

& Cocktails Date:

*PLEASE ACCEPT THE CALENDAR HOLD TO GAUGE HEADCOUNT*

APRIL 20

Parking lot near 379 Interpace 12:00pm - 2:00pm

More info: Please contact Preston at pszymanski@saxllp.com

SAX'S

Family Picnic THURSDAY JULY 13, 2023 TIME: 11-4 PM *RAIN DATE JULY 14* LOCATION: GROUNDS IN FRONT OF 389 INTERPACE PARKWAY YOU AND YOUR IMMEDIATE FAMILY ARE INVITED TO SAX'S ANNUAL FAMILY PICNIC! *IF YOU LIVE OUTSIDE OF NJ, NY, OR PA THE FIRM WILL PAY FOR YOU AND YOUR IMMEDIATE FAMILY TO FLY TO NEW JERSEY FOR THE PICNIC JOIN US FOR A DAY OF FOOD & DRINKS, GAMES, KID'S ACTIVITIES, AND MORE!

March Birthdays

Zhiyong Yang Donald Ventriglia Richard Goldstein Ryan Lange Debra Karacsony Matthew Goldstein Michael Rolls Leo Gaft Jane Zuroff Christopher Gaffney Carole Lombardi Ryan Fidlow Julia Chiorello Eric Seidman Stuart Berger Vincent Gaspari Sener Mamudoski Haneen Hasan Vilma Condori Edwin Le Vadim Bendersky Randal Natoli Kelly Behrens Jay Kim Helle-May Cheney Helena Marie Tufaro

03/01 03/03 03/04 03/04 03/05 03/06 03/06 03/07 03/07 03/08 03/08 03/12 03/14 03/15 03/20 03/20 03/20 03/22 03/23 03/23 03/24 03/24 03/26 03/26 03/30 03/30

April Birthdays Kathleen Rutch Rachelle Brown James Moore Joseph Damiano Adam Apidopoulos Sydney Hestevold Kennedy Spittler Jennifer Tosi Stanislav Frenk Leslie Ortiz Bella Medina Daniel Davidson Nomaan Ali Nicole Sinatra Luke Dunn Suzanne Yang Melissa O'Shea Peter Calicchio

04/01 04/02 04/02 04/04 04/05 04/07 04/09 04/09 04/11 04/11 04/12 04/14 04/17 04/18 04/19 04/25 04/29 04/30

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ANYTHING TO ADD? Email marketing@saxllp.com