Recent Posts

Edelstein Hosts Lunch & Learn with Atlas Wealth Strategies and MEFA

Last week, we hosted a Lunch & Learn with Atlas Wealth Strategies and MEFA. Edelstein’s Tax Partner, Kate Rooney was joined by John Galego and Michelle Hallenbeck from Atlas Wealth Strategies, and Julie Shields-Rutyna from

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Posted In: Events

January 2020 at Edelstein

At Edelstein, we’ve spent time reflecting on ways to get #ChargedUpFor2020 and our in office and out of office activities in January illustrated a great start. Watch the following video to see what we were

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Posted In: Videos

Accounting & Audit Alert- Reporting contingent liabilities

Contingent liabilities reflect amounts that your business might owe if a specific “triggering” event happens in the future. Sometimes companies are unclear when they’re required to report a contingent liability on their financial statements under

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Posted In: Alerts & Advisories

Edelstein’s Quarterly Firm-wide Meeting

At Edelstein, we began having quarterly firm-wide meetings to provide updates to our entire team. Here is some of the information we shared: Re-stated our themes for the year which were announced at our State

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Posted In: Events

Emerging Tax Alert- The SECURE Act changes the rules for employers on retirement plans

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first significant retirement-related legislation in more than a dozen years. It brings many changes that affect employers of all sizes, including some that

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Posted In: Articles

Emerging Tax Alert- 2020 tax calendar

To help you make sure you don’t miss any important 2020 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

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Posted In: Alerts & Advisories

Data Privacy Day 2020

Today is #DataPrivacyDay and we’d like to remind you about our IT Consulting Services. Data Privacy Day is an international effort to empower individuals and encourage businesses to respect privacy, safeguard data and enable trust

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Posted In: Resources

Accounting & Audit Alert- Accounting for indirect job costs the right way

Construction contractors, professional service firms, specialty manufacturers and other companies that work on large projects often struggle with job costing. Full cost allocations are essential to gauging whether you’re making money on each job. But

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Posted In: Alerts & Advisories

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