Archive for October, 2019

Emerging Tax Alert- Business year-end tax planning in a TCJA world

The first tax-filing season under the Tax Cuts and Jobs Act (TCJA) was a time of uncertainty for many businesses as they struggled with the implications of the law’s sweeping changes for their bottom lines.

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Posted In: Alerts & Advisories

Emerging Tax Alert- It’s not too late to trim your 2019 tax bill

Fall is in the air and that means it’s time to turn your attention to year-end tax planning. While several clear strategies and tactics emerged during the first tax filing season under the Tax Cuts

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Posted In: Alerts & Advisories

Accounting & Audit Alert- Valuing profits interests in LLCs

The use of so-called “profits interest” awards as a tool to attract and retain skilled workers has increased, as more companies are being structured as limited liability companies (LLCs), rather than as corporations. But accounting

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Posted In: Alerts & Advisories

Scott Kaplowitch presents at AGN fall Symposium

Earlier this week, Managing Partner, Scott Kaplowitch, presented at AGN‘s Fall Symposium.  The event took place in Atlanta, Georgia and Scott shared his expertise on Trusts & Estates.  The symposium included agenda items such as:

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Posted In: Events

Tax Alert- Selling securities by year end? Avoid the wash sale rule

If you’re planning to sell assets at a loss to offset gains that have been realized during the year, it’s important to be aware of the “wash sale” rule. How the rule works Under this

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Posted In: Alerts & Advisories

Edelstein & Company Sponsors Upcoming Business Fundamentals Bootcamp

The next Business Fundamentals Bootcamp, sponsored by Edelstein & Company LLP, will be held on November 1, 2019 at CIC Boston. The theme of this event is, “Riding the Business Roller Coaster – The Various

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Posted In: Events, Sponsorships

Accounting & Audit Alert- Reasons why cash is king

In financial reporting, investors and business owners tend to focus on four key metrics: 1) revenue, 2) net income, 3) total assets and 4) net worth. But, when it comes to gauging short-term financial performance

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Posted In: Alerts & Advisories

Bob Babine’s Massachusetts Brewers Guild article

Partner, Bob Babine, was published this week by the Massachusetts Brewers Guild with his article, “How To Analyze Your Cash Flow.”  In it, he walks readers through a simplified process of managing cash in Excel,

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Posted In: Articles, Resources

Marc Bello to present at MCLE’s Trying Divorce Cases

On Friday, October 18, 2019, Marc Bello will present at MCLE’s Trying Divorce Cases workshop. He will provide an overview of business valuation and methodology. The agenda is full of topical and insightful courses, including:

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Posted In: Events

Accounting & Audit Alert- Nonprofits: New alternatives for reporting goodwill and other intangibles

Did you know that the Financial Accounting Standards Board (FASB) recently extended the simplified private-company accounting alternatives to not-for-profit organizations? Many merging nonprofits, including educational institutions and hospitals, welcome these practical expedients. Here are the

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Posted In: Alerts & Advisories