News & Resources

Nonprofit organizations face an ongoing challenge of accomplishing more with less.  These conflicting interests can often lead nonprofits to assign accounting staff multiple roles as part of the job duties they are expected to complete. 

Earlier this week, Forbes published “Why 2017 Is The Year To Give To Charity (If You Want A Tax Break),” an article that analyzes the bill the GOP is trying to get through Congress within the

On December 11, 2017, Forbes published the article, “A Roth IRA At Age 15, Thanks To The Parent Match.”  This piece discusses the importance of starting retirement planning at an early age for your children

On Friday, November 10, 2017, The Wall Street Journal published the article, “How You Can Get Ready Now for Big Tax Changes Soon.”  This piece discusses tax moves to consider based on the current tax

Principal Michael Barbera was quoted in Financial Advisor’s article, “Many Year-End Tax Moves Hinge On Washington.” Since tax reform is a key item on President Trump’s agenda, there is a strong possibility that significant changes

Released last week, the Unified Tax Reform Framework announced the retreat over individual tax cuts.  According to Edelstein’s Managing Partner, Scott Kaplowitch, the reduced rate on pass-throughs could complicate matters. Read the full Accounting Today article about

By Alfonso Perillo and Pamela Labonte Maksy Online charity rating systems are a good compliance tool, yet financial due diligence for grantmaking does not begin or end with that search. Sound financial analysis is possible

In a recent Forbes article, the question of what job hoppers should do with their old 401(k)’s was posed. Partner Denis Higgins was at the ready to answer and provide a real-life example.  Read the

Managing Partner Scott Kaplowitch was quoted in the Financial Advisor article, “Little Tax Plan Promises Big Benefits For Wealthy Clients,” which takes a closer look at the Trump administration’s proposed tax law changes. The piece covers

Partner Denis Higgins was quoted in the Forbes article, “Tune-Up Your 401(k).” This piece shares a list of items to think through when checking on your 401(k). Higgins suggested a list of questions to consider