News & Resources

The first page of audited financial statements is the auditor’s report. This is an important part of the financials that shouldn’t be overlooked. It contains the audit opinion, which indicates whether the financial statements are

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 2021 gift tax return. And in some cases, even if it’s

If you’re married, you may wonder whether you should file joint or separate tax returns. The answer depends on your individual tax situation. In general, it depends on which filing status results in the lowest

If you donated to charity last year, letters from the charities may have appeared in your mailbox recently acknowledging the donations. But what happens if you haven’t received such a letter — can you still

Spring is the time of year that calendar-year-end businesses issue financial statements and prepare tax returns. This year, take your financial data beyond compliance. Here’s how financial statements can be used to be proactive, not

On February 7, 2022, the IRS announced that they would be transitioning away from the use of a third-party verification that would use facial recognition. The decision was made to prevent delays in tax filing

Footnotes appear at the end of a company’s audited financial statements. These disclosures provide insight into account balances, accounting practices and potential risk factors — knowledge that’s vital to making well-informed lending and investing decisions.

Edelstein had a great start to 2022 and we wanted to take a break to reflect on the past month. Watch the video below to see a summary of January at Edelstein.

On Wednesday February 9, 2022, Marc Bello, Business Valuation & Forensic Accounting Partner, will be a speaker at the MCLE’s 60 Minute Lawyer Program, Locating People, Property & Assets. The program is aimed to educate

To help you make sure you don’t miss any important 2022 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are due. Please review the calendar and let us know