Scott Kaplowitch – Edelstein & Company, LLP

Scott Kaplowitch Contributes to Bloomberg Tax Article

Edelstein — Tue, 03 Nov 2020 15:10:18 +0000

Managing Partner, Scott Kaplowitch, was an author in the Bloomberg Tax article, “2020 May Hold Unpleasant Tax Surprises for Telecommuters.” This piece goes over which states are attempting to assist individual taxpayers in avoiding double taxation, which states are not assisting in that process, and what Congress might do. Frank Sennott and Win Grimm of Ropes Wealth Advisors were also contributors to this piece.

To read the full article, click here.

Scott Kaplowitch to present at virtual “Board of Advisors” roundtable discussion

Edelstein — Wed, 07 Oct 2020 05:37:12 +0000

Today, Wednesday October 7, 2020, Managing Partner, Scott Kaplowitch will be presenting at a virtual “Board of Advisors” roundtable discussion. This event will include a select group of business advisors coming together to assess the legal, tax and M&A issues facing private businesses during these challenging times.

Topics for discussion will include:

The State of the M&A and PE market,
Rethinking products and initiatives,
Effective estate planning and tax strategies to consider, and
Raising funds in a constrained growth cycle.

Scott will be focusing his discussion on effective estate planning and tax strategies. If you are a business decision maker and would like to discuss these topics with one of our team members, email info@edelsteincpa.com to start the conversation.

Scott Kaplowitch to be a panelist on upcoming webinar

Edelstein — Thu, 25 Jun 2020 14:37:15 +0000

On Tuesday, June 30, 2020, Sapers & Wallack will be hosting a third Town Hall webinar in which panelists will share their latest insights around the SBA Paycheck Protection Program (“PPP”) and office re-opening best practices. Edelstein’s Managing Partner, Scott Kaplowitch, will address questions around PPP loan forgiveness and more. He’ll be joined by other experts to discuss matters pertinent to attendees.

Scott Kaplowitch on NBC 10 Boston

Edelstein — Thu, 23 Apr 2020 13:43:10 +0000

Our Managing Partner, Scott Kaplowitch, was asked to share his expertise around stimulus checks by NBC 10 Boston. If you didn’t see his interview live, make sure to check it out here.

Scott Kaplowitch on WHDH Channel 7 News

Edelstein — Thu, 16 Apr 2020 11:53:43 +0000

Last night, Managing Partner Scott Kaplowitch, shared some helpful insights about stimulus checks on WHDH Channel 7 News Boston. If you didn’t catch this interview live, be sure to check it out here.

Managing Partner Scott Kaplowitch Co-hosts Lawyers & Accountant Annual Reception

Edelstein — Thu, 23 Jan 2020 14:00:52 +0000

On Tuesday, January 21, 2020, Managing Partner, Scott Kaplowitch, co-hosted Combined Jewish Philanthropy’s (CJP) annual Lawyers & Accountants Reception. The event took place at the Fairmont Copley Plaza Hotel. “Lessons of Leadership for Israel and America” was the theme of the event. The Washington Institute’s David Makovsky and Ambassador Dennis Ross were the featured speakers.

CJP’s mission is to inspire and mobilize the diverse Boston Jewish community to engage in building communities of learning and action that strengthen Jewish life and improve the world. Scott was extremely proud to help organize and make this event the success it was. Funds raised from this event support more than 100 social service agencies, synagogues, day schools and programs—locally, in Israel, and overseas.

At Edelstein, we value giving back to our profession and the communities in which we live by offering our time, resources, and talents.

Scott Kaplowitch Speaks at the Business Fundamentals Bootcamp

Edelstein — Fri, 01 Nov 2019 16:01:45 +0000

Today, Managing Partner Scott Kaplowitch, presented about Finance & Administration at the Business Fundamentals Bootcamp at CIC Boston. He taught ‘Choose Your Entity Wisely and How to Compensate Your Employees’ to the audience of mature and growing companies. Three break out sessions focused on the event’s theme “Riding the Business Roller Coaster – The Various Stages of Organizational Growth and Success!” The Bootcamp concluded with a panel presentation including four experts sharing their insights. This event is a great resource for businesses of varying scopes to both learn about relevant topics and network with others in similar positions.

Scott Kaplowitch presents at AGN fall Symposium

Edelstein — Thu, 24 Oct 2019 13:01:07 +0000

Earlier this week, Managing Partner, Scott Kaplowitch, presented at AGN‘s Fall Symposium. The event took place in Atlanta, Georgia and Scott shared his expertise on Trusts & Estates. The symposium included agenda items such as:

Federal Income Tax Update,
International Tax Opportunities and Challenges,
State and Local Tax in 2019,
Understanding the R&D Credit, and
Opportunity Zones.

We always look forward to the opportunity to network and learn with our AGN colleagues. We are proud to be a member firm of this global organization of independent accounting firms. As an AGN Member firm, we have access to the most up-to-date regulations and best practices throughout the world, allowing us to serve clients no matter where they live or conduct business. We have access to business advice globally through the nearly 200 member firms in over 80 countries worldwide.

Edelstein & Company Sponsors Upcoming Business Fundamentals Bootcamp

Edelstein — Tue, 22 Oct 2019 16:17:07 +0000

The next Business Fundamentals Bootcamp, sponsored by Edelstein & Company LLP, will be held on November 1, 2019 at CIC Boston. The theme of this event is, “Riding the Business Roller Coaster – The Various Stages of Organizational Growth and Success!” Click here to register and for more information.

Managing Partner, Scott Kaplowitch, will present, “Choose your entity wisely and how to compensate your employees.”