News & Resources

Several arms of the federal government have taken, or are weighing, significant steps to help the country deal with the spread of the coronavirus (COVID-19) and the implications for individuals and businesses. On March 14,

In compliance with Governor Baker’s press conference on Sunday evening, we are mandating that all employees work remotely at home starting on Tuesday, March 17th as safety and health is our greatest concern. There will

The coronavirus (COVID-19) outbreak — officially a pandemic as of March 11 — has prompted global health concerns. But you also may be worried about how it will affect your business and its financial statements

As you’re aware, the spread of COVID-19, also known as the Coronavirus, has impacted the United States, New England, and Massachusetts specifically. We wanted to take this time to communicate with you, our valued clients

Tax Partner, Kate Rooney, has been sharing her expertise on 529 Plans by answering a related question on Fridays. Today, Kate will respond to the question, “What are the limits on 529 Plan distributions prior to

We recently launched Client Account Solutions here at Edelstein! As a firm, we want to be able to provide all the necessary resources to assist our clients in achieving their financial goals. Our team takes

If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2019 gift tax return. And in some cases, even if it’s

Edelstein is proud to announce that we have been named as a Regional Leader for 2020 by Accounting Today. The list consists of 20 firms in New England in which Edelstein was ranked #10, based

The rules for reporting leasing transactions are changing. Though these changes have been delayed until 2021 for private companies (and nonprofits), it’s important to know the possible effects on your financial statements as you renew

It seems like just last week, we released our, “January at Edelstein” video recap. Time flies when you’re busy doing great work, serving the community, and celebrating National Muffin Day. Here are some in-office and