Archive for June, 2015

Nonprofit Alert

The New York Non-Profit Revitalization Act of 2013, which became effective July 1, 2014, revises the financial oversight requirements nonprofits must adhere to if soliciting contributions in New York State.  Massachusetts nonprofits who solicit in

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Posted In: Alerts & Advisories

Tax Alert- Opening the “back door” to a Roth IRA

A potential downside of tax-deferred saving through a traditional retirement plan is that you’ll have to pay taxes when you make withdrawals at retirement. Roth plans, on the other hand, allow tax-free distributions; the tradeoff

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Posted In: Alerts & Advisories

Tax Alert- Married with a large estate? Why you still need a credit shelter trust

Even though portability now allows married couples to use up both spouses’ estate tax exemptions without having to make lifetime asset transfers or set up trusts, this “easier” path isn’t necessarily the better path. For

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Posted In: Alerts & Advisories

June 2015 Nonprofit Newsletter

This month’s newsletter covers: How Nonprofits Can Effectively Work with Donor Advised Funds Tips to Better Manage Nonprofit Finances More About New Nonprofit Reporting Standards Read the entire newsletter.

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Posted In: Alerts & Advisories

Marc Bello and Jason Pierce Present at NACVA and CTI’s 2015 Annual Consultants’ Conference

Edelstein thought leaders Marc Bello and Jason Pierce will present at the Annual Consultants’ Conference taking place in New Orleans, LA.  They’ll present a Business Valuation and Financial Forensics Case Law update on June 25,

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Posted In: Events

We’re Hiring!

Does this job hunt check list sound familiar? Grow and develop your career, build relationships, have your ideas valued, and be more than just a number?  If you answered yes, you’ve found your CPA firm. 

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Posted In: Alerts & Advisories, News

Tax Alert- Watch out for tax consequences when hiring telecommuters outside your state

If you allow employees to telecommute, be sure to consider the potential tax implications. Hiring someone in another state, for example, might create sufficient nexus to expose your company to that state’s income, sales and

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Posted In: Alerts & Advisories