Author Archive : Edelstein

Webinar: A Tale of Two Audits: Fight or Flight vs. Calm and Cool

Join Rosalie Miller and Greg Rogers, managers in Edelstein & Company’s Nonprofit Group, on Wednesday, April 30, 2014, 12:00 to 12:30 p.m. for an informative webinar on how to prepare for year end audits, reviews

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Posted In: Events, News

Alfonso Perillo to Present at the Associated Grant Makers Financial Statement Workshop on May 21, 2014

Partner, Alfonso Perillo, and Pamela Labonte Masky of GMA, will lead a workshop on understanding nonprofit financial statements, “What’s the Story Behind the Numbers? A Grant Maker’s Guide to Understanding Nonprofit Financial Statements” on Wednesday,

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Posted In: Events

Nonprofit Newsletter April 2014

In this newsletter: Form 990: What’s New for 2013 Foundation Assets Reach Highest Level Since Downturn A New Guide Helps Foundations Become More Transparent Many Groups Seek New Sources of Funds as Economy Recovers, Study

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Posted In: Alerts & Advisories

Understanding and Avoiding the Medicare Surtax Real Estate Pitfalls (Banker & Tradesmen, April 14, 2014)

Scott Kaplowitch, leader of the firm’s Tax Group, discusses the impact of the 3.8% Net Investment Income Tax on real estate professionals and how they can minimize if not avoid, an increase in their tax

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Posted In: Articles

Marc Bello Will Be a Panelist at 17th Annual MCLE Family Law Conference 2014

Join partner, Marc Bello, at the 17th Annual MCLE Family Law Conference 2014, the largest family law program of its kind in Massachusetts, on Friday, April 11. The conference provides timely and practical information on some

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Posted In: Events

Edelstein & Company Wins Third Gold Building Impact Award at the March 27 Non-Gala Event

Edelstein & Company is proud to announce that it won its third Gold Building Impact Award at the March 27 Building Impact Non-Gala event. This annual event honors sponsors, board members and firms like Edelstein

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Posted In: Awards, News

Marc Bello Speaks at MCLE Family Law Year-in-Review 2014 Conference

Join partner, Marc Bello, at the upcoming MCLE Family Law Year-in-Review: Case Law Update 2014 on Tuesday, March 4. Marc will be part of an expert panel which will cover topics such as asset division,

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Posted In: Events

Edelstein & Company is Proud to Partner with the Arts & Business Council to Bring You the Treasurer’s Forum

Edelstein & Company LLP has partnered with the Arts & Business Council of Boston to create and host the Treasurer’s Forum—an educational series and professional network to support the dedicated treasurers, CFOs, and executive directors

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Posted In: Events, Sponsorships

Partner, Scott Kaplowitch, Quoted In Boston Globe on Gift Tax

Scott Kaplowitch, partner at Edelstein & Company LLP, is quoted in this Boston Globe article, “Rules on gift tax, in all its varieties, can confuse,” on how he helped his clients successfully use the tax

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Posted In: Articles, News

How Medical Practices Can Prevent a Cash Flow Crisis Resulting from ICD 10 Implementation

Partner, Jonathan Gorski, highlights five ways to prevent a cash flow crisis that may result from likely delays and disruptions to reimbursement from third party payers when ICD 10 is full implemented on Oct. 1,

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Posted In: Alerts & Advisories