News & Resources

Tax Principal, Kate Rooney, was published this week in Financial Advisor discussing the new Social Security rules and their planning implications. New Social Security rules will have a significant impact on when couples decide to

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

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

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “Act Now to Lower Your 2015 Taxes,” which provides a checklist and guidance on key areas as year-end approaches. “For example, some investors may have

Edelstein’s business valuation and forensic accounting principal, Jason Pierce, recently published an article on November 4, 2015 in Financial Valuation and Litigation Expert. Pierce writes, “Valuation analysts are often asked to assist counsel with unique

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “How Executives Can Minimize the Retirement Tax Hit,” which discusses how planning ahead can reduce the tax burden on employees who cash in stock awards and

Edelstein’s business valuation and forensic accounting principal, Jason Pierce, recently published an article on September 21, 2015 in Massachusetts Lawyers Weekly discussing alimony payments.  Pierce writes, “Alimony is the payment of support from a spouse

In his recently published Xconomy.com article, Partner Scott Kaplowitch asks, “When is a stock option a golden ticket, when is it of no consequence, and when is it a losing proposition? These are important questions for people

Partner Scott Kaplowitch was quoted in the Wall Street Journal article, “A New Tax Break for Married Couples” discussing the Internal Revenue Service’s recently released final rules detailing a substantial estate-and-gift tax break for married

On April 15, 2015, Tim O’Connor wrote an article, How to overcome common restaurant finance hurdles, for Restaurant Hospitality.  In this publication, Tim determined 5 key factors that weigh heavily on any loan application based