News & Resources

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”

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

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

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

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

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

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

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

This year, the Greater Newburyport Bar Association‘s annual New England CLE conference will be held virtually on Wednesday, July 15th and Thursday, July 16th.  Partner, Marc Bello, will be presenting Business Interruption and Its Impact