Archive for Resources Category

Introducing Edelstein’s New Payment Portal

As part of our commitment to client service, we are making changes to streamline our billing operations, while making your life easier! Today, Edelstein launched a new payment portal, Anduin. This will allow you to

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Posted In: Resources

Jonathan Liff Quoted In Article By Givinga

On Tuesday, July 20, 2021, Jonathan Liff, Tax Senior Manager, was quoted in an article that was posted by Givinga. The article was titled, “Tax Benefits of Corporate Giving, with Jon Liff, CPA at Edelstein”

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Posted In: Resources

Webinar Recording: 2021 Healthcare Industry Update: Eliminate Risk & Overcome Challenges

On Thursday, February 25, 2021, Edelstein teamed up with Morrison Mahoney and HUB International for a virtual roundtable. We aimed to educate attendees on what to expect from a legal, accounting, and insurance coverage perspective.

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Posted In: Resources, Videos

Emerging Tax Alert – Congress passes COVID-19 aid package

After months of negotiations in Washington, an agreement has been struck on a new aid package to address the ongoing fallout from the COVID-19 pandemic. The legislation has been passed by both the U.S. House

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Posted In: Alerts & Advisories, News, Resources

2020-2021 Tax Planning Guide Released

Do your tax strategies need a refresh? With individuals and businesses coping with the impact of the COVID-19 pandemic and some new tax laws going into effect, you probably have questions about tax planning this

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Posted In: Resources

With Virtual Learning on the Horizon, Does Your Home Have Enough Bandwidth?

With colleges, universities, high schools, middle schools and elementary schools all either started or starting soon, virtual learning seems to be incorporated throughout the educational system in some form. That means technology at home, if

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Posted In: Resources

529 Plan Fridays

Last week, Tax Partner, Kate Rooney, shared an example of a taxable 529 Plan distribution. Now that we have answered some FAQs and provided an example, let’s see what a 529 Plan looks like in

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Posted In: Resources

529 Plan Fridays

Last week, Tax Partner, Kate Rooney, answered “What are some cautionary flags to be aware of with 529 Plans?”. Today she’ll share an example of a taxable 529 Plan distribution. With today’s circumstances, you may

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Posted In: Resources

529 Plan Fridays

In February, Tax Partner,  Kate Rooney started sharing insights from one of her presentations on 529 Plans. Previously, Kate had answered, “Should high net-worth individuals consider 529 Plans even if they can afford to cash

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Posted In: Resources

COVID-19 Webinar Recording

Last month, Sapers & Wallack hosted a third Town Hall webinar regarding COVID-19 related topics.  Managing Partner, Scott Kaplowitch, was an expert panelist discussing the Paycheck Protection Program (‘PPP’) Loan and forgiveness.  He was joined

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Posted In: Events, Resources