News & Resources

This month’s newsletter covers: Program-Related Investments (PRI) Funding Operating Costs Tax Deductions for Charitable Gifts Extends to April 15th Read the entire newsletter.

Online Guides will Reflect Tax Law Changes Click on either icon below to reach a wealth of information! As usual, reach out to us if you have questions about any of the information posted in

Partner Scott Kaplowitch was quoted in the Wall Street Journal article, “The Trouble with Trustees,” discussing the circumstances involving decisions made by a  trustee. The beneficiary should come up with a list of reasons why

This month’s newsletter covers: Accounting and Auditing Updates Where the Money Goes Matters Liaisons Between City and State Governments and Nonprofits Advantages of Having Digital Annual Reports Read the entire newsletter.

October 2014 Nonprofit Newsletter This month’s newsletter covers: Revenue Recognition Standards Nonprofit Employment Rises Amidst Recession Who is Donating? Ex-Police Chief Indicted for Theft in Charitable Organization Data Collection: Asset or Expense? Read the entire newsletter.

Edelstein One of Only 50 Accounting Firms Recognized Nationally BOSTON (September 5, 2014) – – Edelstein & Company LLP, a Boston certified public accounting and business consulting firm, has been named one of the nation’s

September 2014 Nonprofit Newsletter This month’s newsletter covers: Director Independence Appreciated Stock Provides Greater Tax Benefits than Cash Impact Investing as a Growing Trend The Social Impact Calculator Senate Panel Finds IRS Guilty of Inappropriate Search

This month’s newsletter covers: The Popularity of Remainder Trusts Increases as Boomers Age Charities with Annual Funds More Likely to Meet Total Fundraising Goals Foundations Need to Alter Attitudes Facebook Helps Rally Support But Doesn’t

As a board member, Kerry will work with Thomson Reuters to meet their high quality standards, provide editorial direction and serve as subject matter expert for the Rx Practice Management publication.  “This is an excellent

July 2014 Nonprofit Newsletter This month’s newsletter covers: New IRS Rules on Nonprofit Politicking to Come in Early 2015 IRS Releases EZ Application for Charity Status Charities Tray New Strategies as Fundraising Rebounds Website of