Archive for July, 2023

Edelstein Named as Top 200 Firm for Eighth Consecutive Year

We are proud to announce that Edelstein has again been named as one of the Top 200 (#162) accounting firms in the nation by Inside Public Accounting (IPA). Firms are ranked by U.S. net revenues

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Posted In: Awards

Edelstein Announces 2023 Promotions

On Monday, July 24, 2023, Edelstein announced the promotions of the following team members: Andrew Caggiano, Audit Senior Associate Brooke Schreib, Tax Supervisor Cameran Harrison, Tax Senior Manager Elissa Dukeshire, Tax Manager Emma Patterson, Tax

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Posted In: News

Accounting & Audit Alert- Selecting a qualified auditor for your employee benefit plan

Does your organization offer health care and retirement benefits for its employees? Benefit plans with 100 or more participants are generally required to have their annual reports audited under the Employee Retirement Income Security Act

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Posted In: Alerts & Advisories

Accounting & Audit Alert- Receivables: Quality counts

For many companies, a significant line item on the balance sheet is accounts receivable. But can you take the amount reported at face value, or could there be more to the story? It’s important to

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Posted In: Alerts & Advisories

Tax Alert- Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis”

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. How do the rules work? Under the current fair market value basis rules

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Posted In: Alerts & Advisories

Accounting & Audit Alert- Supplement your financial statements with timely flash reports

Timely financial information is critical to a successful business or nonprofit organization. In today’s dynamic marketplace, you may need to act fast to ward off potential threats and risks — and jump on new opportunities.

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Posted In: Alerts & Advisories