Archive for October, 2020

2020-2021 Tax Planning Guide Released

Do your tax strategies need a refresh? With individuals and businesses coping with the impact of the COVID-19 pandemic and some new tax laws going into effect, you probably have questions about tax planning this

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Posted In: Resources

Tax Alert- Buying and selling mutual fund shares: Avoid these tax pitfalls

If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise sales You may already have made taxable “sales” of part of your mutual fund investment without

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Posted In: Alerts & Advisories

Marc Bello to be on the Faculty for MCLE’s ‘Trying Divorce Cases’

On Friday, October 23, 2020, Business Valuation & Forensic Accounting Partner, Marc Bello, will be on the faculty for the Massachusetts Continuing Legal Education’s (MCLE) ‘Trying Divorce Cases’ program. Items on the agenda include: Analyzing

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Posted In: Events

Accounting & Audit Alert- Avoiding conflicts of interest with auditors

A conflict of interest could impair your auditor’s objectivity and integrity and potentially compromise you company’s financial statements. That’s why it’s important to identify and manage potential conflicts of interest. What is a conflict of

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Posted In: Alerts & Advisories

Casey Blake Quoted in AAM’s ‘Growth Strategies for Business Development’

Marketing Director, Casey Blake, was quoted in the Association for Accounting Marketing’s (AAM) publication, “Growth Strategies for Business Development.” This quarter’s edition focused on networking in a virtual world, how aligning marketing and business development

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Posted In: Articles

Marc Bello to present at two MCLE Webinars

Business Valuation & Forensic Accounting Partner, Marc Bello, will be presenting at two Massachusetts Continuing Legal Education (MCLE) webinars this week. On Wednesday, October 14, 2020, Marc will be on the faculty for the Complex

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Posted In: Events

Scott Kaplowitch to present at virtual “Board of Advisors” roundtable discussion

Today, Wednesday October 7, 2020, Managing Partner, Scott Kaplowitch will be presenting at a virtual “Board of Advisors” roundtable discussion. This event will include a select group of business advisors coming together to assess the

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Posted In: Events

Accounting & Audit Alert- Gifts in kind: New reporting requirements for nonprofits

On September 17, the Financial Accounting Standards Board (FASB) issued an accounting rule that will provide more detailed information about noncash contributions charities and other not-for-profit organizations receive known as “gifts in kind.” Here are

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Posted In: Alerts & Advisories

Relief for those impacted by recent natural disasters

Have you been impacted by recent natural disasters like Hurricane Sally or the wildfires in California and Oregon? Depending on your location, you may qualify for tax relief and we encourage you to take a

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Posted In: News

Edelstein Acquires R.J. Gold & Company

Edelstein expands its footprint outside of Boston Boston, Massachusetts (October 1, 2020)- Edelstein & Company, a premier mid-sized CPA firm renowned for tax, audit, accounting, advisory, business valuation, and forensic accounting services, today has acquired

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Posted In: News