News & Resources

Tax Partner, Michael Barbera, was quoted in the Accounting Today article titled, “The best season … or the worst?” This piece discusses the hot issues of this filing season. “We’ve seen more issues regarding Section

Last week, Business Valuation Partner Jason Pierce, presented at Massachusetts Continuing Legal Education’s (MCLE) Cutting Edge Issues Conference with a focus on Western, MA.  Jason joined Hon. Ellen M. Randle and Kelly Koch, Esq. to present

Do you want to save more for retirement on a tax-favored basis? If so, and if you qualify, you can make a deductible traditional IRA contribution for the 2018 tax year between now and the

Simplifying the accounting rules for convertible debt and equity Distinguishing between liabilities and equity on a company’s balance sheet may seem straightforward. But difficulties arise when it comes to the terms of complex securities and

Partner Marc Bello’s thoughts on alimony deductions were included in the Boston Bar Association article titled, “BBA Endorses Fix for Alimony-Deductibility Conundrum.” Recent changes in federal tax law generated conversations around alimony and tax deductions

Still working after age 70½? You may not have to begin 401(k) withdrawals If you participate in a qualified retirement plan, such as a 401(k), you must generally begin taking required withdrawals from the plan

In recognition of Women’s History Month, the Massachusetts Society of CPAs (MSPCA) shared a Women’s Leadership Spotlight highlighting 15 women making an impact in the accounting industry.  Edelstein’s Marketing Manager, Casey Blake, was among the

Tax Partner, Emily Matthews, was recently interviewed by CityBizList Boston to share her expert guidance on what retirees should be aware of when filing taxes in 2019.  Read her advice here.

Managing Partner, Scott Kaplowitch, was quoted in the U.S. News & World Report article, “How to File Back Taxes.”  This piece highlights why filing for back taxes is essential if your previous years’ returns were

Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine whether you’re required to file a 2018 gift tax return — or whether filing one