Archive for Events Category

Jason Pierce to present Business Accounting and Risk Mitigation during COVID-19

On Tuesday, June 16, 2020, Partner Jason Pierce will be presenting Business Accounting and Risk Mitigation during COVID-19 for the Business Lawyers Network. During this discussion, Pierce will address the impacts COVID-19 has had on

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Posted In: Events, Resources

Marc Bello presents Impact of COVID-19 on Business Valuations for Divorce Webinar

On Wednesday, April 29, 2020, Business Valuation partner, Marc Bello, will be presenting the Impact of COVID-19 on Business Valuations for Divorce. The Greater Newburyport Bar Association has put together this webinar opportunity to share

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Posted In: Alerts & Advisories, Events, Resources

February 2020 at Edelstein

It seems like just last week, we released our, “January at Edelstein” video recap. Time flies when you’re busy doing great work, serving the community, and celebrating National Muffin Day. Here are some in-office and

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Posted In: Events, Videos

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

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

Edelstein Hosts Lunch & Learn with Atlas Wealth Strategies and MEFA

Last week, we hosted a Lunch & Learn with Atlas Wealth Strategies and MEFA. Edelstein’s Tax Partner, Kate Rooney was joined by John Galego and Michelle Hallenbeck from Atlas Wealth Strategies, and Julie Shields-Rutyna from

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Edelstein’s Quarterly Firm-wide Meeting

At Edelstein, we began having quarterly firm-wide meetings to provide updates to our entire team. Here is some of the information we shared: Re-stated our themes for the year which were announced at our State

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Posted In: Events

Managing Partner Scott Kaplowitch Co-hosts Lawyers & Accountant Annual Reception

On Tuesday, January 21, 2020, Managing Partner, Scott Kaplowitch, co-hosted Combined Jewish Philanthropy’s (CJP) annual Lawyers & Accountants Reception. The event took place at the Fairmont Copley Plaza Hotel. “Lessons of Leadership for Israel and

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Annual State of the Firm: A new spin on an Edelstein tradition

Annually, we host our State of the Firm meeting in which the entire firm comes together to reflect on our past year and look forward to the next.  This year, we took a different approach by

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Posted In: Events

Edelstein Hosts Annual Tax Timely Topic Breakfast

On November 12th, 2019, we hosted our Annual Tax Timely Topic Breakfast at the UMass Club. The morning started with our IT Director, Mike Bisso, presenting on Security Awareness. After that, a panel consisting of

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Posted In: Events