Rising Leadership and Exiting Partners

In 2020, we said goodbye to two Partners of the firm who have been essential in shaping Sax into the strong and successful firm it is today. These Partners exemplified excellence in every sense of the word, and have set the bar high for what true business advisors look like. Sax thanks them for all their contributions and dedication to the advancement of Sax.

MARC BLUMENTHAL, CPA

Marc Blumenthal was a Partner at Sax for more than 35 years and has served as a member of the firm’s Executive Committee, Compensation Committee, Head of the Tax Department, Partner-in-Charge of Marketing and Business Development, and Founder of the Financial Managers Forum (now CFO Focus). He has been the epitome of what a trusted advisor to clients looks like. He specialized in tax and advisory services for closely held businesses with extensive experience working with business owners in the areas of succession planning, sales and acquisitions, strategic planning, mergers and acquisitions and business organizational consulting.

STEVEN KAPLAN, CPA

Steven Kaplan has been a Partner with Sax for more than 35 years, and previously managed the Firm’s Trusts & Estates Practice. During his tenure, Steve helped develop Sax’s Tax Department into an entity that is well respected by the community for its expertise. Steve has specialized in the development and implementation of sophisticated estate and income tax planning techniques and was actively involved in corporate, individual, fiduciary and estate planning tax matters of varying complexity on behalf of clients. Using his accounting and legal backgrounds, he has greatly helped clients mitigate their tax burdens through sound advice and ideas. In retirement, Steven will continue to serve as trustee of many trusts and is looking forward to spending time with his wife and spending his winters in warm and sunny Vietnam.

NEW HEADQUARTERS-OF-THE-FUTURE

In 2020, Sax took its workplace into the future with a move of the firm’s flagship office of 36 years in Clifton, NJ to a new state-of-the-art facility in Parsippany, NJ called, LATITUDE. Sax has paid close attention to the ever-changing needs of employees and clients as it continues to expand and evolve. The new office brings Sax’s capabilities to the next level and strengthens the firm for the future.

LATITUDE is designed to transcend the traditional work routine and provides Sax with worldclass services and amenities that will help to attract the next generation of professional talent. Combined with the building’s innovative design, one can’t help but feel productive and the positive energy from working there. Sax looks forward to hosting an Open Office event for clients and friends of the firm in the near future.

TECHNOLOGY INFRASTRUCTURE

Sax upgraded the firm’s technology infrastructure, equipping team members with the tools and resources to work fully remote with zero disruption to clients and productivity. This addressed an immediate need with the swift shift in norms, while also an important investment in the firm’s future.