Parsippany, N.J.-based IPA 100 firm Sax LLP (FY20 net revenue of $48 million) has admitted James Toto as a partner in its private client practice.
Toto has more than 30 years of experience and specializes in tax planning and compliance for high-net-worth individuals and families, including estate and retirement planning. He also provides services related to equity-based compensation, after-tax cash flow analysis and tax analysis of complex investment strategies.
“James shares our philosophy of providing unparalleled service and is committed to investing the time to understand each client’s particular needs and goals,” says MP Joseph Damiano.