News & Resources

Summer is a popular time to move, whether it’s so the kids don’t have to change schools mid-school-year, to avoid having to move in bad weather or simply because it can be an easier time

In a recent Forbes article, the question of what job hoppers should do with their old 401(k)’s was posed. Partner Denis Higgins was at the ready to answer and provide a real-life example.  Read the

Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2017. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to

On Wednesday, June 21, 2017, Jason Pierce will present how to value an acquisition target at the Institute for Management Accountants’ (IMA) Annual Conference & Expo in Denver, Colorado. His session will provide an overview of

The tax consequences of the sale of an investment, as well as your net return, can be affected by a variety of factors. You’re probably focused on factors such as how much you paid for

Edelstein’s nonprofit partner Alfonso Perillo hosts this industry focused podcast where he’ll sit down with individuals from various professions with a focus on nonprofit organizations. In this two-part episode, A Conversation About Private Foundations, Alfonso

With school letting out you might be focused on summer plans for your children (or grandchildren). But the end of the school year is also a good time to think about Coverdell Education Savings Accounts

Managing Partner Scott Kaplowitch was quoted in the Financial Advisor article, “Little Tax Plan Promises Big Benefits For Wealthy Clients,” which takes a closer look at the Trump administration’s proposed tax law changes. The piece covers

Partner Denis Higgins was quoted in the Forbes article, “Tune-Up Your 401(k).” This piece shares a list of items to think through when checking on your 401(k). Higgins suggested a list of questions to consider

On June 7th, 2017, Jason Pierce will present to the American Academy of Matrimonial Lawyers (AAML). The Massachusetts chapter invited Jason to speak about Digital Currencies, including specific attributes, the origins of such currencies, and