Archive for September, 2017

Kerry Johnson and Adrienne Zaleski-Frates presenting at RBMA Conference

On Friday, September 29th, 2017, Kerry Johnson and Adrienne Zaleski-Frates will be presenting “The A/R Cycle: How Coders and Analysts Fit in and Add Value,” at the Radiology Business Management Association (RBMA) New England Chapter’s Annual

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Posted In: Events

Spring & Summer Community Service At Edelstein

We had a busy spring and summer taking part in a handful of fun community service events. We’re proud to partner with Building Impact which helps make all of these events possible. As Fall kicks

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Posted In: Events, News

Tax Alert- Investors: Beware of the wash sale rule

A tried-and-true tax-saving strategy for investors is to sell assets at a loss to offset gains that have been realized during the year. So if you’ve cashed in some big gains this year, consider looking

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Posted In: Alerts & Advisories

Accounting & Audit Alert- How effectively do you manage risk?

Businesses can’t eliminate risk, but they can manage it to maximize the entity’s economic return. A new framework aims to help business owners and managers more effectively integrate enterprise risk management (ERM) practices into their

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Posted In: Alerts & Advisories

Jason Pierce to present Planning with Digital Currencies, Bitcoin, and More

On Thursday, September 28th from 12:00-1:00, Principal Jason Pierce will present on how digital currencies affect estate planning and valuations through the Trusts and Estates Consortium. He will discuss their rise from obscurity to a recent

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Posted In: Events

Tax Alert- Why you should boost your 401(k) contribution rate between now and year end

One important step to both reducing taxes and saving for retirement is to contribute to a tax-advantaged retirement plan. If your employer offers a 401(k) plan, contributing to that is likely your best first step.

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Posted In: Alerts & Advisories

Accounting & Audit Alert-Putting hedging strategies to work for your business

The Financial Accounting Standards Board (FASB) recently issued some targeted improvements to its guidance that could encourage more companies to engage in hedging arrangements to minimize volatility in their financial statements. Here’s a close-up on

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Posted In: Alerts & Advisories

Tax Alert- 2017 Q4 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 fourth quarter of 2017. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply

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Posted In: Alerts & Advisories

Marc Bello to present Issues When Valuation of Assets & Support Collide in Divorce Cases

On Thursday, September 14th, 2017, Partner Marc Bello will present Issues When Valuation of Assets & Support Collide in Divorce Cases alongside Robert J. Rivers, Jr., Esq., from Lee & Rivers LLP, Boston and Hon. Gregory V.

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Posted In: Events

What You Need To Know About The Equifax Data Breach

Cyber criminals have stolen 143 million credit records in the recent hacking scandal at Equifax, one of the big-three credit bureaus.  We advise that you watch out for the following items: Phishing emails that claim

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Posted In: Alerts & Advisories, News