Archive for July, 2017

Bob Babine presents at MA Brewer’s Guild Boot Camp

On Monday, July 24th, 2017, Principal Bob Babine presented at the Massachusetts Brewers Guild New Brewery Bootcamp.  He discussed taxes, business structure and POS sales.  The boot camp included a robust agenda with sessions from founders

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Posted In: Events

July Nonprofit Newsletter

This month’s newsletter includes the following topics: Planned Giving: An Option To Consider 8 Tips to Determine Your Not-for-Profit’s Year-End Read the entire newsletter here. Also, be sure to check out our nonprofit industry podcast.

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Posted In: Alerts & Advisories

Next episode of Nonprofit Industry Podcast released

Edelstein’s nonprofit partner Alfonso Perillo is joined by Tina Cantu, an involved board member at a variety of nonprofits throughout New England to discuss items athletes and high profile individuals should consider if they’re interested

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Posted In: Alerts & Advisories, Resources

Tax Alert- 3 midyear tax planning strategies for individuals

In the quest to reduce your tax bill, year end planning can only go so far. Tax-saving strategies take time to implement, so review your options now. Here are three strategies that can be more

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Posted In: Alerts & Advisories

Tax Alert- 3 midyear tax planning strategies for business

Tax reform has been a major topic of discussion in Washington, but it’s still unclear exactly what such legislation will include and whether it will be signed into law this year. However, the last major

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Posted In: Alerts & Advisories

Edelstein’s Women’s Initiative hosts Connect Through Collaboration

On June 22, 2017, Edelstein’s Women’s Initiative Committee hosted Connect Through Collaboration, a morning of networking and brainstorming with members of the women’s initiative committees from Bowditch & Dewey and Brown Brothers Harriman.  The group

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Posted In: Events

Tax Alert- Own a vacation home? Adjusting rental vs. personal use might save taxes

Now that we’ve hit midsummer, if you own a vacation home that you both rent out and use personally, it’s a good time to review the potential tax consequences: If you rent it out for

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Posted In: Alerts & Advisories

Asset Management Industry Update

Edelstein & Company’s valuation team is pleased to present you with our first ever asset management industry update, with public insights geared towards privately held managers.  This piece, intended to be part of an ongoing

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Posted In: Alerts & Advisories

Video Release: Join Us At Edelstein

Organized. Personable. Problem solvers. These are all words that describe us here at Edelstein. Learn more about our environment and culture, the interesting work we do, and the types of career paths we cultivate.

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Posted In: News, Resources, Videos