Recent Posts

Glenn Gates, JD and Greg Rogers, CPA, authored article, “IRS Reporting Requirements for U.S. Persons with Interests in Foreign Accounts,” for SumNews, Summer 2014

Glenn Gates, a tax principal, and Greg Rogers, a nonprofit audit manager, co-authored an article for the MSCPA quarterly magazine, SumNews, about the new IRS rules that impose increased scrutiny over U.S. individuals and business

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Posted In: Articles

The Inaugural Healthcare Advisory

To enhance our ongoing communication with our clients and friends of the firm, the Healthcare Team at Edelstein & Company LLP has created a monthly Healthcare Advisory. Our goal is to keep you informed about

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Posted In: Alerts & Advisories

June 2014 Nonprofit Newsletter

This month’s newsletter covers: Double-edge Sword of Receiving Government Awards Mass SJC Rules that Conservation Land is Exempt from Property Tax Small and Midsize Foundations’ Assets Grew 14% in 2013 Fidelity Reports that Giving from

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Posted In: Alerts & Advisories

Jason Pierce Presents “Understanding Financial Statements for MCLE

Jason Pierce will present at the MCLE Family Law Financial Summer School 369 Series, June 16, 2014. He will teach, “Understanding Business Financial Statements,” at the MCLE Conference Center as part of this continuing education

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Posted In: Events

You are Invited to the Next Treasurer’s Forum, “Inner Workings of Nonprofit Financial Statements,” on Wednesday, June 25, 2014

Inner Workings of Nonprofit Financial Statements Wed. Jun, 25, 8:00 – 10:00 a.m. LOCATION: Edelstein & Company LLP, 160 Federal St., Boston Did you know that the financial statements of Massachusetts nonprofits are available on

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Posted In: Events

Greg Rogers, Nonprofit CPA, Quoted in the June 5, 2014 Boston Globe article

Greg Rogers, a manager on the Edelstein & Company, LLP, Nonprofit Team, was quoted in an article in the Boston Globe Metro West section on June, 5, 2014, “$3.6m Medway athletic complex OK’d, but rift

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Posted In: Articles, News

What You Need to Know About the Foreign Banks and Accounts Reporting Requirements

Any U.S. person with a financial interest in or signature authority over a foreign bank account must file a Form 114, Report of Foreign Bank and Financial Accounts (FBAR), if the aggregate value of all

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Posted In: Alerts & Advisories

Managing Partner, Bill Mahoney, is Recognized as New Chairman of MSCPA at the May 14 Annual Meeting

Bill Mahoney, Managing Partner, became the new Chairman of the Board of Directors of the Massachusetts Society of CPAs on May 1, 2014. Bill was among those acknowledged at the May 14 MSCPA Annual Meeting

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Posted In: Awards, Events, News, Sponsorships

Partner, Kerry Johnson, Will Facilitate Women in Accounting Breakfast – The Partner Track

This breakfast, developed by the MSCPA’s Women in Accounting Committee, will provide women members who are interested in becoming a partner in a public accounting firm with the opportunity to hear about partnership from professionals

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Posted In: Events

“Creating success by the numbers,” Managing Partner, William D. Mahoney, is Profiled in Boston Business Journal, May 2, 2014

Bill Mahoney is featured in this executive profile as he becomes the “state’s new CPA chief” on May 1st. The article highlights Bill’s 34-year career at Edelstein & Company and how he has grown the

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Posted In: Articles, News