News & Resources

Earlier this month, Business Valuation partner, Marc Bello, and principal, Jason Pierce, were published in the Boston Bar Association’s Family Law Newsletter with their article, The Impact of the Tax Cuts and Job Act on Family

Some of your medical expenses may be tax deductible, but only if you itemize deductions and have enough expenses to exceed the applicable floor for deductibility. With proper planning, you may be able to time

Strong internal controls can help prevent and detect fraud. That’s why Section 404(a) of the Sarbanes-Oxley Act (SOX) requires a public company’s management to annually assess the effectiveness of internal controls over financial reporting. And

Many people choose to pass assets to the next generation during life, whether to reduce the size of their taxable estate, to help out family members or simply to see their loved ones enjoy the

Audit opinions differ depending on the information available, financial viability, errors discovered during audit procedures and other limiting factors. The type of opinion your auditor issues tells stakeholders whether you’re in compliance with accounting rules

On Tuesday, October 23, 2018 from 1:00-2:00PM EST, Principal Jason Pierce will present on the Beyond Litigation: Maximizing the Benefits of Financial Forensics webinar. Pierce will join two other industry experts as they discuss how financial forensics

The Tax Cuts and Jobs Act (TCJA) was packed with goodies for businesses, but it also seemed to eliminate the popular meal expense deduction in some situations. Now, the IRS has issued transitional guidance —

If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA to qualified charitable organizations without owing any income tax on the distributions. This break may

Companies often grant licenses to others allowing them to use intellectual property — such as a patent or proprietary computer code — in exchange for royalties. Licensors can hire an external audit firm to ensure

On this date, October 1st, in 1968, Edelstein & Company, LLP became officially incorporated as a business. After a few years as a sole practitioner, our founder Alan M. Edelstein, decided that the time was