News & Resources

The Protecting Americans from Tax Hikes Act of 2015 (PATH Act) extended a wide variety of tax breaks, in some cases making them permanent. Extended breaks include many tax credits — which are particularly valuable

This Fall, we took part in some fantastic community service events that not only brought us together as co-workers, but to help people in need. Many of these events are made possible through our affiliation

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, the limits remain unchanged for 2016: Type of limit 2016 limit Elective deferrals to 401(k), 403(b), 457(b)(2) and 457(c)(1) plans $18,000 Contributions

New Social Security rules will have a significant impact on when couples decide to start claiming their Social Security benefits. Financial planners and tax advisors were taken by surprise with the elimination of two popular

On December 18, the Senate passed — and the President signed into law — the Protecting Americans from Tax Hikes Act of 2015 (PATH Act), which the House had passed on December 17. The act

Jason Pierce, Edelstein’s business valuation and forensic accounting principal, was recently published on NACVA and CTI’s website regarding digital currencies.  The article, “explores how digital currencies originated, their attributes, and how they should be considered

We are happy to announce the promotion of five of our managers to principal.  These individuals are dedicated, hard-working, leaders whom we are excited to welcome to the principal level.  Congratulations to Bob, Mike, Greg, Kate,

This month’s newsletter includes the following: Preventing and detecting fraud at not-for-profits The Crowdfunding Phenomenon Philanthropy’s 2015 Buzzwords The Largest U.S. Charities For 2015 Read the entire newsletter.

Earlier this week, Valuations Senior Associate, Ross Yogel, was published in the Boston Bar Association’s Family Law Newsletter discussing Small Businesses, Divorce, and Alternatives to Valuation.  His article explores how to “recognize if the business

After you reach age 70½, you must take annual required minimum distributions (RMDs) from your IRAs (except Roth IRAs) and, generally, from your defined contribution plans (such as 401(k) plans). You also could be required