SAX

SAX LLP is deeply grateful to St. Joseph's Health’s Children’s Hospital for dedicating the General Pediatric Inpatient Unit in our name. This incredible recognition is a reflection of the collective generosity of our amazing team members, participants, sponsors, and donors who have helped us raise over $1 million through the SAX 4 MILER since its inception. Your generosity and dedication continue to make a lasting impact, and we thank you for being part of this journey with us. Mark your calendars! The 2025 SAX 4 MILER is set for Saturday, September 20th—we can’t wait to come together again for this incredible cause.

Jerome Fusco and Sax Capital Advisors were recently highlighted in an article covering the sale of Agape to prominent residential services company, Fairway. Read more about the acquisition below.

The recent election has ushered in legislative and regulatory changes that pose significant challenges for nonprofit organizations. In this uncertain environment, staying informed and proactive is essential to ensuring your organization’s stability and future success. Join us on March 11 at 2 PM EST for an in-depth webinar exploring the critical developments impacting nonprofits and how to navigate them effectively. Our panel of experts will provide practical guidance on adapting to new regulations, safeguarding compliance, and strengthening your organization’s position in an increasingly complex landscape. Register for the webinar here: https://hubs.li/Q036ZyJF0

Thank you to everyone who joined us for our recent Healthcare Industry Update! We appreciate everyone's participation and engagement as our speakers discussed the latest developments impacting the healthcare sector. And last but not least, we'd like to give a special thanks to our expert speakers for taking the time to share their invaluable knowledge and insights.

LAST CALL! Join industry leaders Todd Brower, Mitchell Brie, Daniel Frier, Carolyn Hoitela, Eric Lewandowski, Nicholas Melchiorre, and Debbie Nappi at the Upper Montclair Country Club for SAX's annual Healthcare Industry Update this Thursday! They'll dive into discussions on: - Advanced Direct Primary Care - The expansion of the aesthetics/med spa space - Risk mitigation - An update on the private equity arena Secure your spot for this engaging event below.

2024: A Year of Milestones From reaching $1 million in total funds raised for St. Joseph's Health's Children’s Hospital since the 4 MILER inception to earning national recognitions from leading publications, 2024 was unforgettable. Our team, clients, and partners made it all possible, and we couldn’t be more grateful. See a glimpse below, and view the complete Year in Review here: https://lnkd.in/diyyk-bB

Check out SAX Wealth Advisors' newest blog article discussing the difference between Charitable Remainder Trusts and Charitable Lead Trusts.

As you are aware, the current Administration has issued a series of Executive Orders that will have significant implications for the nonprofit sector. Additionally, the Office of Management and Budget (OMB) announced a freeze on nearly all federal grants and loans. Although a federal judge temporarily halted the freeze before it could take effect, it still caused significant concern and confusion across the sector. Since then, OMB has lifted the federal funding freeze. Nonetheless, it’s essential to understand the broader context of these actions and take proactive steps to safeguard your organization moving forward. Read the article below to see what steps your nonprofit can take now.

On February 13, from 8:30 to 11:30 AM EST, join industry leaders Todd Brower, Mitchell Brie, Carolyn Hoitela, Eric Lewandowski, Nicholas Melchiorre, and Debbie Nappi at the Upper Montclair Country Club for SAX's annual Healthcare Industry Update. They'll dive into discussions on: - Advanced Direct Primary Care - The expansion of the aesthetics/med spa space - Risk mitigation - An update on the private equity arena Secure your spot for this engaging event here: https://hubs.li/Q034xT8h0.

This Saturday, SAX's Partner and VFL Leader Megan Sartor, CPA/ABV/CFF participated in a panel discussion at the New Jersey Institute for Continuing Legal Education's Family Law Symposium alongside esteemed legal professionals Rita Aquilio, Esq., Emily R. Urrico, Esq. and Judith Deer, Esq. The panel focused on the intricate topic of Qualified Domestic Relations Orders (QDROs) and the management of retirement assets, which are crucial components in the division of assets during divorce proceedings.