Archive for August, 2017
By Edelstein on August 24, 2017
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
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Posted In: Articles, Resources
By Edelstein on August 22, 2017
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
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Posted In: Alerts & Advisories
By Edelstein on August 21, 2017
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
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Posted In: Resources
By Edelstein on August 17, 2017
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
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Posted In: Alerts & Advisories, News
By Edelstein on August 15, 2017
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
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Posted In: Awards, News
By Edelstein on August 11, 2017
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
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Posted In: Events, Resources
By Edelstein on August 9, 2017
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
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Posted In: Alerts & Advisories
By Edelstein on August 8, 2017
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,
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Posted In: Events
By Edelstein on August 3, 2017
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,
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Posted In: Events