News & Resources

Finding the right person to head up your company’s finance and accounting department can be challenging in today’s tight labor market. While it may be tempting to simply promote an existing employee, external candidates may

Kate Rooney is passionate about helping her clients achieve financial security by using the right tax planning tools and strategies. Whether sharing information about new tax rules, advising on wealth transfer strategies or solving an

Last Friday, Building Impact came to Edelstein for an in office community service event. We volunteered our time to support youth mental health by assembling Valentine’s Day card making kits for children and adolescents cared

If you’re getting ready to file your 2019 tax return, and your tax bill is higher than you’d like, there may still be an opportunity to lower it. If you qualify, you can make a

Last week, we hosted a Lunch & Learn with Atlas Wealth Strategies and MEFA. Edelstein’s Tax Partner, Kate Rooney was joined by John Galego and Michelle Hallenbeck from Atlas Wealth Strategies, and Julie Shields-Rutyna from

Contingent liabilities reflect amounts that your business might owe if a specific “triggering” event happens in the future. Sometimes companies are unclear when they’re required to report a contingent liability on their financial statements under

At Edelstein, we began having quarterly firm-wide meetings to provide updates to our entire team. Here is some of the information we shared: Re-stated our themes for the year which were announced at our State

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first significant retirement-related legislation in more than a dozen years. It brings many changes that affect employers of all sizes, including some that

Today is #DataPrivacyDay and we’d like to remind you about our IT Consulting Services. Data Privacy Day is an international effort to empower individuals and encourage businesses to respect privacy, safeguard data and enable trust