Author Archive : Edelstein

Edelstein’s Events

Don’t be left in the dark: shedding light on fraud On October 6, 2016, the accounting and auditing department hosted a variety of clients at the UMass Club for a seminar about fraud risks and

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Posted In: Events

BREXIT 1 – Exchange Rate Bonanza

The weaker pound has highlighted a range of investment opportunities in the UK. Commercial property is one of the investment opportunities where the low value of the pound means great deals are available. You would

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Posted In: Alerts & Advisories, News

Does My Balance Sheet Balance?

The Business Valuation and Forensic Accounting team has released the fourth installment of a series of educational videos.  In this video, Does My Balance Sheet Balance?, Principal Jason Pierce focuses on family law as it

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Posted In: Alerts & Advisories, News, Videos

Edelstein’s Surrounded By Success Panel

On Thursday, October 27, Edelstein’s Women’s Initiative Committee hosted the Surrounded By Success panel in which the entire firm was invited to attend and hear three speakers discuss their personal and professional successes.  The panel

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Posted In: Events

November 2016 Nonprofit Newsletter

This month’s newsletter includes the following: Financial Accounting Standards Board’s new standards for nonprofit financial statements – webinar November 16 6 ways not-for-profits can fortify ethics IRS plans More Efficient audits of Tax-Exempt Groups AICPA

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Posted In: Alerts & Advisories

Scott Kaplowitch quoted in The Wall Street Journal, “U.S. Businesses Brace for Uncertainty”

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “U.S. Businesses Brace for Uncertainty,” which discusses the Trump win impact on U.S. businesses as it relates to trade pacts, overseas operations, and corporate tax

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Posted In: Alerts & Advisories, Articles, News

Tax Alert- There’s still time to set up a retirement plan for 2016

Saving for retirement can be tough if you’re putting most of your money and time into operating a small business. However, many retirement plans aren’t difficult to set up and it’s important to start saving

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Posted In: Alerts & Advisories

Edelstein’s Renovated Office

This past spring and summer, Edelstein’s office space underwent renovations at our existing location.  Furniture was refreshed, standing desks are now offered in every office and cube, and the colors of our rebrand were tied

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Posted In: Alerts & Advisories

Tax Alert- Beware of income-based limits on itemized deductions and personal exemptions

Many tax breaks are reduced or eliminated for higher-income taxpayers. Two of particular note are the itemized deduction reduction and the personal exemption phaseout. Income thresholds If your adjusted gross income (AGI) exceeds the applicable

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Posted In: Alerts & Advisories

Scott Kaplowitch in Wall Street Journal, “Be Careful When Passing Down a Roth IRA”

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “Be Careful When Passing Down a Roth IRA,” which outlines four common mistakes that are made when planning to pass along a Roth and ways

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Posted In: Articles