Archive for December, 2015

Giving back this Fall

This Fall, we took part in some fantastic community service events that not only brought us together as co-workers, but to help people in need. Many of these events are made possible through our affiliation

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Posted In: Events, News

Tax Alert- No changes to retirement plan contributions for 2016

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, the limits remain unchanged for 2016: Type of limit 2016 limit Elective deferrals to 401(k), 403(b), 457(b)(2) and 457(c)(1) plans $18,000 Contributions

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Posted In: Alerts & Advisories

Social Security Changes Made Simple

New Social Security rules will have a significant impact on when couples decide to start claiming their Social Security benefits. Financial planners and tax advisors were taken by surprise with the elimination of two popular

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Posted In: Alerts & Advisories, News

The PATH Act provides tax relief for 2015 and beyond

On December 18, the Senate passed — and the President signed into law — the Protecting Americans from Tax Hikes Act of 2015 (PATH Act), which the House had passed on December 17. The act

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Posted In: Alerts & Advisories

Digital Currencies: Your Next Engagement

Jason Pierce, Edelstein’s business valuation and forensic accounting principal, was recently published on NACVA and CTI’s website regarding digital currencies.  The article, “explores how digital currencies originated, their attributes, and how they should be considered

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Posted In: Articles

Edelstein Announces Principal Promotions

We are happy to announce the promotion of five of our managers to principal.  These individuals are dedicated, hard-working, leaders whom we are excited to welcome to the principal level.  Congratulations to Bob, Mike, Greg, Kate,

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Posted In: Alerts & Advisories, News

December 2015 Nonprofit Newsletter

This month’s newsletter includes the following: Preventing and detecting fraud at not-for-profits The Crowdfunding Phenomenon Philanthropy’s 2015 Buzzwords The Largest U.S. Charities For 2015 Read the entire newsletter.

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Posted In: Alerts & Advisories

Ross Yogel published in Boston Bar Association’s Family Law Newsletter

Earlier this week, Valuations Senior Associate, Ross Yogel, was published in the Boston Bar Association’s Family Law Newsletter discussing Small Businesses, Divorce, and Alternatives to Valuation.  His article explores how to “recognize if the business

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Posted In: Articles

Tax Alert- Avoid a 50% penalty: Take retirement plan RMDs by December 31

After you reach age 70½, you must take annual required minimum distributions (RMDs) from your IRAs (except Roth IRAs) and, generally, from your defined contribution plans (such as 401(k) plans). You also could be required

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Posted In: Alerts & Advisories

Edelstein’s Events

 Train Your Head To Think Fast On Your Feet On October 22, 2015, the accounting and auditing department hosted a variety of clients at Laugh Boston.  Attendees were led by Improv Asylum and Laugh Boston

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Posted In: Events