Leadership

William D. Mahoney | CPA, CGMA | Partner

wmahoney@edelsteincpa.com

 

Bill Mahoney is a regionally recognized accountant and business advisor to physicians and medical practices. Bill founded the firm’s healthcare consulting practice in 1988 and under his leadership it has grown into one of the region’s premier physician advisory groups.

 

Bill provides financial and operational guidance to physicians and their medical groups on compensation, billing and coding, managed care contracting, revenue growth strategies, cost containment strategies, staffing and more. He also conducts tax planning and compliance for individual physicians and medical practices. Bill builds strong and enduring relationships with his clients and colleagues, a hallmark of his success.

Educational Background

University of Massachusetts, Amherst, BS in Business Administration

Professional Memberships

American Institute of Certified Public Accountants (AICPA), Council Member

Massachusetts Society of Certified Public Accountants (MSCPA), Member and former chairman, Physicians, Dentists and other Healthcare Providers Committee

Medical Group Management Association (MGMA)

Healthcare Financial Management Association (HFMA)

 

Board Service

Beth Israel Deaconess Hospital - Needham, Chairman of Audit Committee and Member of Marketing Committee

Massachusetts Society of Certified Public Accountants (MSCPA), Chairman, Board of Directors

AGN-NA, Board Member

 

Accolades

2011 Boston Five Star Wealth Manager, Taxation, SM

2014 Boston Five Star Certified Public Accountant, SM

 

Scott B. Kaplowitch | CPA | Partner

skaplowitch@edelsteincpa.com

 

Scott, a partner with Edelstein & Company LLP since 2001, has a broad range of experience working with retailers, wholesalers, real estate and construction companies, venture capital- funded start-ups, service companies and nonprofit organizations. He has extensive experience in individual, trust, estate, partnership and corporate taxation.  

 

Educational Background

University of Massachusetts, Amherst, BS in Business Administration
Northeastern University, Masters in Taxation (in process)

 

Professional Memberships

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Essex County Estate Planning and Business Council
Boston Estate Planning Council

 

Board Service

Jewish Community Center of the North Shore, Member, Board of Directors and Finance Committee
Jewish Federation, Treasurer
North Shore Advisory Council to the Combined Jewish Philanthropies, Member, Budget and Finance Committee
Kernwood Country Club, Member, Board of Directors and Marketing Committee

 

 

 

 

 

Marc D. Bello | CPA/ABV, CVA, MAAF, CFF, MST | Partner

mbello@edelsteincpa.com

Marc Bello, CPA/ABV, CVA, MAAF, CFF, MST

 

Marc is a Partner at Edelstein & Company LLP.  Marc specializes in performing business valuations in the context of marital dissolution, financial reporting, gift and estate taxation, dissenting shareholder actions, and stock options.  He also provides litigation support as an expert witness in the areas of valuation, forensic accounting, lost profits, business interruptions, economic damages, and taxation. 

 

He is currently serving as the chair of the Executive Quality Assurance Board.  He is a past chair of the Executive Advisory Board and the Valuation Credentialing Board for NACVA.  He currently serves on the Family Law Curriculum Advisory Committee for Massachusetts Continuing Legal Education. 

 

Marc is an instructor for the National Association of Certified Valuators and Analysts (NACVA) and has been instrumental in the development of courses within their business valuation curriculum.  Courses he has contributed to include Current Updates in Business Valuation; Business Valuation Fundamentals for CPAs; Fundamental, Techniques and Theory; and Business Valuations:  Applications and Calculations of the Income and Asset Approaches.  Additionally, he regularly presents for Massachusetts Continuing Legal Education and the Massachusetts Bar Association.

 

Educational Background 

Ithaca College, Bachelor of Science in Accounting
Bentley College, Masters of Science in Taxation

 

Professional Memberships 

American Institute of CPAs (AICPA)
Massachusetts Society of CPAs (MSCPA)
National Association of Certified Valuators and Analysts (NACVA)

 

Board Service

Camp Bauercrest, Member, Board of Directors and Treasurer
NACVA, Chair of Quality Assurance Board

 

 

 Curriculum Vitae           Biography

Jonathan P. Gorski | CPA, MBA | Partner

jgorski@edelsteincpa.com

 

Jonathan has been with the firm since 1999 and has over 16 years of experience in dealing with business affairs of non-publicly held companies of all sizes. Jonathan has a broad range of experience in business consulting, tax planning, auditing and financial statement reporting, and he has developed a specialty servicing the firm's expanding healthcare practice.

 

Educational Background

University of Massachusetts, Lowell, Bachelor of Science in Business Administration with a concentration in Accounting
Suffolk University, Master of Business Administration

 

Professional Memberships

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Medical Group Management Association

Denis C. Higgins | CPA, PFS, CFA, CFP® | Partner

dhiggins@edelsteincpa.com

 

Denis has been in the financial services industry for over 20 years in positions that involve financial management, compliance, and product management, and has been with Edelstein & Company LLP since 2002. He leads the firm's audit practice, overseeing audit and review services to various industries, with a focus on alternative investments, such as private equity and hedge funds.


Educational Background

University of Massachusetts, Amherst, BS in Business Administration
Boston College, Masters of Science in Finance

 

Professional Memberships

American Institute of Certified Public Accountants
Boston Society of Security Analysts
CFA Institute
Financial Planning Association
Massachusetts Society of Certified Public Accountants

Kerry A. Johnson | CPA | Partner

kjohnson@edelsteincpa.com

 

Kerry has been with Edelstein & Company since 1993. Her specialty is providing accounting, tax and consulting services to medical practices, working closely with the physicians and administrators on comprehensive areas of the practices' finances. Kerry's focus is with the firm's healthcare practice.


Educational Background

University of Massachusetts, Lowell, Bachelor of Science in Business
     Administration with a concentration in Accounting

 

Professional Memberships

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Medical Group Management Association
Healthcare Financial Management Association

 

Alfonso A. Perillo | CPA, CFE, MSW | Partner

aperillo@edelsteincpa.com

 

Alfonso has worked in public accounting for 11 years, 8 of them with Edelstein & Company. He specializes in providing auditing, review and taxation services to nonprofits, including private foundations. Additionally, he is a Certified Fraud Examiner, which enables him to provide his nonprofit clients with practical solutions to improving their internal controls and preventing fraud. Alfonso leads Edelstein's growing nonprofit practice. 


Educational Background

Boston College, Bachelor of Arts
Boston University, Master of Social Work

 

Professional Memberships

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Association of Certified Fraud Examiners

Michael P. Antonelli | CPA, MST | Partner

mantonelli@edelsteincpa.com

 

Mike began his career at Edelstein & Company LLP in 1998. He works with clients in various industries including real estate, retail, service and technology, with a particular focus on real estate. Mike specializes in the areas of corporate, partnership and individual taxation, and also provides financial statement and business consulting services.

 

Educational Background

University of Massachusetts, Lowell, Bachelor of Science in Business Administration
with a concentration in Accounting
Suffolk University, Masters of Science in Taxation

 

Professional Memberships

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants

Christopher S. Swain | CPA, MBA | Partner

cswain@edelsteincpa.com

 

Chris has been in the physician practice management industry for over 15 years, and has been with Edelstein & Company since 2006. He has served as a practice administrator as well as a health care consultant. Chris specializes in operational and financial issues facing medical practices.  He leads the firm's practice management department, overseeing the management of hospital-based physician practices and consulting with independent medical groups.

 

Educational Background

Bridgewater State College, Bachelor of Science in Business Administration
    with an Accounting concentration
Suffolk University, Master of Business Administration in Health Administration

 

Professional Memberships

Massachusetts Society of Certified Public Accountants Physicians, Dentists
     and other Healthcare Providers Committee
Medical Group Management Association, local and national chapters
Healthcare Finance Management Association, Committee on Physician Practice
     Management and Ambulatory Care

Timothy J. O'Connor | CPA, MST, MPFP | Partner

toconnor@edelsteincpa.com

 

For over 20 years, small to mid-sized family-owned and operated businesses have relied on Tim to provide hands-on accounting and business advice. Tim has worked with companies with sales ranging from $1 million to over $30 million, primarily in the retail food franchise, restaurant, manufacturing and construction industries.

 

Clients who hire Tim get much more than a CPA who knows how to complete tax returns and prepare financial statements. They get an active business partner who takes the time to really learn about the issues confronting their company and their industry. They get an advisor who looks for ways to help their business operate efficiently and with increased profitability. Throughout his career, he has built long-term relationships with clients and has seen their revenues grow exponentially.

 

In addition to working with clients on tax compliance and financial statement preparation, Tim helps by analyzing business opportunities and operational cost savings. He also helps clients obtain financing through his many banking relationships.

 

Educational Background

Bentley University, Masters of Science,Taxation

Bentley University, Masters of Science, Personal Financial Planning

Merrimack College, Bachelor of Science in Business Administration
with a concentration in Accounting

Professional Memberships

American Institute of Certified Public Accountants (AICPA)

Massachusetts Society of Certified Public Accountants (MSCPA)

Massachusetts Restaurant Association

 

Community Involvement

Tim has served for 10 years on the Board of Directors of The Right Turn, a nonprofit which helps artists and musicians recover from drug and alcohol addiction.

Jason R. Pierce | CPA, CMA, CFM, CVA, MAFF | Principal

jpierce@edelsteincpa.com

 

Jason is retained by attorneys and organizations to perform business valuations and forensic accounting in cases of divorce, gift and estate planning, ESOPs, financial reporting, shareholder disputes, damages, wage claims, loss and fraud investigations, fiduciary violations. Prior to joining the firm in 2010, Jason was a partner in an Anchorage CPA firm and a valuation manager for an RSM McGladrey network firm.

 

Jason is an adjunct professor for the Business and Valuation Training Center, Business Valuation Fundamentals for CPAs, Current Updates in Valuation and the Forensic Accounting Academy. He has contributed as a technical reviewer for NACVA's Fundamentals, Techniques and Theory (FT&T) manual, the Calculations and Applications of Income and Asset Approaches Manual, the Current Updates in Valuations (CUV) and the Comprehensive Checklist for Valuation Engagements.

 

Educational Background

University of Alaska, MBA

University of Tennessee, BS

 

Professional Memberships

American Institute of Certified Public Accountants (AICPA)

Alaska Society of Certified Public Accountants

Massachusetts Certified Public Accountants (MSCPA)

Institute of Management Accountants, Past President, Alaska Chapter

National Association of Certified Valuators and Analysts, Past President, Alaska Chapter

 

Community Service

AICPA's 360° of Financial Literacy, Volunteer

NACVA Credetialing Board, Past Member

 

 

 

 

 

Glenn Gates | JD | Principal

ggates@edelsteincpa.com

 

Glenn has over 15 years of experience assisting a wide range of clients with their business and tax planning needs.  His clients include individuals, corporations, partnerships, and other closely-held businesses.  Glenn also has extensive experience assisting clients with the US tax implications of cross-border transactions and multi-national operations.

 

Educational Background

Bentley University, Bachelor of Science in Computer Information Services
Boston College Law School, Juris Doctor 

 

Professional Memberships

Massachusetts Society of Certified Public Accountants
Massachusetts Bar Association

 

Robert P. O'Connor | CPA, MST | Principal

roconnor@edelsteincpa.com

 

Bob has more than 35 years of public accounting experience with extensive experience in assisting business clients in manufacturing, real estate development, general contracting and construction subcontractors, restaurant and hospitality, printing, advertising and various professional service entities.

 

He actively represents clients before the Internal Revenue Service and the Commonwealth of Massachusetts for individual and business entity tax audits, collection issues and problem resolution, coordinates financial and retirement planning for individuals, and assists client in family wealth transfers from generation to generation, protection of accumulated wealth and estate planning for individuals and their families.

 

Educational Background

Boston College, Bachelor of Science
Bentley University, Master of Science in Taxation

 

Professional Memberships

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants

 

Barbara T. Damon | CPA, MST | Principal

bdamon@edelsteincpa.com

 

Barbara has been with Edelstein & Company for over 19 years, and provides expertise in highly technical areas of taxation, particularly corporate, partnership, multi-state, and individual issues.

 

Educational Background

Oberlin College, Bachelor of Arts
University of Toledo, Master of Science, Accounting
Bentley University, Master of Science, Taxation

 

Professional Memberships

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Massachusetts Society of Certified Public Accountants Federal and State Taxation Committee

William F. Healey | CPA, CVA | Principal

whealey@edelsteincpa.com

 

Bill has been with Edelstein & Company since 1987. Prior to this he was employed by a national CPA firm, where he worked on audits of both publicly-owned and family-owned businesses. Presently he oversees auditing and review services, assuring quality control. He also devotes a large percentage of his time to business valuation assignments and litigation support.

 

Educational Background

Tufts University, Bachelor of Science

 

Professional Memberships

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Massachusetts Society of Certified Public Accountants Accounting
    and Auditing Committee
National Association of Certified Valuation Analysts