News & Resources

We’re excited to announce that we have won a Gold Impact Award for 2014 from Building Impact.  Building Impact strengthens communities by providing individuals and companies with the knowledge and opportunity to volunteer, donate, and connect

Jason Pierce will present at the MCLE Family Law Conference on Friday, April 10, 2015.  He’ll be a panelist for the “Alimony and Child Support” session at the MCLE Conference Center as part of this

The deadline for 2014 IRA contributions is April 15, 2015. The limit for total contributions to all IRAs generally is $5,500 ($6,500 if you were age 50 or older on Dec. 31, 2014). If you

This month’s newsletter covers: Half of Nonprofits Plan to Add Jobs This Year, Study Finds Top Trends in Philanthropy for 2015 Is There Really a Difference Between Nonprofits and For Profits? Read the entire newsletter

Generally, you’ll need to file a gift tax return for 2014 if, during the tax year, you made gifts: That exceeded the $14,000-per-recipient gift tax annual exclusion (other than to your U.S. citizen spouse), That

Edelstein & Company’s Business Valuation and Forensic Accounting department’s thought leaders Marc Bello, Partner, and Jason Pierce, Principal, recently published an article on March 2, 2015 in Massachusetts Lawyers Weekly discussing the value of forensic

We’re excited to announce our sponsorship of Greentown Labs.  Greentown Labs enables entrepreneurs to solve the world’s biggest energy and environmental challenges by offering 33,000 sq. ft. of prototyping lab and co-located office space, shared

Alfonso Perillo will present at the Associated Grant Makers’ workshop, Financial Statements 2.0, on Thursday, March 19, 2015.  Accounting principles used to prepare financial statements will be covered and participants will have the opportunity to work

Scott Kaplowitch will present about Finance & Administration at the Business Fundamentals Bootcamp  on Friday, March 6, 2015 at CIC Boston.  He will teach ‘Getting Your Accounting World in Shape’ to the audience of primarily

Investment interest — interest on debt used to buy assets held for investment, such as margin debt used to buy securities — generally is deductible for both regular tax and alternative minimum tax purposes. But