Recent Posts

Casey Blake in Accounting Today

Marketing Specialist, Casey Blake, was quoted in Accounting Today’s article, “Did Your Tax Season Measure Up?” which reflects on the season that has just come to an end and how firms evaluate their success. Blake said that

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Posted In: Articles

Tax Alert- Individual tax calendar: Key deadlines for the remainder of 2017

While April 15 (April 18 this year) is the main tax deadline on most individual taxpayers’ minds, there are others through the rest of the year that are important to be aware of. To help

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Posted In: Alerts & Advisories

Tax Alert- A timely postmark on your tax return may not be enough to avoid late-filing penalties

Because of a weekend and a Washington, D.C., holiday, the 2016 tax return filing deadline for individual taxpayers is Tuesday, April 18. The IRS considers a paper return that’s due April 18 to be timely

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Posted In: Alerts & Advisories

Scott Kaplowitch in Wall Street Journal

Managing Partner Scott Kaplowitch was quoted in today’s Wall Street Journal article, “Divorced Couples, Put Aside Your Differences…for the Tax Break.”  The piece discusses how divorced couples often end up overpaying during the tax filing

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Posted In: Articles, News

March 2017 Nonprofit Newsletter

This month’s newsletter discusses whether your revenue is earned or contributed. Determining whether revenue is contributed or earned (also called an “exchange transaction”) is often clear cut. However, there are other times when the line to

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Posted In: Alerts & Advisories

Tax Alert- Who can — and who should — take the American Opportunity credit?

If you have a child in college, you may be eligible to claim the American Opportunity credit on your 2016 income tax return. If, however, your income is too high, you won’t qualify for the

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Posted In: Alerts & Advisories

Tax Alert- 2016 IRA contributions — it’s not too late!

Yes, there’s still time to make 2016 contributions to your IRA. The deadline for such contributions is April 18, 2017. If the contribution is deductible, it will lower your 2016 tax bill. But even if

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Posted In: Alerts & Advisories

Edelstein launches nonprofit industry podcast

Edelstein’s nonprofit partner Alfonso Perillo hosts this industry focused podcast where he’ll sit down with individuals from various professions with a focus on nonprofit organizations. In this first episode, Getting Your Nonprofit Audit In Gear,

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Posted In: Alerts & Advisories, Resources

Tax Alert- When an elderly parent might qualify as your dependent

It’s not uncommon for adult children to help support their aging parents. If you’re in this position, you might qualify for the adult-dependent exemption. It allows eligible taxpayers to deduct up to $4,050 for each

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Posted In: Alerts & Advisories

Industry Focus: Food & Beverage

INGREDIENTS MATTER (TM) We understand that operating a restaurant, franchise or brewery isn’t easy. The key ingredient for your success is to surround your business with advisors who have a depth and breadth of experience.

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Posted In: Resources