Archive for February, 2020

Accounting & Audit Alert- 4 steps to a stronger balance sheet

Roughly half of CFOs believe an economic recession will hit by the end of 2020, and about three-quarters expect a recession by mid-2021, according to the 2019 year-end Duke University/CFO Global Business Outlook survey. In

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Posted In: Alerts & Advisories

Edelstein Assembles Snowman Soup for Seniors

Yesterday, Building Impact came to Edelstein for an in office community service event. We volunteered our time to support seniors who may be experiencing loneliness by assembling Snowman Soup packs and writing cards to be

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Posted In: Events

Accounting & Audit Alert- FAQs about audit confirmations

Auditors use various procedures to verify the amounts reported on your financial statements. In addition to reviewing original source documents and comparing trends from prior years, they may reach out to third parties — such

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Posted In: Alerts & Advisories

2020 Largest Accounting Firms Announced

We are, once again, proud to announce that we have been named as a top firm in Massachusetts by the Boston Business Journal.  Published on February 13th, 2020, we are ranked as the 18th largest

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Posted In: Awards

529 Plan Fridays

Last week, we introduced 529 Plan Fridays, in which Tax Partner, Kate Rooney will answer one question each week about 529 Plans. In January, Kate presented on this topic which generated a Q&A session specifically about

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Posted In: Resources

Emerging Tax Alert- The SECURE Act likely to affect your retirement and estate plans

In late 2019, the first substantial legislation related to retirement savings since 2006 became law. The Setting Every Community Up for Retirement Enhancement (SECURE) Act brings numerous changes to the retirement and estate planning landscape,

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Posted In: Alerts & Advisories

Accounting & Audit Alert- 4 key traits to look for when hiring a CFO

Finding the right person to head up your company’s finance and accounting department can be challenging in today’s tight labor market. While it may be tempting to simply promote an existing employee, external candidates may

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Posted In: Alerts & Advisories

529 Plan Fridays

Kate Rooney is passionate about helping her clients achieve financial security by using the right tax planning tools and strategies. Whether sharing information about new tax rules, advising on wealth transfer strategies or solving an

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Posted In: Resources

Edelstein spreads Valentine Joy with Building Impact

Last Friday, Building Impact came to Edelstein for an in office community service event. We volunteered our time to support youth mental health by assembling Valentine’s Day card making kits for children and adolescents cared

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Posted In: Events

Tax Alert- There still might be time to cut your tax bill with IRAs

If you’re getting ready to file your 2019 tax return, and your tax bill is higher than you’d like, there may still be an opportunity to lower it. If you qualify, you can make a

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Posted In: Alerts & Advisories