THE BUZZ
The latest and greatest happenings at
firm announcements
read the press release here read the press release here
Congratulations to all who were promoted!
Tax
Steven Sperling promoted to Director
Cang Vu promoted to Manager
Daniel Davidson promoted to Manager
Janet Sabah promoted to Senior Associate
Siobhan Morrissey promoted to Senior Associate
Omkar Deepak Promoted to Senior
A & A
Brandon Chinchilla promoted to Manager
Brittany Jones promoted to Manager
Elizabeth Reilly promoted to Manager
Misha Samaroo promoted to Manager
Kelly Mandell promoted to VFL Manager
Bella Medina promoted to Senior Associate
Christopher Gass promoted to Senior Associate
John Wagner promoted to Senior Associate
John Gomes promoted to Senior Associate
Jordan Brownlee promoted to Senior Associate
Kristina Kolarski promoted to Senior Associate
Matthew D’Andrea promoted to Senior Associate
Paul Collins promoted to Senior Associate
Sabbath Appiah promoted to Senior Associate
Zara Zulqarnaina promoted to Senior Associate
Priyank Praful promoted to Senior 2
Wealth Management
Jack Cassidy promoted to Director of Investment Strategy
Natalie Alvarez promoted to Director of Client Services
Alexandra Hoff promoted to Retirement Plan Advisor
Jonathan Shen promoted to Wealth Advisor
Family Office
Jourdan Wilner promoted to Senior Manager
Peter Calicchio promoted to Senior Manager
Client Accounting Services
Elizabeth Reeve promoted to Senior Manager
Sadchit Desai promoted to Manager
IT
Adam Carcione promoted to Technical Services Manager
Ryan Lange promoted to Technical Services Manager
Marketing
Alexandra Celentano promoted to Associate Marketing Manager
Talia Spendiff promoted to Marketing and Events Coordinator
Learning & Development
Nicole Meraviglia promoted to Senior Specialist
marketing
podcasts / vlogs
podcasts / vlogs
news from our team
Members of our nonprofit team, April Kushner, Adam Holzberg, and Lauren Frary, had the pleasure of attending the Morris County Chamber of Commerce’s Nonprofit Conference & Awards
Managing Partner and CEO, Joseph Damiano, has been recognized by Forbes as a Best-in-State CPA for 2025
He was also quoted in an article exploring the impact of private equity on the CPA profession.
Read the full article here.
SAX's Partner and International Tax Leader Lisa Goldman recently attended the TAG Alliances (TAGLaw, TIAG, TAG-SP) Conference in Boston, where she was interviewed for a key discussion on “The Anatomy of a Successful Referral ”
Several of our partners and leaders represented SAX at the Small Business Expo in New York City!
news from our team
Some of our team members represented SAX at New Jersey State Bar Association's Annual Conference in Atlantic City!
Congratulations to Partner David Ashenfarb on being appointed to the Board of Directors of Nonprofit New York!
Congratulations to Partner Donovan Tomlinson on being appointed Board Treasurer of the Black in Jewelry Coalition!
Congratulations to Liz Reilly on welcoming her baby girl! Blake Margaret Reilly was born on June 11 at 7 pounds, 1 ounce, and 19.5 inches.
news from our team
Partner Sean Breheney wrote a recent article covering how AI and emerging technologies are transforming the accounting profession in the New Jersey Society of CPAs Summer Issue
Read the full article on page 14 here.
Q2 Tax with SAX webinar ax leaders unpacked recent hanges From state updates proposals, our experts ns of these developments vigate them in this evolving g here.
Partners Donovan Tomlinson and Peter Gadaleta had a great time at this year’s JCK Conference in Las Vegas one of the largest and most influential events in the global jewelry industry.
Partner Charlie Anastasia recently took part in the Off School Grounds Annual Golf Classic at Pelham Bay & Split Rock Golf Club in the Bronx, proudly supporting their mission to uplift and empower students and educators.
event Recaps
nonprofit industry update
On June 6, 2025, SAX's Nonprofit niche held its annual Nonprofit Industry Update at the Marriott Marquis in Times Square. This gathering brought together nonprofit leaders who make a difference every day. The event showcased inspiring and knowledgeable speakers, along with incredible sponsors who provided valuable tools, resources, and enthusiasm to our community.
Post-busy season Happy hour
On April 17th, both our NYC and Parsippany offices raised a glass to celebrate the incredible dedication and effort our teams showed in meeting the 4/15 tax deadline
To recognize this milestone, we hosted office happy hours. These moments of celebration remind us that while the work we do is serious, there’s always room to celebrate the people who make it all possible
Thank you to everyone who played a role in making this season a success we appreciate you!
Oasis volunteer days
Some of our team members volunteered at Oasis, a nonprofit organization dedicated to providing support to women and children facing economic hardship. We’re proud to play a small role in their impactful mission.
Trivia Night
Summer picnic 2025
Lakeland high school visit
SAX hosted Juniors and Seniors from Lakeland High School to get a taste of the business world! They spent the morning with us and heard from Joe Damiano, Leon Grassi, Missy O’Shea & Mat Giordano. During lunch, we had some great conversations about resume writing, internships, interviewing and yes, the perfect handshake.
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 5 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.
Saturday, September 20, 2025
389 Interpace Pkwy, Parsippany, NJ
Whetheryouarearunner,walker,orlookingforafamily funactivity,theSAX4MILEReventbringsitalltogether insupportofthepediatricpatientsofSt.Joseph's Children'sHospital.
human resources
the sax family
Let's welcome our newest members of the SAX Family from this quarter!
John Tevnan
Mandy Dawson
Associate Wealth Advisor, SAX WA - CT
Apr 14, 2025
Senior Associate, Cannabis Practice - NY Remote Apr 24, 2025
Connor Tracy Intern, SAX WA - NJ
Jasmin Marrero Associate, VFL - NJ
Ryan Rubel Intern, SAX WA - NJ
Hailey Singh Intern, Shared Services - NYC
Sam Shreibman Intern, Shared Services - NYC
Jennifer Pasquarosa Benefits Specialist NJ
Ava Yannuzzi (rehire) Intern, Marketing - NJ
Derek Choe Intern, SAX WA - Ewing
Chad Berry Intern, Marketing - NJ
May 12, 2025
May 12, 2025
May 12, 2025
May 12, 2025
May 12, 2025
May 12, 2025
May 27, 2025
May 27, 2025
May 27, 2025
Joneal Mason (rehire) Professional Assistant - NJ May 27, 2025
Emily Andrade Intern, Shared Services - NJ Jun 2, 2025
Samuel Tornabene Intern, Shared Services - NJ Jun 2, 2025
Isabella DiGioia Intern, Shared Services - NJ Jun 2, 2025
Michael Mastruzzo Partner, Real Estate, NJ Jun 2, 2025
Jacqueline Rahn
Wealth Advisor, SAX WACA/Remote Jun 2, 2025
the sax family
Let's welcome our newest members of the SAX Family from this quarter!
Peyton Denver
Kiana Venturini
Joe Corbett
Joseph Corbett
Agatha (Graham) DellaPietro
Linda Newman
Warren Maybloom
Steve Sewald
Darryl Sewald
Charlie Anastasia
Nusrat Nahar
Ryan Torrisi
Client Relationship AssociateNYC
Jun 2, 2025
Receptionist - NYC Jun 2, 2025
Prinicpal Wealth Advisor, SAX WA - FL/Remote
Associate Wealth Advisor, SAX
WA - MO/Remote
Professional AssistantMorganville
Tax Senior AssociateMorganville
Tax Senior AssociateMorganville
Tax Director - Morganville
Professional AssistantMorganville
Jun 2, 2025
Jun 2, 2025
Jun 2, 2025
Jun 2, 2025
Jun 2, 2025
Jun 2, 2025
Jun 2, 2025
Tax Partner - Morganville Jun 2, 2025
Tax Senior Associate - NYC Jun 16, 2025
Tax Intern - NJ
Jun 16, 2025
Welcome to our new leadership!
Charlie Anastasia CPA joins the firm as Partner.
Michael Mastruzzo CPA joins the firm as Partner.
Ladidas Lumpkins CPA, JD, LLM joins the firm as Partner and Leader of Trust and Estates.
Joseph Kuttamperoor joins the firm as Partner and Leader of Financial Services.
the sax inidia family
Let's welcome our newest members of the SAX Family from this quarter!
Sanjay Durga Senior Manager Apr 1, 2025
Mehul Rajnikant Madani Senior Manager Apr 21, 2025
Vinit Rajendra Ambokar Senior May 5, 2025
Prasad Dhananjay Vaze Advanced Analyst Jun 2, 2025
Pawar Pratiksha Subhash Advanced Analyst May 21, 2025
Runita Kashinath Jadhav Advanced Analyst May 21, 2025
Chakrabarty Drishti Subham Senior Jun 2, 2025
Great cards
Nandita Gajula
As always, Nandita puts in solid, quality work and is an invaluable resource to the International Tax squad She is always willing to help and checks in regularly to make sure expectations are met
Euna Choi
Euna stepped in last minute to get a complex 1120-S with a transaction completed so we could get extension amounts for the individual done
Grace Fontanez
For always going above and beyond
march madness winners
to the winners of our March Madness bracket:
Kayla “Buzzer Beater” Roddy – A&A Manager
Scott “3-point” Goldberg – A&A Partner
Richard “Slam Dunk” Schoonover – Tax Manager
L&D Updates
Josh Chananie
From Tariffs to Auditors: Navigating Today’s M&D Landscape
Todd Polyniak Fraud’s Early Footprints: Signs Auditors Must Not Miss
Introducing Our 1st LumiQ Podcast Series
We’re excited to partner with LumiQ to feature two of our very own SAX partners, each hosting a podcast episode that will be available on the LumiQ app by Q3 2025.
With over 140,000 listeners across North America, LumiQ reaches professionals from the Top 100 U.S. accounting firms.
Get ready to press play on leadership, insight, and impact SAX style!
SAX india
SAX INDIA post busy season lunch
Our SAX India team came together for a well-deserved post-busy season lunch! After months of dedication, long hours, and collaboration, it was a great opportunity to relax, reflect, and reconnect.
SAX INDIA Benefits session
The team held their annual benefits session—an important opportunity to share updates, answer questions, and ensure every team member is informed of the firm’s offerings.
SAX INDIA Picnic
The SAX India team made the most of the season with a fun-filled summer picnic! From outdoor activities to shared laughs, it was the perfect way to enjoy the sunshine and recharge.
SAX INDIA Rewards and recognition
The team recently hosted their annual Rewards & Recognition Ceremony an inspiring event that celebrated the outstanding contributions, dedication, and achievements of team members over the past year.
SAX INDIA Training & Awareness Session on Fire & Safety
The session covered essential emergency protocols, hands-on demonstrations, and best practices to ensure everyone knows how to respond effectively in critical situations.
SAX WEALTH ADVISORS
sax resources
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®
Morganville, NJ
Joseph J. Bulger
New York City, NY
Lisa Goldman CPA, M.TAX, TEP
Mumbai, India
Gaurav Talwar
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
Financial Services
Joseph Kuttamperoor, CPA
P: (973) 472-6250
E: jkuttamperoor@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)
Mike Schall CPA
P: 212-268-2804
E: mschall@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
Ladidas Lumpkins CPA, JD, LLM
P: (973) 472-6250
E: llumpkins@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
