OCTOBER 2018 BUZZ

THE BUZZ

MESSAGE FROM OUR MANAGING PARTNER

Team, I am pleased to announce that through the efforts of our sponsors, our donors, and our event participants, we were able to reach our goal of $70,000 for St. Joseph’s Children’s Hospital through our 7th annual 4 Miler event held on October 6.

This is no small feat. Our goal this year was our highest ever, and this large contribution will significantly benefit the workings of the Child Life Department which is dedicated to relieving the stress and anxiety of the hospital’s pediatric patients through quality of life programs.

To all those who contributed their time in planning and volunteering at this event, who made donations, and who worked to secure our event sponsors – we sincerely thank you for all of your efforts in making this event such a success.

In addition, St. Joseph’s mentioned that they are in awe of the work we do here and asked that we extend their sincere gratitude to everyone at Sax for what we accomplished at this year’s 4 Miler.

Again, THANK YOU. Looking forward to next year’s event!

Joseph A. Damiano

FIRM ANNOUNCEMENTS Inside Public Accounting (IPA) has released their list of Fastest All-Growth firms across the country, ranked by the change in a firm’s net revenue from the previous reporting year.

IPA has analyzed the largest accounting firms in the nation and we are pleased to announce that Sax has been listed as a Top 5 All-Growth Firm in the Northeast.

Read the Full Report here.

Our Real Estate team held their Industry Update event on 11.1, and their distinguished panel discussed the current and future state of the New Jersey Real Estate market. It was well attended and the feedback has been great!

Effective 10.15.18, Jeremy Rhen is now located at our Pennington, NJ office.

Effective 10.22.18, Michael Milisits is no longer with Sax. We wish him the best with his future endeavors.

HUMAN RESOURCES

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

Tatyana Burke

SWA Intern | Pennington | 9.20

Morgan Fligel

SWA Intern | Pennington | 9.20

Omar Nasif

Tax Associate | Clifton | 10.15

Louis Calamunci

Sr Tax Associate | Clifton | 10.15

Shahil Patel

Sr A&A Associate | Clifton | 10.15

Mykyta Kravtsov

Sr Tax Associate | Clifton | 10.15

Jack Tawil

VFL Manager | Clifton | 10.29

Murtadha Alsaidi

Admin Intern | Clifton | 11.5

Eddie Gomez

Marketing Intern | Clifton | 11.5

Paul Cheransky

Ass. Wealth Advisor | Clifton | 11.13

Agata Majdanska

Entry Level Associate | Clifton | 11.13

Elizabeth Giovine

Entry Level Associate | Clifton | 11.13

Natasha Appiah

Entry Level Associate | Clifton | 11.13

Michael Doyle

Entry Level Associate | Clifton | 11.13

Alec Marceles

Entry Level Associate | Clifton | 11.13

Jefferson Zotamba

Entry Level Associate | Clifton | 11.13

Candace Deosingh

Entry Level Associate | Clifton | 11.13

Brandon J. Pasapane

Entry Level Associate | Clifton | 11.13

Ella Valdes

Entry Level Associate | Clifton | 11.13

Anthony Sanchez

Entry Level Associate | Clifton | 11.13

Nicole Gravier

Admin Intern | Clifton | 12.3

TEAM NEWS & MEMBER ANNOUNCEMENTS TEAM NEWS Congratulations to Chris Lazzaro and his wife, Aurora on their new baby girl!

Dakota Rose was born 10.11.18 || 7 lbs || 7 oz || 19.25 in

SHOUT OUT

Sax Managers and above who attended the Construction & Real Estate Client Appreciation Dinner were commended for how well they represented the firm.

Members of our Construction Niche attended the Highbury Concrete, Inc. Golf Outing to support a cure for Angelman Syndrome.

Congratulations to Matthew Goldstein for passing his CPA exam!

VOLUNTEERS In an effort to drive our culture of giving, Sax offers team members a paid-time-off day to use for volunteering for charity.

If you would like to use a PTO day to participate in a firm sponsored charity event, below are some current opportunities. If you have a cause dear to your heart, please share the organization and event with Sharon Bleibtreu prior to using PTO. Sax's Volunteer PTO Code: 9812- Community Service

PTO VOLUNTEER OPPORTUNITIES Oasis – a Haven for Women and Children 9:00 AM – 2:00 PM Serving holiday meals on the following dates: - Thanksgiving meal – Tuesday, November 20 - Holiday meal – Thursday, December 20 If you are interested in using PTO for a firm sponsored charity event, please email Jessica Peralta at jperalta@saxllp.com.

BUSINESS DEVELOPMENT

NEW CLIENT WINS

ENGAGEMENT TEAM

C6

Ermal Luzaj + Joe Shannon

Lisa Lissak

Megan Sartor

Shorehaven Homeowners Assocaition Inc

Jeff Roude

Essex Metals LLC

Josh Chananie + Bill Happe

Fit Small Business

Joe Damiano + Chris Gaffney

Ferreira Construction Marson Pools, Inc.

Ermal Luzaj, Larry Gradzki + Mike Curry

Megan Sartor

All Paws West

John Murphy + Maria Plucinsky

Teligent

John Murphy & Jenn Moroz

Star Laundry Bressler Group

Igor Petrovic + Ermal Luzaj Elliott Koplitz

GREAT CARDS Shortly after returning to Sax from her time away, Anna Vilinsky (under short notice) stepped up to complete the accounting and prepare the tax returns for a client. In addition, the controller who normally does the bookkeeping was in the hospital, so Anna had to meet directly with one of the owners to compile all of the information necessary to prepare the Caseware files and tax returns and meet the 9/17 filing deadline.

Carole Lombardi consistently goes above and beyond in her position. A BAM representative states, “I just wanted to drop you a quick note to let you know how much I appreciate Carole's organization and her efforts in making the SAX Quarter-End as efficient as possible. I work with almost all BAM firms and I can say confidently that the SAX Quarter-End is the most efficient of all the bigger BAM firms. Her efforts make our job a lot easier. We have even had the idea of bringing her on a webinar for all of the large BAM firms where we will interview her and ask her what she does to allow SAX to have such a smooth quarter-end every single quarter."

Jessica Peralta's first major firm event was the 4 Miler and she went above and beyond to ensure it was a huge success. From the coordination, to showing up as the sun was rising the morning of, Jess made sure even the rain wouldn't interfere.

Being such a public event for the firm, it’s critical that every detail was accounted for and Jess truly did a fantastic job. Sax met its goal, which was the largest donation ($70,000) in our race history to St. Joseph's Children's Hospital, positioning the firm for even bigger things next year!

Gregory Lewis went above and beyond to help the Marketing Team with this year’s 4 Miler. Year after year, Greg dedicates his time to the event by offering a hand prior and the morning of. He was at the mountain very early to help set up and volunteered his time to stay after and pack everything up and bring back to the office. Without Greg, a lot of this could not have been possible, and we sincerely appreciate his help.

Jefferson Zotamba demonstrated hard work and leadership at our 4 Miler this year. He was a great help the day of the event and was willing to help wherever it was needed. He helped make the day run smoothly and successfully. Jefferson’s contribution to the event is extremely appreciated.

Our 4 Miler raised $70,000 for St. Joseph's Children's Hospital Thank YOU for helping us reach our goal!

Each year, we focus on supporting the American Cancer Society's mission to fight breast cancer through a number of initiatives.

Together, we have made this year one of our most successful yet!

Team Donation Page

$931.00

Sax Employee Match

$585.75

Beer & Wine Raffle

$359.00

Denim for Donations

$140.00

Total Raised by Sax:

$2,015.75

Thank you for helping us fight breast cancer.

During the holidays, Family Intervention Services (FIS) provides meals and household items to over 800 children and families and they have requested our support.

We will be collecting canned goods, paper products, baking goods, personal hygiene products and household products such as laundry detergent and dishwashing liquid soap up until November 13.

Due to a shortage of freezer space, in lieu of frozen turkeys, grocery store gift cards for $20-$25 would be appreciated so families can purchase the turkeys in time for the holidays.

Thank you in advance for your generosity!

November 1 - 13 Sax 3rd Floor Kitchen

MARKETING

Our new billboards have been getting great feedback!

Have you spotted us yet on RT 3, I-78, RT 46, I-95 & RT 17?

Got any clever and creative taglines?

Email marketing@saxllp.com!

Do you have a clever and creative tagline?!

Email Marketing at marketing@saxllp.com.

PRESS ROOM Our Real Estate Industry Update Event was covered in NJBIZ. Read more here.

Debbie Nappi was featured in New Jersey CPA Magazine with her article, “Deal or No Deal: M&A Due Diligence Could Make the Difference”.

Read more here.

Al Traverso was highlighted in NJBIZ's recap of his discussion at the New Jersey Manufacturing Extension Program's Manufacturing Day. Read more here.

Gina Perrone was featured in Construction, Accounting and Taxation with her article, "Changes to Meal and Entertainment Deduction: How Will it Impact Your Business?".

Read more here.

Todd Polyniak was highlighted in ROI-NJ's article, "Focus on Accounting: 2017 Tax Cuts and Jobs Act".

Read more here.

Mid-Atlantic Real Estate Journal featured Debbie Nappi as a Woman in Business in their most recent issue.

Read more here.

Sharon Bleibtreu was featured in New Jersey CPA Magazine with her article, “Time Management for Early Career Professionals”.

Read more here.

John Murphy was featured in New Jersey CPA Magazine with his article, “The Manager’s Guide to Effective Client Relationships”.

Read more here.

UPCOMING EVENTS Healthcare Industry Update Wednesday, November 7 | Upper Montclair CC | 8:00-10:30 AM Topic: Addressing the Evolution: of New Jersey's Current Healthcare Market Featured Speakers: John D. Fanburg, Esq., Managing Member of Brach Eichler; Paul Marden, CEO of UnitedHealthcare of New Jersey; Wiks Moffat, Principal of HealthCare Compliance Network

Construction Industry Update Wednesday, November 14 | Hanover Marriott | 8:00-10:00 AM Topic: The Current State of the Construction Market Featured Speakers: Christopher Johnson, CEO + Founder, Hollister Construction; Jim Merrill, Managing Director, Star America Capital Advisors; Jerry Killian, Chief Financial Officer, Ferreira Construction

November CFO Focus Thursday, November 15 | Sax Clifton Office | 8:00-10:30 AM Topic: Year-End Tax Planning Update Featured Speakers: Shivani Jain & Larry Gradzki

UPCOMING EVENTS P.O.W.E.R. Lunch Wednesday, November 28 | Sax Clifton Office | 12:00-1:00 PM Topic: NJBIA Women’s Empowering Conference

Mindful Yoga Wednesday, November 28 | Sax Clifton Office | 5:00-6:30 PM Featured Speakers: Angela Hahn, Yoga Instructor

Sax Technology DARK WEBinar Thursday, November 29 | Webinar | 11:00 AM-12:00 PM Topic: Are Your Credentials on the Dark Web? Featured Speakers: Matthew Hahn, Head of Sax Technology Advisors

2018 End of the Year Celebration Thursday, December 20 | The Venetian | 6:00 PM-10 00 PM