Archive for Articles Category

Scott Kaplowitch Contributes to Bloomberg Tax Article

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

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Posted In: Articles

Jason Pierce Article Published in The Value Examiner

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

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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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Retirement and RMD Refresh

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

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Posted In: Alerts & Advisories, Articles, Resources

Emerging Tax Alert- The SECURE Act changes the rules for employers on retirement plans

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

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Edelstein & Jonathan Gorski highlighted in Healthcare Tech Outlook magazine

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.’

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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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Jonathan Gorski’s OnlineMBA.com Q&A

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

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Healthcare Advisory- Improve the efficiency of your practice

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

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Posted In: Alerts & Advisories, Articles

Valuation Multiples: Meaningful or Murky?

We’ve heard so many stories over the years from owners and executives who have called their friend in banking and found that their company’s valuation multiple should be “8 times EBITDA”, and then called their

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Posted In: Alerts & Advisories, Articles, News