News & Resources

The COVID-19 crisis is causing private companies to re-evaluate the type of financial statements they should generate for 2020. Some are considering downgrading to a lower level of assurance to reduce financial reporting costs —

With colleges, universities, high schools, middle schools and elementary schools all either started or starting soon, virtual learning seems to be incorporated throughout the educational system in some form. That means technology at home, if

Increasing diversity is a key initiative at many companies in 2020. This movement goes beyond social responsibility — it can lead to better-informed decision-making, improved productivity and enhanced value. Congress has also jumped on the

Thank you to Massachusetts Lawyers Weekly and its readers for recognizing us as a top five firm in the following categories: Accounting, Appraisal Service, Experts, Forensic Accounting, Litigation Support, and Risk Management. For the full

On August 20, 2020, Edelstein’s Women’s Initiative hosted the From Vision to Fruition: Stories of Success panel. All firm members were invited to attend to hear three speakers share how they took a vision and

During the COVID-19 crisis, you can’t afford to lose sight of other ongoing risk factors, such as cyberthreats, fraud, emerging competition and natural disasters. A so-called “stress test” can help reveal blind spots that threaten

Last week, Tax Partner, Kate Rooney, shared an example of a taxable 529 Plan distribution. Now that we have answered some FAQs and provided an example, let’s see what a 529 Plan looks like in

What does the executive action deferring payroll taxes mean for employers and employees? On August 8, 2020, President Trump signed an executive memorandum that defers an employee’s portion of Social Security and Medicare taxes from

There’s a bright side to today’s unprecedented market conditions: Agile people may discover opportunities to start new business ventures. Start-ups need a comprehensive business plan, including detailed financial forecasts, to drum up capital from investors

Last week, Tax Partner, Kate Rooney, answered “What are some cautionary flags to be aware of with 529 Plans?”. Today she’ll share an example of a taxable 529 Plan distribution. With today’s circumstances, you may