Recent Posts

Tax Alert- September 16: Do you have to make a payment?

If you’re self-employed and don’t have withholding from paychecks, you probably have to make estimated tax payments. These payments must be sent to the IRS on a quarterly basis. The third 2019 estimated tax payment

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Posted In: Alerts & Advisories

2019-2020 Tax Planning Guide Released

Do your tax planning strategies need a refresh? With most of the changes from the Tax Cuts and Jobs Act having gone into effect last year, many taxpayers faced some surprises when they filed their

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Posted In: News, Resources

Edelstein Recognized in Massachusetts Lawyers Weekly

Thank you to Massachusetts Lawyers Weekly and its readers for recognizing us as a top five firm in the following categories: Accounting, Appraisal Service, Experts, Forensic Accounting, and Litigation Consulting Services. We’re honored to be

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Posted In: Awards, News

Resource for You: Video Education Series

In 2016, we began sharing information through our Business Valuation Video Education Series. Our leaders discussed topics spanning from forecasting to balance sheets, and EBITDA to reading a K-1. We hope you’ll find these videos

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Posted In: Videos

Accounting & Audit Alert- Getting a handle on intangibles

The average company’s balance sheet understates its value by 80%, according to Sarah Tomolonius, co-founder of the Sustainability Investment Leadership Council. Why? Intangible assets aren’t recorded on the balance sheet under U.S. Generally Accepted Accounting

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Posted In: Alerts & Advisories

Healthcare Advisory- Improve the efficiency of your practice

Many medical practices suffer from a range of bottlenecks and redundancies that waste time and energy. These broadly fall into several practice areas, including the front office, the back office and the physicians. This article

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Posted In: Alerts & Advisories, Articles

Tax Alert- Taking distributions from your traditional IRA

If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (including a SEP-IRA). It’s even more critical to carefully plan for withdrawals from these retirement-savings vehicles. Knowing

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Posted In: Alerts & Advisories

Accounting & Audit Alert- What to expect during a franchise audit

It’s important for franchisors to periodically audit individual franchisees. These routine “check-ups” are especially valuable in a store’s early years of operations or if performance starts to deteriorate. They can be used to detect symptoms

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Posted In: Alerts & Advisories

Accounting & Audit Alert- Reporting discontinued operations

Financial reporting generally focuses on the results of continuing operations. But sometimes businesses sell (or retire) a product line, asset group or another component. In certain situations, such a disposal should be reported as a

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Posted In: Alerts & Advisories

Tax Alert- The tax implications of being a winner

If you’re lucky enough to be a winner at gambling or the lottery, congratulations! After you celebrate, be ready to deal with the tax consequences of your good fortune. Winning at gambling Whether you win

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Posted In: Alerts & Advisories