News & Resources

Edelstein & Company LLP has partnered with the Arts & Business Council of Boston to create and host the Treasurer’s Forum—an educational series and professional network to support the dedicated treasurers, CFOs, and executive directors

The next Business Fundamentals Bootcamp, sponsored by Edelstein & Company LLP, will be held on Friday, March 21 at the new District Hall, Boston’s new home of innovation!  The theme of this event is “Birth of an

On Friday, February 7, Chris Swain, a partner in our Healthcare Group, presented at the Inaugural Radiology Business Management Association Winter Educational Meeting for the New England Chapter.  Chris shared best practices for managing revenue

Partner, Alfonso Perillo is one of three featured speakers at this all-day event, “SouthCoast Non-Profit Leadership Conference: Collaborative Impact,” on Thursday, Dec. 5, 2013 at UMass Dartmouth.  Alfonso will address financial management issues related to

Join partner, Scott Kaplowitch, at the upcoming Business Fundamentals Bootcamp, on Friday, November 22 in Devens, MA. He will present, “Accounting 101 for Start-Ups.” The Bootcamp is designed especially for CEOs and CXOs of early

Partner, Marc Bello, will present, “Uncovering Critical Issues for Valuators,” at the NACVA and CIT’s 2013 Annual Consultants Conference in Washington, DC on June 5, 2013.

Bring your lunch and join your grant making colleagues for this informative workshop on Wednesday, June 12 at 55 Court Street, Suite 250, Boston, MA.  Alfonso will join AGM’s Director of Member Services, Jenn Lammers,

Scott will lead a roundtable discussion  on June 5, 2013 on when it is best to pass on assets to future generations. Depending on a client’s goals and the type of assets in their portfolio, certain

Join Denis Higgins as he presents, ” Retirement Plans for Small Businesses and the Self-Employed – They Are Not Out of Reach.”  Offering retirement benefits is an excellent way to enhance your employees’ compensation package

Join Scott Kaplowitch as he talks about various stock option compensation strategies and how they might work for your organization.  The Bootcamp will be held on Friday, April 26 at the Sheraton Portsmouth Harborside Hotel.