Archive for Events Category

Marc Bello & Jesse Gillett to be Faculty at MCLE Program

On Tuesday, June 28, Business Valuation & Forensic Accounting Partners, Marc Bello and Jesse Gillett, will be the faculty for the MCLE program, ‘Business Valuation for Attorneys‘. Business valuations can assist attorneys with gift and

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Edelstein Announces Additional Investments in People and Processes

At Edelstein’s recent Quarterly Firm Wide Meeting, Chief Operating Officer, Michelle Walsh, announced a new series of investments that the firm has made in our team and firm processes. People focused investments expanded employee benefits

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MassCPAs Provided Industry Update at Edelstein’s Firm Wide Meeting

On May 23, 2022, Edelstein hosted our quarterly firm wide meeting for our team members. Zach Donah, Senior Director of Advocacy, and Kara Kieran, Chief Operating Officer, joined us from the MassCPAs to provide an

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Marc Bello to Participate in Upcoming MCLE Program

On Thursday, May 19, 2022, Business Valuation & Forensic Accounting Partner, Marc Bello, will be participating in MCLE’s program, ‘Understanding Business Financial & Tax Concepts in Divorce Law’. This program teaches core financial knowledge commonly

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Scott Kaplowitch To Present At Event For Business Owners, Founders, & CEOs

On Tuesday, May 3, 2022, Managing Partner, Scott Kaplowitch will be presenting at Northern Trust’s event, ‘Navigating Risk and Protecting Enterprise Value’. This event is a great opportunity for Business Owners, Founders, & CEOs to

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Marc Bello to Present at Upcoming MCLE Event

On Wednesday February 9, 2022, Marc Bello, Business Valuation & Forensic Accounting Partner, will be a speaker at the MCLE’s 60 Minute Lawyer Program, Locating People, Property & Assets. The program is aimed to educate

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Emily Matthews Presents at Womxn Building Wealth Event

On January 19, 2022, Emily Matthews, Tax Partner, presented at a Womxn Building Wealth event. Womxn Building Wealth is a, “community whose mission is to help womxn create financial freedom and security through education and

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Annual State of the Firm: Making Connections

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, many aspects of our event

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Edelstein’s Building Opportunities in a Challenging World Panel

On November 4, 2021, Edelstein’s Women’s Initiative hosted the Building Opportunities in a Challenging World panel. All firm members were invited to attend to hear three speakers share how they have turned challenges into opportunities

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Edelstein Hosts Second Firm-Wide Diversity, Equity, & Inclusion Training

On Wednesday, October 20, 2021, Edelstein hosted our second firm-wide diversity, equity, and inclusion training, led by Jina Etienne, CPA, CGMA of Etienne Consulting. The presentation was titled, ‘The Authenticity Myth – Why It Takes

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