Author Archive : Edelstein

Jason Pierce to present at MSCPA Litigation Consulting & Business Valuation Committee Meeting

On Monday, February 7, 2017, Principal Jason Pierce will present at the Massachusetts Society of Certified Public Accountants Litigation Consulting & Business Valuation Committee Meeting.  The presentation will provide an overview of digital currencies, the taxation and regulatory

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Posted In: Events

Principal Promotion Spotlight: Keith LeBlanc

In December, we were proud to announce the promotion of four of our managers to the principal level.  Today we’re highlighting Keith LeBlanc, a principal on our tax team. Keith joined Edelstein in 2013 as

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Posted In: News

Mike Antonelli quoted in Financial Advisor

Partner Mike Antonelli was quoted in the recent Financial Advisor article, Make Taxes Great Again, which discusses potential tax shifts coming with President Trump.  Antonelli is quoted in the discussion around alternative minimum tax (AMT).

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Posted In: Alerts & Advisories, News

Crowdfunding: A Primer on an Increasingly Popular Tool for Nonprofit Fundraising

Audit & Assurance associates Lucio Barbalho and Caroline Serieka researched crowdfunding, the popular nonprofit fundraising tool. This article discusses donation-base crowdfunding and the way it is revolutionizing the way nonprofit organizations approach philanthropy. Crowdfunding:  A

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Posted In: Articles

Marc Bello and Jason Pierce Present at MCLE Family Law Financial Forensics Conference

On Tuesday, January 31, 2017, Partner Marc Bello, chairing the event, and Principal Jason Pierce will present at MCLE’s 2017 Family Law Financial Forensics Conference.  The presentation will address the financial issues in a pending

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Posted In: Events

Principal Promotion Spotlight: Abhijit Banerjee

In December, we were excited to announce the promotion of four of our managers to the principal level.  Today we’re highlighting Abhijit Banerjee, a principal on our healthcare team. On his promotion, Banerjee said, “I

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Posted In: News

Life Science Tax Incentive

Tax Associate Ryan Filker authored this Life Science Tax Incentive piece to explain how a company can qualify for the various Life Science credits, and maintain its certification by staying in conformance with the current

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Posted In: Alerts & Advisories, Articles

Tax Alert- The investment interest expense deduction: Less beneficial than you might think

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

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Posted In: Alerts & Advisories

Tax Alert- Deduction for state and local sales tax benefits some, but not all, taxpayers

The break allowing taxpayers to take an itemized deduction for state and local sales taxes in lieu of state and local income taxes was made “permanent” a little over a year ago. This break can

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Posted In: Alerts & Advisories

January 2017 Nonprofit Newsletter

This month’s newsletter includes the following: Who should be issued 1099-MISC forms? New IDR Procedures Meet With Praise, Some Compliance Concerns Form 1023-EZ Report Card Read the entire newsletter here.

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Posted In: Alerts & Advisories