Many individuals have charitable intentions and want to ensure that their values are expressed through their giving. There are several ways to express this intent. We believe the simplest method is directly donating cash to the charity of one's choice, which is typically the most...
Recognition Highlights Firm’s Commitment to Excellence and Client Service December 12, 2024 – Parsippany, NJ – SAX Wealth Advisors, an independent registered investment advisor and wholly owned subsidiary of SAX LLP, today announced its inclusion in Newsweek’s list of the Top Financial Advisory Firms for 2025....
Qualified Small Business Stock (QSBS) represents an opportunity for investors, particularly those interested in startups and small businesses. Enacted as part of the U.S. tax code under Section 1202, QSBS can offer significant tax advantages, including the potential for substantial capital gains exclusions. This article...
What is the Estate Tax Cliff? Death and Taxes are famously the only guarantees in life; estate and inheritance taxes uniquely combine these items. Many people are aware there is a federal estate tax; however, many states also assess an estate tax that can create a...
As we begin the fourth quarter, we are pleased to provide a comprehensive checklist from fpPathfinder, which includes important questions to consider as we move toward year-end. Dislosure Third-party articles are for general information purposes only and do not constitute any offer or solicitation to buy or...
What is values-based investing? Values-based investing originated in the 17th and 18th centuries when institutions like the Quakers, Methodists, and other religious groups avoided investing in slavery and alcohol. This style of investing has since evolved, and today, it has become widely known as a type...
Parsippany, NJ Headquarters, August 7, 2024 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm[1] and financial planning subsidiary of SAX LLP, a Top 100 accounting, tax, and advisory firm, announces its ranking at #37 on Financial Advisor’s List of Top 50 Fastest-Growing...
Many people are familiar with the phrase, “Don’t put all your eggs in one basket.” This phrase originated in the famous novel Don Quixote by Miguel Cervantes in 1605. The term refers to the idea that you should not be overly dependent on any single...
Parsippany, NJ Headquarters, July 9, 2024 – SAX Wealth Advisors, LLC (SAXWA), a registered investment advisory firm[1] and financial planning subsidiary of SAX LLP, a Top 100 accounting, tax, and advisory firm, announces its ranking at #29 on Accounting Today's List of Top Firms by...
In the world of real estate investment, savvy investors are constantly on the lookout for strategies to maximize returns while minimizing tax liabilities. One such strategy that has gained popularity and can be a powerful tool in the investor's arsenal is the 1031 exchange. This...
