Archive for June, 2017
By Edelstein on June 29, 2017
This month’s newsletter includes the following topics: Individual, Foundation, Corporate Giving All Rose Last Year IRS Announces Three New Members for Advisory Committee on Tax Exempt and Government Entities New Liquidity Disclosures for Not-for- Profits:
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Posted In: Alerts & Advisories
By Edelstein on June 28, 2017
It’s sad to say, but not all doctors in physician practices get along. Whether they’re haggling over administrative matters or a partner’s job responsibilities, the strife it creates can turn a normally congenial practice into
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Posted In: Alerts & Advisories
By Edelstein on June 27, 2017
Summer is a popular time to move, whether it’s so the kids don’t have to change schools mid-school-year, to avoid having to move in bad weather or simply because it can be an easier time
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Posted In: Alerts & Advisories
By Edelstein on June 22, 2017
In a recent Forbes article, the question of what job hoppers should do with their old 401(k)’s was posed. Partner Denis Higgins was at the ready to answer and provide a real-life example. Read the
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Posted In: Articles
By Edelstein on June 21, 2017
Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2017. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to
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Posted In: Alerts & Advisories
By Edelstein on June 20, 2017
On Wednesday, June 21, 2017, Jason Pierce will present how to value an acquisition target at the Institute for Management Accountants’ (IMA) Annual Conference & Expo in Denver, Colorado. His session will provide an overview of
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Posted In: Events
By Edelstein on June 14, 2017
The tax consequences of the sale of an investment, as well as your net return, can be affected by a variety of factors. You’re probably focused on factors such as how much you paid for
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Posted In: Alerts & Advisories
By Edelstein on June 9, 2017
Edelstein’s nonprofit partner Alfonso Perillo hosts this industry focused podcast where he’ll sit down with individuals from various professions with a focus on nonprofit organizations. In this two-part episode, A Conversation About Private Foundations, Alfonso
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Posted In: Alerts & Advisories, Resources
By Edelstein on June 7, 2017
With school letting out you might be focused on summer plans for your children (or grandchildren). But the end of the school year is also a good time to think about Coverdell Education Savings Accounts
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Posted In: Alerts & Advisories
By Edelstein on June 6, 2017
Managing Partner Scott Kaplowitch was quoted in the Financial Advisor article, “Little Tax Plan Promises Big Benefits For Wealthy Clients,” which takes a closer look at the Trump administration’s proposed tax law changes. The piece covers
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Posted In: Articles