News & Resources

Alfonso Perillo will present at the Associated Grant Makers’ workshop, Financial Statements 1.0, on Tuesday, September 29, 2015.  Participants can expect the following key takeaways: Understand the accounting principles used to prepare financial statements. The auditors’

We are proud to announce that Edelstein has been ranked as one of the Top 300 (#206) accounting firms in the nation by Inside Public Accounting (IPA).  This is IPA’s first ranking of the Top

Contributing to a traditional employer-sponsored defined contribution plan, such as a 401(k), 403(b) or 457 plan, offers many benefits: Contributions are pretax, reducing your modified adjusted gross income (MAGI), which can also help you reduce

This month’s newsletter includes the following: State Registration Issues and Online Fundraising Facebook Rolls Out ‘Donate’ Button for All Charities Foundation Investment Growth Slowed Substantially Last Year Edelstein Comments on Changes to Nonprofit Financial Reporting

With Congress returning from its August recess, this is the question on tax-savvy Americans’ minds. Many valuable tax breaks aren’t permanent, so Congress has to pass legislation extending them to keep them in effect. Unfortunately,

The tax treatment of investment income varies, and not just based on whether the income is in the form of dividends or interest. Qualified dividends are taxed at the favorable long-term capital gains tax rate

Choose malpractice coverage wisely All physicians must have malpractice insurance. But all policies aren’t alike. It’s critical to choose one that fits the practice’s needs. Otherwise, the practice could find itself in a tenuous financial

If you’re a collector, donating from your collection instead of your bank account or investment portfolio can be tax-smart. When you donate appreciated property rather than selling it, you avoid the capital gains tax you

This month’s newsletter includes the following: FASB Proposal May Mean Big Changes for Nonprofits New Revenue Recognition Model to Affect Nonprofits The Affordable Care Act is Here to Stay: What Nonprofits Need to Know Read

Teenagers’ retirement may seem too far off to warrant saving now, but IRAs can be perfect for teens precisely because they’ll likely have many years to let their accounts grow tax-deferred or tax-free. The 2015