Archive for June, 2017

June 2017 Nonprofit Newsletter

This month’s newsletter includes the following topics: Individual, Foundation, Corporate Giving All Rose Last Year IRS Announces Three New Members for Advisory Committee on Tax Exempt and Government Entities New Liquidity Disclosures for Not-for- Profits:

READ MORE

Posted In: Alerts & Advisories

Quarterly Healthcare Advisory

It’s sad to say, but not all doctors in physician practices get along. Whether they’re haggling over administrative matters or a partner’s job responsibilities, the strife it creates can turn a normally congenial practice into

READ MORE

Posted In: Alerts & Advisories

Tax Alert- Claiming a federal tax deduction for moving costs

Summer is a popular time to move, whether it’s so the kids don’t have to change schools mid-school-year, to avoid having to move in bad weather or simply because it can be an easier time

READ MORE

Posted In: Alerts & Advisories

Denis Higgins in “Job Hoppers: What To Do With Your Old 401(k)” article

In a recent Forbes article, the question of what job hoppers should do with their old 401(k)’s was posed. Partner Denis Higgins was at the ready to answer and provide a real-life example.  Read the

READ MORE

Posted In: Articles

Tax Alert-2017 Q3 tax calendar: Key deadlines for businesses and other employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2017. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to

READ MORE

Posted In: Alerts & Advisories

Jason Pierce presents at IMA’s Annual Conference and Expo

On Wednesday, June 21, 2017, Jason Pierce will present how to value an acquisition target at the Institute for Management Accountants’ (IMA) Annual Conference & Expo in Denver, Colorado. His session will provide an overview of

READ MORE

Posted In: Events

Tax Alert- Pay attention to the details when selling investments

The tax consequences of the sale of an investment, as well as your net return, can be affected by a variety of factors. You’re probably focused on factors such as how much you paid for

READ MORE

Posted In: Alerts & Advisories

Episode Two of Nonprofit Industry Podcast Released

Edelstein’s nonprofit partner Alfonso Perillo hosts this industry focused podcast where he’ll sit down with individuals from various professions with a focus on nonprofit organizations. In this two-part episode, A Conversation About Private Foundations, Alfonso

READ MORE

Posted In: Alerts & Advisories, Resources

Tax Alert- Coverdell ESAs: The tax-advantaged way to fund elementary and secondary school costs

With school letting out you might be focused on summer plans for your children (or grandchildren). But the end of the school year is also a good time to think about Coverdell Education Savings Accounts

READ MORE

Posted In: Alerts & Advisories

Scott Kaplowitch in Financial Advisor

Managing Partner Scott Kaplowitch was quoted in the Financial Advisor article, “Little Tax Plan Promises Big Benefits For Wealthy Clients,” which takes a closer look at the Trump administration’s proposed tax law changes. The piece covers

READ MORE

Posted In: Articles