Recent Posts

Quarterly Healthcare Advisory

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

Tax Alert- Claiming a federal tax deduction for moving costs

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

Denis Higgins in “Job Hoppers: What To Do With Your Old 401(k)” article

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

Tax Alert-2017 Q3 tax calendar: Key deadlines for businesses and other employers

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

Jason Pierce presents at IMA’s Annual Conference and Expo

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

Tax Alert- Pay attention to the details when selling investments

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

Episode Two of Nonprofit Industry Podcast Released

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

Tax Alert- Coverdell ESAs: The tax-advantaged way to fund elementary and secondary school costs

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

Scott Kaplowitch in Financial Advisor

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

Denis Higgins in Forbes

Partner Denis Higgins was quoted in the Forbes article, “Tune-Up Your 401(k).” This piece shares a list of items to think through when checking on your 401(k). Higgins suggested a list of questions to consider

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Posted In: Articles