News & Resources

By Alfonso Perillo and Pamela Labonte Maksy Online charity rating systems are a good compliance tool, yet financial due diligence for grantmaking does not begin or end with that search. Sound financial analysis is possible

Converting a traditional IRA to a Roth IRA can provide tax-free growth and the ability to withdraw funds tax-free in retirement. But what if you convert a traditional IRA — subject to income taxes on

With the possibility of significant tax reform legislation this year, tax planning is more complicated yet more important than ever. To save the most, you need to be sure you’re taking advantage of every tax

BOSTON (August 17, 2017) – – Edelstein & Company, LLP announced today that David McKay has joined the firm as a Partner and will serve as the Assurance Practice Leader.  Mr. McKay was previously Partner

We are proud to announce that Edelstein has been named as one of the Top 200 (#190) accounting firms in the nation by Inside Public Accounting (IPA), up from last year’s ranking of 192. This is IPA’s

In October, Partner Marc Bello gave the presentation, Trying Divorce Cases, an overview of Business Valuation and Methodology to the MCLE audience.  Marc covers: How to recognize if you’ll need to conduct a valuation, Key

Most of the talk about possible tax legislation this year has focused on either wide-sweeping tax reform or taxes that are part of the Affordable Care Act. But there are a few other potential tax

On Thursday, August 10th, Principal Jason Pierce will discuss business valuation for start-ups at Launch Alaska in Anchorage, AK. Launch Alaska powers the founders of the future of energy.  Their mission is to bring together,

Today, Edelstein’s Women’s Initiative Committee hosted the Ignite What Matters panel in which the entire firm was invited to attend and hear three speakers share their personal career journeys around the themes of leadership, mentorship,