Archive for September, 2018

Edelstein Celebrates 50- Our affiliations

An important piece of who we are as a firm relates to the organizations that we’re members of.  We value the relationships, connections and networks that we have gained through our affiliations with AGN International

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Posted In: Alerts & Advisories

Tax Alert- Tax planning for investments gets more complicated

For investors, fall is a good time to review year-to-date gains and losses. Not only can it help you assess your financial health, but it also can help you determine whether to buy or sell

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Posted In: Alerts & Advisories

Edelstein Sponsors 2018 Leading By Example Conference

Edelstein is proud to be a lead sponsor for the Leading By Example: Best Practices in Charitable Giving conference taking place on Thursday, October 4, 2018. The Boston Foundation, Boston College and Ropes & Gray LLP host

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Posted In: Events, Sponsorships

Accounting & Audit Alert- Cash vs. accrual reporting: Which is right for your business?

Small businesses often use the cash-basis method of accounting. As businesses grow, they usually convert to accrual-basis reporting for federal tax purposes and to conform with U.S. Generally Accepted Accounting Principles (GAAP). Starting this tax

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Posted In: Alerts & Advisories

Team Edelstein at St. Jude Boston Walk/Run

As we entered into our 50th anniversary year here at Edelstein, we announced our participation in five larger scale community service events to commemorate one per decade that we have been in business.  On Saturday, September 22,

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Posted In: Events

Hear From Our Partners- 50 Years At Edelstein

We are excited to be celebrating 50 years at Edelstein! Hear from our partners in this clip and stay tuned for our full-length firm history video being released later this month.

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Posted In: News, Videos

Jason Pierce recognized with USA 500 Club’s Biggest Giver Award

USA 500 Clubs’ is an organization comprised of senior and partner level trust advisors, which is focused on developing relationships and increasing commerce.  Annually, the organization recognizes a member who has gone above and beyond

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Posted In: Alerts & Advisories, Awards, News

Tax Alert-The tax deduction ins and outs of donating artwork to charity

If you’re charitably inclined and you collect art, appreciated artwork can make one of the best charitable gifts from a tax perspective. In general, donating appreciated property is doubly beneficial because you can both enjoy

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Posted In: Alerts & Advisories

Emerging Tax Alert- 3 bills form Tax Reform 2.0

On September 13, the House Ways and Means Committee passed three separate bills that will be the cornerstone of what is being referred to as Tax Reform 2.0. The bills focus on making permanent certain

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Posted In: Alerts & Advisories

Accounting & Audit Alert- Sustainability reports look beyond the numbers

In recent years, environmental, social and governance (ESG) issues have become a hot topic. Many companies voluntarily include so-called “sustainability disclosures” about these issues in their financial statements. But should the Securities and Exchange Commission

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Posted In: Alerts & Advisories