TAKE 5 with SAX

We invite you to join us for EPISODE 15 and Special Edition, focused on: State and Local Tax

Our special guest, Edvin Givargis, Head of Sax’s State and Local Tax Practice, has a candid conversation with our hosts on the current status of State and Local Tax in our COVID-19 world.

Our TAKE 5 with SAX podcast was created so you can press pause on your busy day and leverage the knowledge of Sax’s resident experts on topics that matter to your life and your business.

Our special guest, Megan Sartor, Head of Sax’s Valuation, Forensic and Litigation Practice, dives into important items business owners should consider NOW regarding end-of-year valuations for estate planning and gifting.

You’ve become accustomed to Sax’s Recovery Task Force’s webinar series that was designed to keep you informed on the COVID-19 relief programs that helped your business get through the tough issues the pandemic caused.  We’ve lightened the format and invite you to join our candid conversation as Sax’s Recovery Task Force sits down and chats about the current standing of the PPP1, PPP2, Employee Retention Credit and the EIDL.

Our TAKE 5 with SAX podcast was created so you can press pause on your busy day and leverage the knowledge of Sax’s resident experts on topics that matter to your life and your business.

Our special guest, Frank Centrella, Leader of Sax’s Tax Controversy Practice, dives into important items for business owners to consider NOW with regards to dealing with the IRS and matters on federal and local state level.

We invite you to join us for EPISODE 10 focused on: Employer Benefit Plan Offerings. Our special guest, Eric Seidman, AIF®, Retirement Plan Director at Sax Wealth Advisors, will dive into three important items business owners should consider doing NOW with regards to their retirement plan offerings for employees so there are no regrets later.

We invite you to join us for EPISODE 9, focused on Investment Banking. Our special guest, Jerome Fusco, Leader of Sax’s Investment Banking Practice, dives into three important items for business owners to consider when contemplating selling their business and/or succession planning.

We invite you to join us for Episode 8 focused on State and Local Tax. Our special guest, Kevin Sohr, MBA, MST, Sax’s State and Local Tax (SALT) specialist dives into three important tax considerations for business owners NOW as we return from COVID-19 so there are no regrets later.

We invite you to join us for our seventh edition focused on Planning for the Estate Tax Overhaul. Our special guest, Joy Matak, JD, LLM, Partner and Co-Leader of Sax’s Trusts & Estates Practice is back with a special update on estate planning as an overhaul is on the horizon. Listen in as she dives into three important things you should consider doing NOW so there are no regrets later.

We invite you to join us for our sixth edition focused on investing in our current climate. Hear from our special guest, Marie DeCaprio, Partner and a leader at Sax Wealth Advisors, Sax’s wealth management arm, as she dives into three important things you should consider doing NOW so there are no regrets later.

We invite you to join us for our fifth edition focused on technology. Hear from our special guest, Carl Van Dusen, President of Sax’s Technology Division, S2Solutions, geared towards providing superior technology services to businesses. Join us as Carl dives into a couple important things business owners should know NOW about their business technology so there are no regrets later.