During these deliberations, our representatives passionately advocated for our clients’ interests. The focal points of the discourse encompassed future budget planning and the imperative need to enhance reimbursement rates for critical healthcare services, specifically in the domains of urgent care, primary care, and outpatient specialty services.

We articulated a compelling case underscoring the indispensable role played by our private physician groups and urgent care clinics. This perspective was framed within the context of serving the extensive membership of over 2.3 million MassHealth beneficiaries. The emphasis throughout was on the pivotal contribution these entities make in ensuring comprehensive access to healthcare across the entire continuum of care for our constituents.

This strategic engagement marks a pivotal advancement in acknowledging the vital healthcare services our clients deliver to the most vulnerable patients and underserved communities throughout the state. It represents a noteworthy step forward in fostering a healthcare landscape that is responsive to the needs of our diverse population.

To learn more about Edelstein’s Healthcare Consulting services, contact Joanna Lambert at jlambert@edelsteincpa.com.

The event started with some welcome remarks from Scott. He shared his gratitude to our team members for continuing to provide exceptional client service and for their continued hard work. Michelle then followed with a summary of operational investments that the firm has made in 2023 and our goals for 2024.

We then welcomed Chris Allen of Always About People as our keynote speaker. Chris presented, ‘Human Hacks, Understanding the Needs of People’ and provided statistics to support the power of firms connecting with their people. He offered strategies on how Edelstein improve the work experience of our team members. His presentation concluded with a social ice breaker, which allowed for team members to get to know each other better.

After his keynote, Chris moderated our Executive Committee Panel. Our Executive Committee Panel included Scott Kaplowitch, Jonathan Gorski, David McKay, and Michelle Walsh. Chris asked them questions about their career journey and the people they relied on to get to the positions they are in today.

We celebrated the retirements of Rob Gold and Carmela Martel along with some milestone work anniversaries. We followed up our meeting with a snack break before starting our Community Service activity with Building Impact.

Edelstein team members worked with Building Impact to assemble 100 health and fitness kits for participants of the Warrior Health and Fitness Program. The program is dedicated to helping Veterans, Service Members, and their Families achieve their health and wellness goals through evidence-based exercise prescriptions, nutrition guidance, mindset coaching and social connections.

Edelstein is energized and eager to spend more time with our team, our clients, and our friends of the firm.

The event started with some welcome remarks from Scott. He shared his gratitude to our team members for continuing to provide exceptional client services, despite facing these challenges. Michelle then followed with a summary of operational investments that the firm has made in 2022 and how we will build on those in 2023.

The Partners of Edelstein then joined the stage for our, ‘Pulse of the Partners’ session. Scott asked our Partner group questions including what were their goals for 2023?, what challenges did they face in 2022?, and what success have they seen working in a hybrid environment. We then transitioned into a ‘Power Hour’. This included updates from our committees, how our departments are working together, creative growth strategies, and ways our team delivered exceptional client service.

We celebrated work anniversaries, the promotions of Dan Hegner, Elissa Dukeshire, Jonathan Liff, Kristen Leccacorvi, and Wendy McSheffrey, and commemorated the retirement of Mary Zelek. We followed up our meeting with a snack break before starting our Community Service activity with Building Impact.

Edelstein team members worked with Building Impact to create Holiday Gift Bundles for Plummer Youth Promise. We donated 100 bundles that included decorating a gift box, a gift card holder, a gift bag, hoodie, journal, wallet, gift card, Bluetooth headphones, and a clip on light. The activity included a video that educated us on Plummer Youth Promise and as well as an ice breaker activity in groups.

Edelstein is energized and eager to keep building to connect with our team, our clients, and our friends of the firm.

• How Will Negotiated Settlements in Complex Divorce Cases Be Impacted by the Mandated Three-Step Analysis for Determining Whether to Award Child Support or Alimony?
• How Will Family Law Judges Assess the Various Financial Issues Necessitated by the Court’s Ruling?
• What Is the Full Scope of the Contract Exception Permitting Spouses to Testify on Private Statements Concerning Potential Financial Obligations in the Context of Child Support and Alimony?
• Will Waivers of Alimony in Separation Agreements Survive Going Forward?

The agenda for this program include:

• Understanding the Engagement Including Standard of Value and Valuation Date,
• Financial Analysis and Fact Gathering,
• Valuation Approaches,
• Importance of the Valuation Date, and
• Tips to Critique a Business Valuation.

People focused investments expanded employee benefits including:

• Expanded Parental Leave Benefits that offers new parents up to 12 weeks of paid time off, as well as a phased return to work program,
• Compassionate Leave for individuals going through fertility treatments,
• PAWternity Leave for parents of new fur-babies, and
• New Spot Award program to reward individuals that go above and beyond.

The firm recently invested in a market compensation analysis to ensure compensation and benefits remain competitive in this current market. Beyond benefits, Edelstein has added a full time Learning & Development Manager to the team and revealed the highlights of the new training curriculum designed to support the on-going development of the team with a focus on career development and leadership.

With a focus on growth and scalability, our people are our biggest asset, and we want to always be a leader in the market.
The firm is taking the same approach with the internal operations, by modernizing the technology and streamlining internal processes to ensure our work is being done in the most efficient manner without compromising quality and security. Learn more about a career at Edelstein, here.

The agenda includes:

• Welcome and Introduction
• Core Financial Statements of a Business
  Balance Sheet; Income Statement; Statement of Cash Flow; Statement of Shareholders Equity / Partner’s Capital
• Deep Dive
  Depreciation; Retained Earnings; Cash v. Accrual; Accounting; Working Capital
• Key Concepts
• “Ask the Experts” Q&A Session

This roundtable will be moderated by Christopher Perry, President – Wealth Management, New England at Northern Trust. The speakers participating with Scott include, Jack Derby, President, Derby Management, Dale Sands, Director, Business Advisory Services Northern Trust, and Stephen Wilchins, Founding Partner, Wilchins Cosentino & Novins. Topics that will be covered, include:

• Business strategies: encountering internal and external risks,
• Tax planning: maximizing the enterprise value, and
• Exit planning: understanding today’s business climate.

You may email Anne Sternlicht, Senior Wealth Strategist with Northern Trust at as389@ntrs.com to register. Click here to see the full invitation.

• When and How to Seek the Assistance of a Private Investigator, Forensic Accountant or Computer Forensics Expert,
• How You as Counsel Can Help the Private Investigator, Forensic Accountant or Computer Forensic Expert Help You, and
• How to Identify When Bank Accounts or Investment Accounts May Be Missing.

There will be two other speakers joining Marc:

1. Michael Bates, Digital Forensics Examiner and Investigator at Byte Smart Forensics
2. Martin B. Kraft, Kraft Investigations Group, LLC (KIG)