Archive for Events Category

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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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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Jonathan Gorski shares insights at roundtable

On Tuesday, October 29th, Partner Jonathan Gorski presented at Highland Healthcare Associates IPA’s Business Roundtable. The theme of the event was Maximizing Profitability Through Real Estate and Jonathan presented on ‘Accounting Strategies to Consider When

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Scott Kaplowitch Speaks at the Business Fundamentals Bootcamp

Today, Managing Partner Scott Kaplowitch, presented about Finance & Administration at the Business Fundamentals Bootcamp at CIC Boston.  He taught ‘Choose Your Entity Wisely and How to Compensate Your Employees’ to the audience of mature and

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Posted In: Events, Sponsorships

Scott Kaplowitch presents at AGN fall Symposium

Earlier this week, Managing Partner, Scott Kaplowitch, presented at AGN‘s Fall Symposium.  The event took place in Atlanta, Georgia and Scott shared his expertise on Trusts & Estates.  The symposium included agenda items such as:

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Edelstein & Company Sponsors Upcoming Business Fundamentals Bootcamp

The next Business Fundamentals Bootcamp, sponsored by Edelstein & Company LLP, will be held on November 1, 2019 at CIC Boston. The theme of this event is, “Riding the Business Roller Coaster – The Various

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Posted In: Events, Sponsorships

Marc Bello to present at MCLE’s Trying Divorce Cases

On Friday, October 18, 2019, Marc Bello will present at MCLE’s Trying Divorce Cases workshop. He will provide an overview of business valuation and methodology. The agenda is full of topical and insightful courses, including:

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Jason Pierce to teach at NACVA workshop

This week, partner Jason Pierce, will teach an all-day course on Business Fraud, Deterrence, and Financial Statement Misrepresentations at the National Association of Certified Valuators and Analysts’ (NACVA) Foundations of Financial Forensics Workshop.  Attendees will

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Posted In: Events, Resources

2019 College & University Visits

We kicked off our College & University visits this week! Come meet us and learn about what makes Edelstein & Company a great firm to work for. We provide the opportunity and support for young

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Posted In: Events, News