Author Archive : Edelstein

Edelstein recognizes International Women’s Day

We invited our staff to wear purple today in recognition of International Women’s Day (March 8, 2016) and to acknowledge the work that our Women’s Initiative has achieved since its founding in 2011.  In the past year

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Posted In: Events, News

IRS Alerts of Phishing Scheme Involving W-2s

Payroll and HR Professionals Beware Earlier this week, the IRS issued an alert specifically targeted for human resources and payroll professionals to be aware of an email scheme.  This phishing scheme appears to come from

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Posted In: Alerts & Advisories

New Lease Accounting

On February 25, 2016, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) No. 2016-02, Leases (Topic 842). This new ASU is effective for fiscal years beginning after December 15, 2018 for a

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Posted In: Alerts & Advisories

Tax Alert- What’s your charitable donation deduction?

When it comes to deducting charitable gifts, all donations are not created equal. As you file your 2015 return and plan your charitable giving for 2016, it’s important to keep in mind the available deduction:

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Posted In: Alerts & Advisories

Jason Pierce Presents Minimizing Client Risks for Estate and Gift Valuations

Business valuation and forensic accounting principal, Jason Pierce, will discuss Minimizing Client Risks for Estate and Gift Valuations on Monday, March 7th through the Merrimack Valley Estate Planning Council.  The dinner presentation will include: The

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Posted In: Events

Principal Promotion Spotlight: Kyle Shukie

In December, we proudly announced the promotion of five of our managers to the principal level.  Today we’re highlighting Kyle Shukie, a principal on our tax team. On his promotion, Shukie said, “After my internship

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Posted In: News

February 2016 Nonprofit Newsletter

This month’s newsletter includes the following: Electronic Payment Required for Form PC Filers Greg Rogers’ Nonprofit Special Events Reporting Whitepaper Giving Up 1.6%, Online Gifts Still In Single Digits Tax-Exempt Update Read the entire newsletter.

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Posted In: Alerts & Advisories

Tax Alert- How to max out education-related tax breaks

If there was a college student in your family last year, you may be eligible for some valuable tax breaks on your 2015 return. To max out your education-related breaks, you need to see which

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Posted In: Alerts & Advisories

Work Opportunity Tax Credit

The PATH Act extended the Work Opportunity Tax Credit for five years AND expanded the definition of eligible employees to include the long-term unemployed. If you’re considering hiring someone who falls in one of the targeted

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Posted In: Alerts & Advisories, News

Edelstein wins fifth Gold Building Impact Award

We’re happy to announce that we have won a Gold Impact Award for 2015 from Building Impact.  Building Impact strengthens communities by providing individuals and companies with the knowledge and opportunity to volunteer, donate, and connect

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Posted In: Awards, News