Recent Posts

Edelstein Sponsors the Needham History Center & Museum’s annual Fundraiser

Edelstein is proud to once again sponsor the Needham History Center & Museum’s annual Champagne & Chocolate Winter Fundraiser. Funds raised from the event will be used to support the Needham community, educational programs for

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Posted In: Sponsorships

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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Posted In: Events

Tax Alert- Can you deduct charitable gifts on your tax return?

Many taxpayers make charitable gifts — because they’re generous and they want to save money on their federal tax bills. But with the tax law changes that went into effect a couple years ago and

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Posted In: Alerts & Advisories

Accounting & Audit Alert- What are the responsibilities of an audit committee?

Before you jump headfirst into the year-end financial reporting process, review the role independent audit committees play in providing investors and markets with high-quality, reliable financial information. Recent SEC statement Under Securities and Exchange Commission

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Posted In: Alerts & Advisories

Tax Alert- 4 new law changes that may affect your retirement plan

If you save for retirement with an IRA or other plan, you’ll be interested to know that Congress recently passed a law that makes significant modifications to these accounts. The SECURE Act, which was signed

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Posted In: Alerts & Advisories

Principal Promotion Spotlight: Gino Borgonzi

At our annual State of the Firm meeting in November, we announced the promotion of nonprofit manager, Gino Borgonzi, to the principal level, effective January 1, 2020. Gino joined Edelstein & Company in 2000 and

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Posted In: News

Accounting & Audit Alert- Benchmarking financial performance

You already may have reviewed a preliminary draft of your company’s year-end financial statements. But without a frame of reference, they don’t mean much. That’s why it’s important to compare your company’s performance over time

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Posted In: Alerts & Advisories

Six Edelstein Team Members Pass the CPA Exam

Edelstein is proud to announce that in 2019, six of our team members passed the CPA exam. The following people worked tirelessly towards this goal and it has a great impact on our firm. We

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Posted In: News

Accounting & Audit Alert- Employee benefit plans: Do you need a Form 5500 audit?

Some benefit plans are required to include an opinion from an independent qualified public accountant (IQPA) when filing Form 5500 each year. The IQPA examines the plan’s financial statements and schedules to ensure they’re presented fairly

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Posted In: Alerts & Advisories

Join the Edelstein Team

We are hiring here at Edelstein. We provide a variety of services to a vast array of clients and we want you to join our team.  We’re invested in our staff, our clients, our profession

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Posted In: Alerts & Advisories, News