May BUZZ 2023

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THEBUZZ

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,

FromMemorialDay Weekend-LaborDay 1:00p.m.Fridaydismissals Ifyou'vecompletedthe minimumrequirementof 37.5hoursbythistime, enjoyaheadstarttoyour weekend! SummerFridays

READ ALL ABOUT IT HERE

FIRMANNOUNCEMENTS

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

FIRMANNOUNCEMENTS

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

Pleasegiveawarmwelcometothe newestmembersofourSaxfamily.

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

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

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

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

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

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

Nicholas Page A&A Senior Associate

Alexis Meneses A&A Intern

Candace Deosingh Senior Tax Associate

John Beckerle Tax Manager

Jason Batista Business Services Support

04.22.23 Preston Szymanski Jr. Events & Marketing Coordinator

04.25.23 Renu Mistry Senior Tax Manager

Mohamed

A&A Senior Associate

Tyler

A&A

Andrew

A&A

Anna

| 04.10.23

| 04 13 23

| 04 18 23

| 04.18.23

|

| 04.28.23

Elsheshtawy

| 05 02 23

Rigoli

Associate | 05 05 23

Hyer

Manager | 05.12.23

Snyder Associate Wealth Advisor | 05.19.23

GreatCards

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!”