News & Resources

  On June 19, 2018, three members of Edelstein’s Tax Team presented a tax timely topic update regarding the Tax Cuts and Jobs Act (TCJA). Principal Kate Rooney presented on law changes impacting individuals, trusts,

On May 21, 2018, Tax Principal Kate Rooney was quoted in the Accounting Today article, “Lessons from the 2018 tax season.”  This tax season was unique as many preparers spent time explaining the impacts of

     On November 14, 2017, three Edelstein team members presented a tax timely topic update to an audience of clients and business contacts. Glenn Gates provided an International Tax Update, Kate Rooney presented on Qualified Tuition Plans (“529”)

With the possibility of significant tax reform legislation this year, tax planning is more complicated yet more important than ever. To save the most, you need to be sure you’re taking advantage of every tax

Today, Edelstein’s Women’s Initiative Committee hosted the Ignite What Matters panel in which the entire firm was invited to attend and hear three speakers share their personal career journeys around the themes of leadership, mentorship,

On June 22, 2017, Edelstein’s Women’s Initiative Committee hosted Connect Through Collaboration, a morning of networking and brainstorming with members of the women’s initiative committees from Bowditch & Dewey and Brown Brothers Harriman.  The group

In December, we proudly announced the promotion of five of our managers to the principal level. Today we’re highlighting Kate Rooney, a principal on our tax team. Kate is passionate about helping her clients achieve

Principal Kate Rooney was quoted in Nightly Business Report’s article, “Should you claim Social Security early?” which discusses the new Social Security rules and the impact on your claiming strategy.  Nightly Business Report is produced by CNBC.

Tax Principal, Kate Rooney, was published this week in Financial Advisor discussing the new Social Security rules and their planning implications. New Social Security rules will have a significant impact on when couples decide to

 Train Your Head To Think Fast On Your Feet On October 22, 2015, the accounting and auditing department hosted a variety of clients at Laugh Boston.  Attendees were led by Improv Asylum and Laugh Boston