Archive for July, 2017
By Edelstein on July 31, 2017
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
By Edelstein on July 28, 2017
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
By Edelstein on July 27, 2017
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
By Edelstein on July 26, 2017
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
By Edelstein on July 18, 2017
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
By Edelstein on July 12, 2017
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
By Edelstein on July 11, 2017
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
By Edelstein on July 7, 2017
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
By Edelstein on July 6, 2017
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