Recent Posts

Quarterly Healthcare Advisory

How Healthy Is Your Practice? Happy New Year from your advisors at Edelstein. Jonathan Gorski and Chris Swain were published in HFMA Advisor with their article, “How Healthy Is Your Practice? It’s Time for the

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Posted In: Alerts & Advisories, Articles

Taking Time Today To Plan For Tomorrow

The Business Valuation and Forensic accounting team has released another installment in their series of educational videos. In this video, Taking Time Today To Plan For Tomorrow, Marc Bello and Jesse Gillett talk about planning.

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Posted In: Alerts & Advisories, Videos

Creating and Measuring Sustainable Enterprise Value in the Food Business

Business Valuation team members Jesse Gillett and Ross Yogel will be presenting about Creating and Measuring Sustainable Enterprise Value in the Food Business on Tuesday, January 17 from 6:00-7:30PM at Hope & Main in Warren,

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Posted In: Events, Resources

Fall of giving

This Fall brought some wonderful in office and out of office community service events for our firm. We gladly partner with Building Impact to facilitate the majority of our activities which allows us to continually connect

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Posted In: Events, News

Scott B. Kaplowitch Appointed Managing Partner of Edelstein & Company

BOSTON (January 5, 2017) – Edelstein & Company, LLP announced today that Scott B. Kaplowitch, CPA has been appointed Managing Partner of the firm, effective January 1, 2017. Mr. Kaplowitch succeeds William Mahoney who steps

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Posted In: Alerts & Advisories, News

Tax Alert- 2017 Q1 tax calendar: Key deadlines for businesses and other employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2017. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply

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Posted In: Alerts & Advisories

Tax Alert- Few changes to retirement plan contribution limits for 2017

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for 2017. The only limit that has increased from the 2016 level is for contributions to

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Posted In: Alerts & Advisories

Edelstein Announces Principal Promotions

We are happy to announce the promotion of four of our managers to principal.  These individuals are enthusiastic and hard-working members of our firm whom we are excited to welcome to the principal level.  Congratulations

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Posted In: Alerts & Advisories, News

Forbes 2017 Investment Guide

Forbes issued their 2017 Investment Guide which provides strategies on everything for the coming year. Various articles have been compiled to create this year’s guide, including the recently published, “Why Big Donors Are Fast-Tracking Charitable Gifts

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Posted In: Alerts & Advisories, Articles, News

Marc Bello and Jason Pierce in Massachusetts Lawyers Weekly

Business Valuation and Forensic Accounting Partner Marc Bello and Principal Jason Pierce were published in Massachusetts Lawyers Weekly with their article, “Contentious divorces: when to call in a forensic accountant,” which discusses the benefits of engaging

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Posted In: Articles