Archive for Articles Category

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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Posted In: Articles

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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Posted In: Articles, Resources

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

Lisa George in CityBizList

Human Resources Director, Lisa George, was recently interviewed by CityBizList Boston to share her insights and expertise on job searching.  Read her thoughts here.

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Bob Babine in Relationship Banking article

Partner, Bob Babine, collaborated with Boston Private to contribute to the article, “Relationship Banking: The Business Owner Benefits.”  This piece highlights the key reasons it pays to build rapport with a private banker.  According to Babine,

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Michael Barbera in Accounting Today

Tax Partner, Michael Barbera, was quoted in the Accounting Today article titled, “The best season … or the worst?” This piece discusses the hot issues of this filing season. “We’ve seen more issues regarding Section

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Posted In: Articles