Recent Posts

Accounting & Audit Alert- Promoting and reporting diversity

Increasing diversity is a key initiative at many companies in 2020. This movement goes beyond social responsibility — it can lead to better-informed decision-making, improved productivity and enhanced value. Congress has also jumped on the

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Posted In: Alerts & Advisories

Edelstein Recognized in Massachusetts Lawyers Weekly

Thank you to Massachusetts Lawyers Weekly and its readers for recognizing us as a top five firm in the following categories: Accounting, Appraisal Service, Experts, Forensic Accounting, Litigation Support, and Risk Management. For the full

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Posted In: Awards

Edelstein’s From Vision to Fruition Panel

On August 20, 2020, Edelstein’s Women’s Initiative hosted the From Vision to Fruition: Stories of Success panel. All firm members were invited to attend to hear three speakers share how they took a vision and

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Posted In: Events

Accounting & Audit Alert- 3 steps to “stress test” your business

During the COVID-19 crisis, you can’t afford to lose sight of other ongoing risk factors, such as cyberthreats, fraud, emerging competition and natural disasters. A so-called “stress test” can help reveal blind spots that threaten

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Posted In: Alerts & Advisories

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

Emerging Tax Alert- Executive action deferring payroll taxes

What does the executive action deferring payroll taxes mean for employers and employees? On August 8, 2020, President Trump signed an executive memorandum that defers an employee’s portion of Social Security and Medicare taxes from

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Posted In: Alerts & Advisories

Accounting & Audit Alert – Forecasting financial results for a start-up business

There’s a bright side to today’s unprecedented market conditions: Agile people may discover opportunities to start new business ventures. Start-ups need a comprehensive business plan, including detailed financial forecasts, to drum up capital from investors

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Posted In: Alerts & Advisories

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

Edelstein Named as Top 200 Firm for Fifth Consecutive Year

We are proud to announce that Edelstein has again been named as one of the Top 200 (#186) accounting firms in the nation by Inside Public Accounting (IPA). Firms are ranked by U.S. net revenues

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Posted In: Awards, News

Marc Bello to Present at NACVA Conference

On Thursday, August 6, 2020, Business Valuation Partner, Marc Bello, will be presenting at NACVA and the CTI’s Business Valuation and Financial Litigation Virtual Super Conference. The topics that will be covered at the Conference

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Posted In: Events, News