Archive for Events Category

Marc Bello to present at NACVA’s Financial Valuation SuperConference

On Tuesday, December 11th, 2018, Business Valuation partner, Marc Bello, will present at NACVA’s Financial Valuation SuperConference. This conference highlights, business valuation, financial litigation, healthcare valuation, exit strategies, mergers and acquisitions, and transaction advisory services.

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Posted In: Events, Resources

Edelstein’s nonprofit FASB workshop

On Thursday, November 29th, 2018, Edelstein’s nonprofit team members Rosalie Miller and Greg Rogers presented to a group of 30 clients, contacts, and Edelstein team members about FASB ASU 2016-14 regarding financial statements for nonprofit

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Marc Bello presents Financial Aspects of Divorce

On Thursday, December 6, 2018, Business Valuation partner Marc Bello, will present Financial Aspects of Divorce at an MCLE Seminar.  Bello will be joined by Ronald P. Barriere, Esq., Burns & Levinson LLP, Boston and Hon. Gregory

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Edelstein’s Tax Topic Panel

On November 13, 2018, five members of Edelstein’s tax team presented a panel on the Tax Cuts and Jobs Act (TCJA).  Panelists Mike Antonelli, Scott Kaplowitch, Keith LeBlanc, Emily Matthews, and Kate Rooney discussed a

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Marc Bello to speak at Family Law Conference

On Friday, November 16, Business Valuation Partner, Marc Bello, will present ‘Alimony After Tax Reform’ at the Massachusetts Bar Association’s 28th Annual Family Law Conference.  He’ll be joined by Michael Flores, Esq and David Lee,

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Kate Rooney to present on Year End Tax Planning

On Wednesday, November 14, 2018, tax principal, Kate Rooney, will present to the Society of Financial  Service Professionals’ Boston chapter.  She’ll discuss year end tax planning as it relates to personal tax planning opportunities. The

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Jason Pierce’s upcoming webinar

On Tuesday, October 23, 2018 from 1:00-2:00PM EST, Principal Jason Pierce will present on the Beyond Litigation: Maximizing the Benefits of Financial Forensics webinar. Pierce will join two other industry experts as they discuss how financial forensics

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Today Officially Marks 50 Years!

On this date, October 1st, in 1968, Edelstein & Company, LLP became officially incorporated as a business. After a few years as a sole practitioner, our founder Alan M. Edelstein, decided that the time was

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Edelstein Sponsors 2018 Leading By Example Conference

Edelstein is proud to be a lead sponsor for the Leading By Example: Best Practices in Charitable Giving conference taking place on Thursday, October 4, 2018. The Boston Foundation, Boston College and Ropes & Gray LLP host

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Posted In: Events, Sponsorships

Team Edelstein at St. Jude Boston Walk/Run

As we entered into our 50th anniversary year here at Edelstein, we announced our participation in five larger scale community service events to commemorate one per decade that we have been in business.  On Saturday, September 22,

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Posted In: Events