Archive for October, 2016

Edelstein’s Renovated Office

This past spring and summer, Edelstein’s office space underwent renovations at our existing location.  Furniture was refreshed, standing desks are now offered in every office and cube, and the colors of our rebrand were tied

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Posted In: Alerts & Advisories

Tax Alert- Beware of income-based limits on itemized deductions and personal exemptions

Many tax breaks are reduced or eliminated for higher-income taxpayers. Two of particular note are the itemized deduction reduction and the personal exemption phaseout. Income thresholds If your adjusted gross income (AGI) exceeds the applicable

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Posted In: Alerts & Advisories

Scott Kaplowitch in Wall Street Journal, “Be Careful When Passing Down a Roth IRA”

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “Be Careful When Passing Down a Roth IRA,” which outlines four common mistakes that are made when planning to pass along a Roth and ways

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Posted In: Articles

Tax Alert-What the self-employed need to know about employment taxes

In addition to income tax, you must pay Social Security and Medicare taxes on earned income, such as salary and self-employment income. The 12.4% Social Security tax applies only up to the Social Security wage

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Posted In: Alerts & Advisories

Marc Bello To Present at MCLE Seminar

On Friday, October 28, 2016, Partner Marc Bello will present at MCLE’s Trying Divorce Cases seminar.  Attendees will have the unique opportunity to observe seasoned domestic relations practitioners and financial experts in action. The program

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Posted In: Events

October 2016 Nonprofit Newsletter

This month’s newsletter includes the following: New Overtime Rules take effect December 1, 2016 Focus on Furniture; how we worked with The Furniture Trust to repurpose our outgoing office furniture during our recent office renovation

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Posted In: Alerts & Advisories

Edelstein Proudly Sponsors Leading By Example Conference

Edelstein is proud to be a lead sponsor for the Leading By Example: Best Practices in Charitable Giving conference taking place on Thursday, October 20, 2016. The Boston Foundation, Boston College and Ropes & Gray LLP

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Posted In: Events, Resources

Jesse Gillett published in Bloomberg BNA

Business Valuation manager Jesse Gillett was published in Bloomberg BNA’s Mergers & Acquisitions Law Report.  Gillett discusses the important consideration of working capital when performing due diligence, negotiating deals, and in working out post-deal issues. 

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Posted In: Articles

Tax Alert- Are you timing business income and expenses to your tax advantage?

Typically, it’s better to defer tax. One way is through controlling when your business recognizes income and incurs deductible expenses. Here are two timing strategies that can help businesses do this: Defer income to next

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Posted In: Alerts & Advisories

Marc Bello Keynote at Massachusetts Paralegal Association Annual Meeting

On Thursday, October 13th, Marc Bello will be the featured keynote speaker alongside Express Employment Professionals’, Monica Horan, at the Massachusetts Paralegal Association’s (MPA) Annual Meeting.  As a business valuation and forensic accounting expert, Marc

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Posted In: Events