News & Resources

 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

Recently, the IRS released the 2016 annually adjusted amount for the unified gift and estate tax exemption and the generation-skipping transfer (GST) tax exemption: $5.45 million (up from $5.43 million in 2015). But even with the

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “Act Now to Lower Your 2015 Taxes,” which provides a checklist and guidance on key areas as year-end approaches. “For example, some investors may have

This month’s newsletter includes the following: Donor-Advised Funds Continue Rapid Growth One-third of Americans Lack Faith in How Charities Spend Money IRS’s Focus on Worker Classification Read the entire newsletter.

While tax consequences should never drive investment decisions, it’s critical that they be considered — especially by higher-income taxpayers, who may be facing the 39.6% short-term capital gains rate, the 20% long-term capital gains rate and

Donations to qualified charities are generally fully deductible, and they may be the easiest deductible expense to time to your tax advantage. After all, you control exactly when and how much you give. But before

Edelstein’s business valuation and forensic accounting principal, Jason Pierce, recently published an article on November 4, 2015 in Financial Valuation and Litigation Expert. Pierce writes, “Valuation analysts are often asked to assist counsel with unique

If you’re saving for college, consider a Section 529 plan. Although contributions aren’t deductible for federal purposes, plan assets can grow tax-deferred. (Some states do offer tax incentives for contributing.) Distributions used to pay qualified

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “How Executives Can Minimize the Retirement Tax Hit,” which discusses how planning ahead can reduce the tax burden on employees who cash in stock awards and

On Wednesday, a group of twenty four Edelstein colleagues, including two clients, went to the Boston Center for Adult Education for an afternoon of cooking lessons.  We had a great time working together to create