Contributor: Kate Rooney

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

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Posted In: News, Resources

Emerging Tax Alert- Congress acts to reform the IRS, enhance taxpayer protections

The U.S. Senate has passed, and President Trump is expected to sign into law, a broad package of reforms aimed at the IRS. Among other things, the Taxpayer First Act contains several new protections for

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Posted In: Alerts & Advisories

Emerging Tax Alert- 2019 tax calendar

To help make sure you don’t miss any important 2019 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are due. Please review the calendar and let us know if

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Posted In: Alerts & Advisories

Partner Promotion Spotlight: Kate Rooney

On January 1, 2019, we announced that six of our principals were promoted to partner, including Kate Rooney of our tax department.  Since 2011, Kate has been an integral part of our firm – not

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Posted In: Alerts & Advisories

Edelstein Announces New Partners

Edelstein & Company LLP announced today that six principals have been promoted to partner, effective January 1, 2019. We’re proud to share that Bob Babine, Michael Barbera, Emily Matthews, Jason Pierce, Kate Rooney and Kyle

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Posted In: Alerts & Advisories, Events

Emerging Tax Alert- What do the 2019 cost-of-living adjustments mean for you?

shukie The IRS has announced its 2019 cost-of-living adjustments to tax items that might affect you. Many of the amounts increased to account for inflation, but some remained at 2018 levels. As you implement 2018

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Posted In: Alerts & Advisories

Edelstein’s Tax Topic Panel

On November 13, 2018, five members of Edelstein’s tax team presented a panel on the Tax Cuts and Jobs Act (TCJA).  Panelists Mike Antonelli, Scott Kaplowitch, Keith LeBlanc, Emily Matthews, and Kate Rooney discussed a

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Posted In: Events, News, Resources

Kate Rooney to present on Year End Tax Planning

On Wednesday, November 14, 2018, tax principal, Kate Rooney, will present to the Society of Financial  Service Professionals’ Boston chapter.  She’ll discuss year end tax planning as it relates to personal tax planning opportunities. The

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Posted In: Events, News, Resources

Edelstein’s Tax Timely Topic Breakfast

   On June 19, 2018, three members of Edelstein’s Tax Team presented a tax timely topic update regarding the Tax Cuts and Jobs Act (TCJA). Principal Kate Rooney presented on law changes impacting individuals, trusts,

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Posted In: Events

Kate Rooney in Accounting Today

On May 21, 2018, Tax Principal Kate Rooney was quoted in the Accounting Today article, “Lessons from the 2018 tax season.”  This tax season was unique as many preparers spent time explaining the impacts of

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Posted In: Articles, News