Q2 2025 BUZZ

Page 1


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

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