THE BUZZ
The latest and greatest happenings at
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
Sudeep Sachindranath
RISK MANAGEMENT
W Michael Curry CPA, CCIFP
Virginia Dennerlein SHRM-CP
Christopher Gaffney CPA, MST
Trevor Hodges
Shivani Jain CPA, MST
Michael Rolls
Kyle Stawicki ChFC®
FIRM OPERATIONS
Chief Financial Officer
Nicholas Valentini
Chief Human Resources Officer
Sharon Bleibtreu PHR
Chief Information Officer
Robert 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
Chief Service Delivery Officer
Virginia Dennerlein SHRM-CP
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 Quality Control
Akram Soliman CPA
CHARITABLE FOUNDATION BOARD
Joseph A Damiano CPA
Lauren Frary MA, LRC
Candy Gordon-Geanoules CPA
Helena Lynch CPA, MST
Jennifer L Moroz CPA
Deborah Nappi CPA, MST
Michael Rolls
Peter J 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 &
Family Office
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
Sharon Bleibtreu PHR
P: (973) 554-6170
E: sbleibtreu@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
Julio M Jimenez JD, LLM
P: (857) 891-3114
E: jjimenez@saxllp.com
Transaction Strategy & Transformation
Eric Lewandowski
P: (401) 556-7940
E: elewandowski@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
program champion contact email address
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
Confirmation.com Dillon Chiuchiolo dchiuchiolo@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
SafeSend Virginia Dennerlein vdennerlein@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
RSM training@saxllp.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
firm announcements
2024 Promotions
TAX
Erick Morillo promoted to Director
Louis Calamunci promoted to Director
A&A
Michael Penberg promoted to Director
Mayank Shah promoted to Director
Sydney Hestevold promoted to Manager
Julia Prager Chiorello promoted to Manager
Kennedy Spittler promoted to Manager
Nomaan Ali promoted to Manager
Christine Grispart promoted to Manager
Mariann Boulos promoted to Senior Associate
Katarina Kolarski promoted to Senior Associate
Nandita Gajula promoted to Senior Associate
Daniel Davidson promoted to Senior Associate
Anthony Morreale promoted to Senior Associate
Operations
Ella Valdes promoted to Senior Manager
TetianaBevza promoted to Manager
Ryan Fidlow promoted to Manager
Albion Derguti promoted to Manager
Maggie Pruyn promoted to Manager
Haneen Hasan promoted to Manager
Dom Trinh promoted to Manager
Michael Paphitis promoted to Manager
Kayla Roddy promoted to Manager
Leqi He promoted to Senior Associate
Misha Gill promoted to Senior Associate
Henry Alas promoted to Senior Associate
Will Yang promoted to Senior Associate
Virginia Dennerlein promoted to Chief Service Delivery Officer
Trevor Hodges promoted to SAX Wealth Advisors’ Chief Operations Officer and Chief Compliance Officer
Deloris Maple promoted to Manager, Tax Processing
Natalie Alvarez promoted to Senior Client Service Associate
Felicia Jackson promoted to Business Intelligence Analyst
Victor Boddie - IT Support Specialist
Dante Rodriguez - IT Support Specialist
2024 Promotions - india
Jyoti Surana promoted to Advanced Analyst
Smriti Rewani promoted to Advanced Analyst
Anusha Dayanand Pujari promoted to Advanced Analyst
Komal Sharma promoted to Advanced Analyst
Ali Mohammed Hasan Shirazi promoted to Advanced Analyst
Arti Nand Chawla promoted to Advanced Analyst
Vora Sakshi Manish promoted to Advanced Analyst
Faizan Shaikh promoted to Advanced Analyst
Poornima Mahesh Kotian promoted to Advanced Analyst
Mokshesh Mehta promoted to Advanced Analyst
Shoeb Rauf Shaikh promoted to Senior
Ankita Mohanty promoted to Senior
Kevin Shailesh Nagvekar promoted to Senior
Tulsi Chitroda promoted to Advanced Analyst
Aakash Tripathi promoted to Assistant Manager
Nikhil Eral promoted to Assistant Manager
Shashank P promoted to Senior
read the press release here. read the press release here.
Date:
Thursday
SUMMER Picnic
Come together for a mid-summer celebration with food, drinks, kids games, and more!
THEME : JERSEY BOARDWALK
SAX LLP encourages you, your significant others and children to attend our annual Forest Lodge 11 Reinman Rd. Warren, NJ
July 18, 2024
Time: 11:30am4:00pm
For over a decade, we've proudly hosted the SAX 4 MILER run/walk event. All proceeds from sponsorships, donations, and registrations directly support the Child Life Department at St. Joseph’s Children’s Hospital in Paterson, NJ.
The SAX 4 MILER has emerged as the primary financial resource for the Child Life Department. This vital support enables them to offer comprehensive holistic therapies to pediatric patients, alleviating the burdens of hospitalization, illness, and treatment.
Each passing year marks another milestone in our mission to raise funds for the young patients at St. Joseph’s. However, this year holds particular significance as we approach the incredible milestone of $1 million raised in total!
SATURDAY, SEPTEMBER 21 | PARSIPPANY HQ
We hope that you join us on SAX’s journey toward our $1 MILLION goal. Together, let's make a lasting impact on the pediatric patients of St. Joseph's. View all event details here
HOSTED AT
546 River Dr Garfield, NJ
Start Time: 5:30 PM
End Time: 9:30 PM
save the date!
SAX Hosted Thought Leadership Events
Best Practices for a Successful Sale
Thursday, August 15 | 11:00 - 12:00 PM
Nonprofit Giving Trends Report
Thursday, September 12 | 2:00 - 3:00 PM
Consumer & Industrial Products Conference
Friday, November 1 | 8:30 AM - 3:00 PM
American Dream, East Rutherford, NJ
Real Estate Industry Update
Wednesday, November 6 | 8:30 AM - 11:30 AM
Upper Montclair Country Club, Clifton, NJ
Construction Industry Update
Thursday, November 14 | 8:30 AM - 11:30 AM
Trump National Golf Club, Bedminster, NJ
All of our Industry Update events have sponsorship opportunities! If you know of a company that may be interested, email Marketing Group@saxllp.com for the information.
marketing
podcasts / vlogs
podcasts / vlogs
press room
Joseph Damiano:
Was named to Forbes’ inaugural list of America’s Top 200 CPAs and also named #4 on NJBIZ’s Accounting Power 50 List!
Was a guest on the Chazin the Dream podcast discussing the importance of company culture. Listen to the full interview here.
Was interviewed by ROI-NJ, discussing SAX’s goal to remain “fiercely independent.”
Read the full article here.
Was interviewed by ROI-NJ on the importance of increased technology in the accounting space.
Read the full article here.
Eric Lewandowski:
Was featured on the most recent edition of NJBIZ Conversations, discussing his assessment of where private equity has been most active, the factors driving deal-making, and the outlook for the second half of the year. Listen to the conversation here.
news from our team
NAIOP Annual Commercial Real Estate Awards
Senior Manager Lisa DiNozzi and Partner Jason Borofsky from our Real Estate team recently attended NAIOP's 37th Annual Commercial Real Estate Awards at The Palace at Somerset Park to celebrate the outstanding achievements of industry professionals.
Preserv 30th Anniversary Celebration
Managing Partner Joseph Damiano and Partners Eric Seidman, and Gina Perrone, attended the 30th anniversary celebration of Preserv, a longstanding client of the firm at the Scholastic on Mercer Street in NYC.
news from our team
SAX Wealth Advisors recently hosted an event in New Hampshire welcoming the clients of John Dulmage to the SAX family.
Peter Scalise was appointed to the Alzheimer’s Association’s New York Chapter’s Board of Directors!
Congratulations to David Ashenfarb for being honored at the COHME, Inc.’s 40th Celebration for his years of service to the organization!
event Recaps
View
In case you missed it, watch as our speakers discuss recent changes to state income tax filing requirements for online wholesalers and retailers and help equip you with the information needed to optimize tax efficiency and remain tax compliant.
Watch the webinar
In case you missed it, watch as our panel of experts delve deep into an insightful discussion on automation and all things inventory.
Topics include:
Latest trends and challenges
Embracing Artificial Intelligence How automation is reshaping the industry
Protecting the Golden Goose
Watch the webinar
Nonprofit industry update event
SAX's Nonprofit Group held its annual Industry Update on June 6. Hosted at The Westin in Times Square, our esteemed panel of speakers, which included SAX’s Rob Owen and Lauren Frary, as well as Randy Peers, President & CEO of Brooklyn Chamber of Commerce, discussed timely nonprofit topics, ranging from cybersecurity to board structures.
Marketing Resources
We are excited to announce the launch of our updated powerpoint deck that carries our brand refresh. Please find access to that below.
SAX slide deck template
As always, if you have any questions, feel free to contact Marketing at marketing group@saxllp com
the cross sell corner
hr consulting
Provides companies with HR support to help make strategic long-term and dayto-day business decisions, while ensuring a business understands the changing landscape of regulatory and industry standards. Learn more here.
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. Learn more here.
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 $2 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 welcome to sax!
Molly Haggerty L & D Specialist - Remote 6/3/2024
Ian Mooney Associate Wealth Advisor, SAX WA - Ewing 6/3/2024
Ajit Jain, CPA A & A Real Estate Manager - Parsippany 6/3/2024
Derek Choe SAX WA Intern - Ewing 6/3/2024
Jake Stern Investment Banking Intern - NYC 6/3/2024
Ariana Pike Shared Services Intern - NYC 6/3/2024
Caylin Batt Marketing Intern - Parsippany 6/10/2024
Adan Cardoso Tax Associate - Remote 6/11/2024
Sener Mamudoski Tax Associate - NYC 6/11/2024
Mareya Begum Tax Associate - Parsippany 6/11/2024
Narisa Silver Senior HR Manager - NYC 6/19/2024
Michael Lubelli Tax Project Manager - NYC 6/19/2024
Azra Radoncic Professional Assistant - NYC 6/24/2024
The following individuals are no longer with the firm. we wish them the best in their future endeavors. Congratulations to Will Yang on passing the CPA Exam!
Jeannette Duran ASA 6/7/2024
Preeti Manik Tax Manager 6/14/2024
Wasiffa Faiza - NY Shared Services Intern 6/26/2024
Anadi Mishra A&A - Senior Mumbai 6/30/2024
SAX travel system
We are happy to announce we are partnering with LXR Travel, a concierge level travel management company.
LXR Travel will assist you with making your work-related travel arrangements for air, car, car service, hotel, and train. By partnering with LXR for your travel arrangements, it will allow for many benefits. LXR is not “travel police” but rather offers a service that will be there for our travelers from door to door; whether you need to cancel a trip, extend your trip, or your flight is delayed, and you will miss a connecting flight, LXR will be there to help.
They are not a call center, so you will get to know the agents and will be able to call/email your favorite agent directly to form a relationship. They have an online traveler portal that allows for management of your traveler profile and reward #s, so that your miles/rewards will be part of every booking made through LXR, and will also keep track of your unused tickets that are available for future use.
view the instructions on setting up your account here.
INDIA
To celebrate all their efforts towards the 4/15 deadline, the Mumbai team enjoyed a team celebration as a small token of appreciation.
Shivani Jain and Joe DeBarr also took a trip to visit the team, and gave some presentations regarding the current state of the firm.
Piloting Personalized E-Learning Built on AI & Brain Science
Seniors through Senior Managers in the Tax and A&A Departments
Upcoming training
View a calendar of upcoming internal courses
Check your CPE progress for each license
Track your license renewal date(s)
Email Training@saxllp.com for course registrations and Q&A
SAX DEI Statement
“At SAX LLP, we prioritize fostering an inclusive environment where all voices are heard and valued. We believe in actively attracting, developing, and retaining exceptional talent from diverse backgrounds. By embracing diverse perspectives and experiences, we fortify our capacity for innovation, propel growth, and consistently exceed expectations for our clients and team.”
Great cards
Bella Medina
Bella truly stepped up on multiple engagements this past busy season, taking on new responsibilities of training associates and making an effort to learn more about an industry that was new for her She has been a real asset to the team and has shown tremendous growth
Danielle Walta
Shared Services asked that finance handle the billing for the month since this is their peak time. Danielle stepped up to the plate and nearly owned the project in its entirety.
Dante Rodriguez, Donald Ventriglia, Nandita Gajula, Nomaan Ali, Sheefu Ghay, Victor Boddie and Yan Yu
The members of the Axcess team deserve Great Cards for their hard work and dedication to supporting the tax program Seven days a week over the last month, they have responded to emails and requests while handling their normal tax and IT assignments.
Sheefu Ghay
Sheefu worked on some very large 1040s and did an incredible job organizing everything. He was proactive in trying to do as much as possible as early as possible and handled the large returns
Paul Collins and Paige Loughran
Paul and Paige deserve Great Cards for their great work and effort during this busy season They are people we can rely on
Sadchit Desai
We onboarded a new client, Partners in Mission, and Sadchit has worked tirelessly to onboard the client and set up the accounting software He jumped right into preparing the monthly invoices for the client, along with accounts receivable statements for each of the client’s customers. He has several calls a week to continue to onboard all of the monthly bookkeeping and bill paying as this will continue on an ongoing basis The client has also acknowledged his hard work and effort
Brandon Chinchilla
Brandon has grown his skills for his real estate clients and is available to help associates on the job. Brandon has been a crucial part of working with the Mumbai team and has been their point person for questions. He has been on early calls with them every morning, giving them however much time to go over any and all questions they may have Brandon has also been great with client contact. Brandon is always there when we need him, even for random projects, he will work the extra time to get it done.
Bella Medina, Misha Gill, Brian Smith, Paul Collins, Helle-May Cheney and Tetiana Bevza
This team helped complete the Serratelli Hat Company Audit We had a very tight deadline for a new client audit, and each person assisted in any way possible to help meet the deadline
steve smith
Steve deserves a Great Card for his efforts in co-teaching a course on how to perform a single audit. One of the two original instructors fell ill last minute, and Steve stepped in to co-teach the course. Steve quickly familiarized himself with the content, prepared his talking points, and engaged the audience throughout the course with thoughtful questions and feedback. His willingness to support a colleague and the training of our teammates resulted in a successful course that prepared our teams for NFP engagements this busy season.
Health and wellness
See the full schedule for the upcoming Health and Wellness webinars below:
Webinar Title
Mindful Communications 8/12/2024 11-12 PM
The Power of Intentions and Goal Setting 9/9/2024 11-12 PM
Mindfulness and TechnologyDeveloping Healthy Digital Habits 10/7/2024 11-12 PM
Mindful Eating Workshop 11/18/2024 11-12 PM
Building Healthy Habits of Mind for Growth and Optimal Health 12/9/2024 11-12 PM
Horizon Webinars
Parsippany evacuation plan
Ewing evacuation plan
NYC evacuation plan
