News & Resources

We’ve been busy participating in community service events at Edelstein these past few months. We’re proud to work closely with Building Impact to organize these events that allow us to connect with and help people

Giving away assets during your life will help reduce the size of your taxable estate, which is beneficial if you have a large estate that could be subject to estate taxes. For 2016, the lifetime

This summer, principal Jason Pierce has taken part in some exciting speaking opportunities. Jason presented about Finance & Administration at the Business Fundamentals Bootcamp on Friday, June 10, 2016 at The Wellesley Country Club.  He provided

Satisfying Personal Pledges through Donor Advised Funds and Private Foundations With the recent growth of donor advised funds (“DAF”) and the use of private foundations (“PF”) as an estate/tax planning tool, donors are tapping into

Last year a break valued by many charitably inclined retirees was made permanent: the charitable IRA rollover. If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your

You can only deduct losses from an S corporation, partnership or LLC if you “materially participate” in the business. If you don’t, your losses are generally “passive” and can only be used to offset income

The income tax credit for certain energy-efficient home improvements and equipment purchases was extended through 2016 by the Protecting Americans from Tax Hikes Act of 2015 (the PATH Act). So, you still have time to

IRS Warns of Scams The IRS has recently issued warnings about two scams that are being used in order to try and obtain personal information from taxpayers. One of the recent scams involves IRS impersonators

Executives and other key employees are often compensated with more than just salary, fringe benefits and bonuses: They may also be awarded stock-based compensation, such as restricted stock or stock options. Another form that’s becoming