TAKE 5 with SAX

Sax LLP

The TAKE 5 with SAX podcast was created so you can press pause on your busy day and leverage the expertise of Sax and the experts we work with on topics that matter to your business.

  1. 01/17/2022

    Special Edition: State and Local Tax

    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.

    15 min

  2. 12/09/2021

    Episode 14: Business Valuations

    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.

    7 min

  3. 09/08/2021

    Join Our Sax Chat: New Update on Covid-19 Recovery Programs

    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. Hear from the team on important updates, issues that have become apparent, and what we are seeing with our own clients with regards to the programs.

    18 min

  4. 08/24/2021

    Tax Controversy

    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.

    10 min

  5. 06/21/2021

    Employer Benefit Plan Offerings Edition

    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.

    6 min

  6. 06/07/2021

    Investment Banking Edition

    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.

    6 min

  7. 05/25/2021

    State and Local Tax Edition

    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.

    6 min

  8. 05/10/2021

    Estate Tax Update Edition

    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.

    5 min
See All (13)

About

The TAKE 5 with SAX podcast was created so you can press pause on your busy day and leverage the expertise of Sax and the experts we work with on topics that matter to your business.

Information

  • Creator
    Sax LLP
  • Years Active
    2021 - 2022
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © Sax LLP
  • Show Website
    TAKE 5 with SAX