THE BUZZ
The latest and greatest happenings at
firm announcements
read the full press release here
read the press release here
marketing
podcasts / vlogs
podcasts / vlogs
news from our team
Congratulations to Margaret Henn and her husband on welcoming Madelyn Patricia on February 4!
Megan Sartor participated in a panel discussion at the New Jersey Institute for Continuing Legal Education's Family Law Symposium covering Qualified Domestic Relations Orders (QDROs) and the management of retirement assets
SAX was recently honored with the General Pediatric Inpatient Unit at St Joseph’s Children’s Hospital dedicated in our name for our efforts in helping raise over $1 million through the SAX 4 MILER since its inception
Sean Breheney published an article with NJCPA covering 5 Essential Skills for Aspiring Leaders.
Check out the article on pages 6-7 here.
news from our team
Bill Connor launched his first Wealth Watch video talking about the latest market updates and was published in CPA Magazine covering Charitable Trusts
Check out the first episode here. Read his article here.
Thanks to everyone who participated in our Jersey Day to raise funds for the California wild fires In total, we raised over $1,600 for the Humane Society!
Congratulations to Joseph Damiano for being named to ROI-NJ Influencers: Power List 2025 for Accounting!
We hope everyone enjoyed the March Madness Happy Hour - good luck on your brackets!
Congratulations to Peter Scalise for being appointed to a 2nd term for the USO Global Advisory Council!
webinar recap
In case you missed it, watch as our panel of experts explore the critical developments impacting nonprofits and how to navigate them effectively.
Watch the webinar
event Recaps
420Cannect
On February 4, 2025, SAX's Cannabis Group held its quarterly 420Cannect, where special guest Edmund DeVeaux, President of the New Jersey CannaBusiness Association discussed an update on the NJ cannabis market.
Healthcare industry update
On February 13, 2025, SAX's Healthcare Group held its annual Healthcare Industry Update at Upper Montclair Country Club in Clifton, NJ. The event brought together top professionals and expert speakers to share insights and foster connections. In these presentations, speakers covered advanced direct primary care, the expansion of the aesthetics/med spa space, risk mitigation, and an update on the private equity arena.
the cross sell corner
investment banking
SAX Capital Advisors is armed with a wealth of expertise to assist in finding the perfect partner when selling or acquiring a business, preparing a business for sale, raising capital, restructuring a company, and more Learn more here
fractional finance
Whether it’s a temporary engagement or a CFO level resource part time – SAX Fractional Finance is here to support a business’ needs. We can step in at any time and provide strategic thinking to maximize opportunities by leveraging years of experience in a variety of industries Learn more here
private client
We are experienced professionals offering tailored solutions to managing wealth, preserving legacy and ensuring financial security for high-net-worth individuals and families Learn more here
strategic business transformation
We provide nonprofits with 360 consulting spanning from start-up to succession planning, aimed at providing strategic and innovative solutions to propel an organization’s mission forward. Learn more here.
technology
We provide businesses with critical technology services like cloud migrations and operations, disaster recovery, managed services, business continuity, cybersecurity, enterprise architecture, technology strategy development, project management, and much more.
transaction advisory & corporate restructuring
From integration to transformation to separation strategy, we are results focused M&A leaders who work to ensure businesses are strategically positioned, identifying and realizing value during the due diligence process and throughout the entirety of the transaction Learn more here
valuation, forensics and litigation
Whether a client is engaged in litigation, investigating potential fraud, Alternative Dispute Resolution or just trying to find a solution to a complex financial situation, the VFL team can provide expert guidance Learn more here
wealth management
With over $3 billion in collective assets, SAX Wealth Advisors is an independent registered investment advisor offering strategic financial planning, tax planning, investment management, individual and employer retirement plans, and more. Learn more here.
human resources
the sax family
Logan Muraszko Tax Intern - Parsippany 1/6/25
Lucas Brasil Tax Intern - Parsippany 1/6/25
Hemalatha Palaniswamy Professional Assistant - Parsippany 1/13/25
Linda Mundy Principal Wealth Advisor, SAX WA - DE/Remote 1/13/25
Pam Kleczek Client Service Associate, SAX WA - VA/Remote 1/13/25
Peter Simon Principal Wealth Advisor, SAX WA - CT/Remote 1/13/25
Lisette Voorhees
Service Associate, SAX WA - CT/Remote 1/13/25
Won Choi
Helen Davis
Ava Yannuzzi Marketing Intern - Remote 2/3/25
Grace Lim Client Accounting Services Intern - NYC 2/3/25
Benjamin Kordyjak
Services Intern - NYC 2/3/25
Gretchen Behnke Principal Wealth Advisor, SAX WA - OR/Remote 2/3/25
Richard Schoonover
Allison
Niurka Then FOS Senior Associate - Parsippany 2/17/25
Amanda Ramoutar Professional Assistant - NYC 2/17/25
Stephanie Kincaid Tax Senior Associate - CO/Remote 2/17/25
Christopher Lazzaro
Stephanie Turano
Melissa Russo
Howard Zhao
Jamie
John Tevnan Associate Wealth Advisor, SAX WA - CT 3/17/25
Chaitanya Koganti Shared Services Intern - NJ 3/17/25
Om Patel Shared Services Intern - NJ 3/17/25
Luke Zulauf Wealth Advisor, SAX WA - FL/Remote 3/31/25
the sax inidia family
Gaurav Talwar Director of Operatins 1/27/25
Suvarna Kadambari Scheduling Analyst - HR 2/10/25
Pankaj Parasmal Suthar Advanced Analyst - Finance 1/13/25
Saurav Banerjee iTax Manager 3/10/25
INDIA republic day Celebration
india Women’s Day celebration
INDIA holi Celebration
L&D Updates
on completing the Association for Talent Development’s Instructional Design certification program and Amplifire’s Author Training program!
Nicole Meraviglia Sakina Shaikh, MA
BRING YOUR KIDS TO WORK DAY
Join us for a fun-filled day in both Parsippany and NYC where kids explore the working world! From interactive activities to hands-on experiences, they’ll get a behind-the-scenes look at what it takes to run a business—no accounting involved, we promise!
APRIL 24
10:00-3:00
SAX resources
CEO & MANAGING PARTNER
Joseph A. Damiano CPA
EXECUTIVE BOARD
Joshua Chananie CPA
Joseph A Damiano CPA
Shivani Jain CPA, MST
Ermal Luzaj CPA, MBA
Joseph Shannon CPA/ABV, CFE
Kyle Stawicki ChFC®
OFFICE LEADERS
Parsippany, NJ
Joseph A. Damiano CPA
Ewing, NJ
Jeremy Rhen CFP®
New York City, NY
Lisa Goldman CPA, M.TAX, TEP
Mumbai, India
Shivani Jain CPA, MST
RISK MANAGEMENT
W Michael Curry CPA, CCIFP
Vincent Flanagan
Christopher Gaffney CPA, MST
Trevor Hodges
Shivani Jain CPA, MST
Rob Owen
Michael Rolls
Albert Traverso CPA
FIRM OPERATIONS
Chief Financial Officer
Nicholas Valentini
Chief Human Resources Officer
Christine Brennan-Savino
Chief Information Officer
Rob Owen
Chief Marketing Officer/
Head of Business Development
Leon Grassi
Chief Operating Officer
Michael Rolls
Chief Operations Officer and Chief Compliance Officer - SWA
Trevor Hodges
Director of IT Operations
Tom Hughes
Director of Learning & Development
Nick Romanowski
Director of M&A
Peyton Bowman, MBA Director of Marketing
Margaret Henn Director of Operations
Stephen Pena
Director of Quality Control
Akram Soliman CPA
SAX resources
CHARITABLE FOUNDATION BOARD
Lauren Frary MA
Candy Gordon-Geanoules CPA
Carolyn Lanza
Helena Lynch CPA, MST
Jennifer L Moroz CPA
Deborah Nappi CPA, MST
Michael Rolls
Peter Scalise
Marqus White CPA
SERVICE DIRECTORY
Accounting + Auditing
Albert Traverso CPA
P: (973) 472-6250
E: atraverso@saxllp.com
Cannabis
Todd W. Polyniak CPA
P: (973) 554-6164
E: tpolyniak@saxllp.com
Client Accounting Services
Jordan Goldman
P: (212) 661-8640
E: jgoldman@saxllp.com
Construction
Ermal Luzaj CPA, MBA
P: (973) 554-6174
E: eluzaj@saxllp.com
Consumer Products
Joshua Chananie CPA
P: (973) 554-6160
E: jchananie@saxllp.com
Employee Benefit Plan Audits
Jennifer L. Moroz CPA
P: (973) 472-6250
E: jmoroz@saxllp.com
Federal Tax Credits and Incentives
Peter Scalise
P: (212) 661-8640
E: pscalise@saxllp.com
Fractional Finance
Eric Meisner
P: (212) 661-8640
E: emeisner@saxllp.com
Healthcare
Deborah Nappi CPA, MST
P: (973) 554-6191
E: dnappi@saxllp.com
HR Consulting
Christine Brennan-Savino
P: (973) 554-6190
E: cbrennan-savino@saxllp.com
International Tax
Lisa Goldman CPA, M.TAX, TEP
P: (212) 661-8640
E: lgoldman@saxllp.com
New Lease Accounting
Jason Borofsky CPA, MBA
P: (973) 554-6082
E: jborofsky@saxllp com
SAX resources
Nonprofit (National)
David Ashenfarb CPA
P: (212) 268-2805
E: dashenfarb@saxllp.com
Private Client Services
Joseph J Bulger
P: (973) 554-6094
E: jbulger@saxllp.com
Professional Services
Jennifer L. Moroz CPA
P: (973) 472-6250
E: jmoroz@saxllp.com
Real Estate
Joseph Shannon CPA/ABV, CFE
P: (973) 554-6100
E: jshannon@saxllp.com
SAX Capital Advisors
Jerome Fusco
P: (203) 988-3473
E: jfusco@saxca.com
SAX Technology Advisors
Rob Owen
P: (201) 694-6909
E: rowen@saxllp.com
SAX Wealth Advisors
Kyle R. Stawicki ChFC®
P: (973) 554-6006
E: kstawicki@saxwa.com
State and Local Tax
Richard Goldstein JD
P: (973) 472-6250
E: rgoldstein@saxllp.com
Strategic Business Transformation
Lauren Frary MA, LRC
P: (973) 472-6250
E: lfrary@saxllp.com
Tax
Shivani Jain CPA, MST
P: (973) 554-6161
E: sjain@saxllp.com Tax Controversy
Mat Giordano
P: (973) 554-6142
E: mgiordano@saxllp.com
Trusts & Estates
Lisa M. Mela CPA, MST
P: (973) 554-6168
E: lmela@saxllp.com
Valuation, Forensic & Litigation
Megan Sartor CPA/ABV/CFF
P: (973) 554-6158
E: msartor@saxllp.com
SAX resources
Asana Leon Grassi lgrassi@saxllp.com
Axcess axcess@saxllp.com
BNA Tax Planner Michael Penberg mpenberg@saxllp.com
CaseWare caseware@saxllp com
CCH (Importing to) Kennedy Spittler kspittler@saxllp com
Client Data Changes clientInfo@saxllp.com
Client Leaving Firm nlac@saxllp.com
Fixed Assets Tyler Goodspeed tgoodspeed@saxllp.com
SurePrep sureprep@saxllp com
GEMS Lisa Mela lmela@saxllp com
GFR gfr@saxllp.com
HubSpot Leon Grassi lgrassi@saxllp.com
Portal clientportal@saxllp.com
Practice Management finance@saxllp com
Suralink Joe DeBarr jdebarr@saxllp com
SAX resources
program
A&A Scheduling a&aschedule@saxllp.com
ASA asa@saxllp.com
CPE Q&A training@saxllp.com
E-file efile@saxllp.com
Engagement Letters signedltr@saxllp.com
Innovation Committee innovation@saxllp com
IT support@saxtechnology com
LCvista training@saxllp.com
LumiQ training@saxllp.com
Marketing marketing group@saxllp.com
P.O.W.E.R. Committee power@saxllp.com
Retirement Planning retirement@saxwa.com
Shared Services sharedservices@saxllp.com
Source Documents sourcedocs@saxllp.com
Tax Documents taxdocrequest@saxwa com
Tax Scheduling taxschedule@saxllp com
Transcripts transcripts@saxllp.com
