Archive for Resources Category

Bob Babine’s Massachusetts Brewers Guild article

Partner, Bob Babine, was published this week by the Massachusetts Brewers Guild with his article, “How To Analyze Your Cash Flow.”  In it, he walks readers through a simplified process of managing cash in Excel,

READ MORE

Posted In: Articles, Resources

Did you know?

We launched IT Consulting Services here at Edelstein! As a firm, we have a history of delivering fast, dependable and quality services to our clients and exceeding their tax and accounting expectations. Our IT Consultants

READ MORE

Posted In: Resources

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

READ MORE

Posted In: Events, Resources

Marc Bello to present at Complex Issues in Asset Division program

On Wednesday, October 2, 2019, Business Valuation partner, Marc Bello, will present at the Complex Issues in Asset Division seminar presented by Massachusetts Continuing Legal Education (MCLE).  The agenda includes: Overview of Business Valuation Principles

READ MORE

Posted In: Events, Resources

2019-2020 Tax Planning Guide Released

Do your tax planning strategies need a refresh? With most of the changes from the Tax Cuts and Jobs Act having gone into effect last year, many taxpayers faced some surprises when they filed their

READ MORE

Posted In: News, Resources

IRS & Treasury urge updated W-4 filing

For 2018 tax filings, the United States Treasury estimated that about 30 million taxpayers, or 21% of total taxpayers, would be under withheld through their wages, due to the change in tax laws*. The Internal

READ MORE

Posted In: Alerts & Advisories, News, Resources

ICYMI: Jonathan Gorski’s webinar with Provident Healthcare Partners

Last month, Edelstein partner, Jonathan Gorski, and Provident Healthcare Partners’, Eric Major, presented a webinar titled The State of the Ophthalmology Sector Five Years into Private Equity Investment. The webinar served to educate ophthalmologists and executives on

READ MORE

Posted In: Alerts & Advisories, Resources, Videos

Marc Bello and Jason Pierce’s upcoming MCLE presentation

On Wednesday, July 17, 2019, partners Marc Bello and Jason Pierce will present at the Family Law Financial Forensics conference put on by MCLE.  The agenda includes: Discovery Issues: Use of Subpoenas, Depositions, and Experts, Interpreting

READ MORE

Posted In: Events, Resources

Jason Pierce presents to MSCPA Committee

Last week, partner Jason Pierce, presented to the Massachusetts Society of CPAs‘ (MSCPA) Litigation Support and Business Valuation Committee.  He discussed calculation vs. conclusions of value engagements.  Jason looked to the audience to gauge their

READ MORE

Posted In: Events, News, Resources

Jonathan Gorski’s upcoming webinar with Provident Healthcare Partners

Join us for a complimentary webinar, Thursday, June 27th from 1:00-2:00pm EST.  Edelstein partner, Jonathan Gorski, and Provident Healthcare Partners’, Eric Major, will present The State of the Ophthalmology Sector Five Years into Private Equity

READ MORE

Posted In: Alerts & Advisories, Events, Resources