May BUZZ 2023

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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 going above and beyond this busy season. I wish to extend the firm’s gratitude to your families and support systems for their patience and sacrifices as well.

With every busy 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 well-deserved time off.

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

Also, don't forget that Summer Fridays kick off this week!

All the best,

Summer Fridays From Memorial Day Weekend - Labor Day 1:00 p.m. Friday dismissals If you've completed the minimum requirement of 37.5 hours by this time, enjoy a head start to your weekend!

READ ALL ABOUT IT HERE

FIRM ANNOUNCEMENTS Congratulations to Margaret Henn and her husband on their new baby boy! Warren Bryant was born on April 5th weighing 7 pounds, 14 ounces.

Thank you to everyone who participated in Bring Your Child to Work Day on April 27th. We truly enjoyed meeting your children!

For those who attended the lunch and learn on April 27, here are the links to the 2 presentations: AICPA Conference Slide Deck NJCPA Conference Slide Deck

FIRM ANNOUNCEMENTS Congratulations to Brandon Chinchilla and his fiancé on their new baby girl! Layla Belle was born on May 24th, weighing 6 pounds, 8 ounces.

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

Alison Iavarone, CPA Senior Manager - SALT Delaware | 04.03.23 Fun fact: Alison once rescued a Dalmatian named Elvis.

Tiffany Roque, CPA, MST International Tax Director New York | 05.01.23 Fun fact: Tiffany is a lover all thing fitness!

Matthew Martin Business Services Support New Jersey | 04.05.23

Benjamin Clark A&A Manager - NFP Oklahoma | 05.01.23 Fun fact: Benjamin does nearly all of the cooking at home because he loves it.

Brian Heath Associate Wealth Advisor New Jersey | 04.10.23 Fun fact: Brian played lacrosse at the collegiate level.

Rachel Berg, CPA Senior A&A Manager - NFP Ohio | 04.17.23

Jonathan Shen Associate Wealth Advisor New Jersey | 04.17.23 Fun fact: Jonathan's family is from Taiwan and he is the first in his family to be born in America.

C. Chloe Howe A&A Manager - NFP Maine | 04.17.23 Fun fact: Although not a highly skilled dancer herself, C.Chloe loves dance workshops.

Griffin Johnson, CPA A&A Senior Associate Colorado | 05.01.23 Fun fact: Griffin tried out for the Wisconsin men's basketball team in college.

Anadi Mishra Senior FDD India | 05.02.23

Prathik Shetty Senior A&A India | 05.02.23

Colleen Laurie, CPA Tax Manager - 1040/1041 Florida | 05.15.23

Karnic Boudoughian Intern -Transaction Advisory New Jersey | 05.15.23

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

Nicholas Page A&A Senior Associate | 04.10.23 Alexis Meneses A&A Intern | 04.13.23 Candace Deosingh Senior Tax Associate | 04.18.23 John Beckerle Tax Manager | 04.18.23 Jason Batista Business Services Support | 04.22.23 Preston Szymanski Jr. Events & Marketing Coordinator | 04.25.23 Renu Mistry Senior Tax Manager | 04.28.23 Mohamed Elsheshtawy A&A Senior Associate | 05.02.23 Tyler Rigoli A&A Associate | 05.05.23 Andrew Hyer A&A Manager | 05.12.23 Anna Snyder Associate Wealth Advisor | 05.19.23

Great Cards Brandon Chinchilla is deserving of a Great Card because he is a hard worker and willing to go the extra mile. He is taking what he learned and sharing the knowledge with the team.

Sydney Hestevold deserves a Great Card for her excellent client service! A new client asked for a project outside our engagement scope at our busiest time of the year. Sydney quickly jumped in and completed the project. The client was amazed at the output and was thankful we could finish it quickly. To quote the client, “Amazing - Thank you so much to you and your team!”

Carole Datzko and Kennedy Spittler are deserving of Great Cards for their amazing and engaging presentations at the POWER Lunch and Learn.

New Location!

Sax’s Parsippany Headquarters

Join us as we race to $1 million for St. Joseph’s Children’s Hospital!

Download the application package here.

Construction Client Appreciation Event

Post April 18th Happy Hour

Sax India PostBusy Season Happy Hour

SAX'S

Family Picnic THURSDAY JULY 13, 2023 TIME: 11 AM - 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! PLEASE COMPLETE THE SURVEY BY JUNE 22.

THE INDIA TEAM WILL BE HOSTING THEIR TEAM EVENT LATER IN THE SEASON. STAY TUNED FOR MORE INFO.

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ANYTHING TO ADD? Email marketing@saxllp.com