News & Resources

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

Annually, we host our State of the Firm meeting in which the entire firm comes together to reflect on our past year and look forward to the next.  This year, we took a different approach by

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

The U.S. Senate has passed, and President Trump is expected to sign into law, a broad package of reforms aimed at the IRS. Among other things, the Taxpayer First Act contains several new protections for

To help make sure you don’t miss any important 2019 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are due. Please review the calendar and let us know if

On January 1, 2019, we announced that six of our principals were promoted to partner, including Kate Rooney of our tax department.  Since 2011, Kate has been an integral part of our firm – not

Edelstein & Company LLP announced today that six principals have been promoted to partner, effective January 1, 2019. We’re proud to share that Bob Babine, Michael Barbera, Emily Matthews, Jason Pierce, Kate Rooney and Kyle

shukie The IRS has announced its 2019 cost-of-living adjustments to tax items that might affect you. Many of the amounts increased to account for inflation, but some remained at 2018 levels. As you implement 2018

On November 13, 2018, five members of Edelstein’s tax team presented a panel on the Tax Cuts and Jobs Act (TCJA).  Panelists Mike Antonelli, Scott Kaplowitch, Keith LeBlanc, Emily Matthews, and Kate Rooney discussed a

On Wednesday, November 14, 2018, tax principal, Kate Rooney, will present to the Society of Financial  Service Professionals’ Boston chapter.  She’ll discuss year end tax planning as it relates to personal tax planning opportunities. The