News & Resources

Years of robust construction activity in Boston as well as in other Massachusetts’ economies has brought us numerous valuation and modeling projects focused in this space. Shareholder disputes, consulting projects and divorces alike have reinforced

Managing Partner, Scott Kaplowitch, was an author in the Bloomberg Tax article, “2020 May Hold Unpleasant Tax Surprises for Telecommuters.” This piece goes over which states are attempting to assist individual taxpayers in avoiding double

Business Valuation & Forensic Accounting Partner, Jason Pierce, wrote an article to be published in the September/October 2020 edition of The Value Examiner.  The article, “Profit Margin Adjustments: The Fine Line Between Supporting a Conclusion

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

In times like these, it helps to refresh what we know on two important topics: retirement planning and Required Minimum Distributions (“RMDs”).  Recent legislative developments and the COVID-19 pandemic response have created opportunities with these

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first significant retirement-related legislation in more than a dozen years. It brings many changes that affect employers of all sizes, including some that

Edelstein & Company was named a Top 10 Medical Practice Management Consulting/Services Company in Healthcare Tech Outlook’s Medical Practice Management Edition. Healthcare Partner, Jonathan Gorski, was highlighted in their piece, ‘Maximizing Financial and Operational Performance.’

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,

In a recent piece from OnlineMBA.com, partner Jonathan Gorski was interviewed about pursuing his MBA as a CPA.  Gorski answered a number of questions about his career path, how his MBA enhanced his career, and

Many medical practices suffer from a range of bottlenecks and redundancies that waste time and energy. These broadly fall into several practice areas, including the front office, the back office and the physicians. This article