Kathleen joined Sax in 1988 and is a Partner with the firm providing accounting, tax planning and business advisory solutions to clients across a wide range of industries. Kathleen is a hands-on professional and her clients rely on her strong knowledge of account controls and best practices. She focuses on establishing good tax strategies to maximize business and personal taxes which provides increased cash flow. Kathleen is the Partner-in-Charge of the firm’s expanding Food and Beverage Practice while also remaining heavily active in the firm’s Manufacturing and Distribution Practice. In addition, Kathleen is Director of Technical Training and Continuing Professional Education at the firm, and a Co-Chair of the Women’s Initiative Committee. Kathleen is a Certified Public Accountant in New Jersey and is Named an Ovation Award winner by the NJCPA in the category of IMPACT, 2020. Kathleen is also named one of NJBIZ’s Best Fifty Women in Business, 2013 and was awarded “Top Big Apple Entrepreneur of 2016” by Manhattan Magazine. In 2015 Kathleen was awarded Top 10 Public Accounting Professionals by the Academy of Public Accounting Professionals.

What You Will Learn:

• How the IRS is handling our traditional tax due date
• Tax savings tips
• Strengthening profit and loss statements
• How to manage cash flows
• Keeping better accounting records to apply for grants and credits