News & Resources

In December, we were excited to announce the promotion of four of our managers to the principal level.  Today we’re highlighting Abhijit Banerjee, a principal on our healthcare team. On his promotion, Banerjee said, “I

This Fall brought some wonderful in office and out of office community service events for our firm. We gladly partner with Building Impact to facilitate the majority of our activities which allows us to continually connect

BOSTON (January 5, 2017) – Edelstein & Company, LLP announced today that Scott B. Kaplowitch, CPA has been appointed Managing Partner of the firm, effective January 1, 2017. Mr. Kaplowitch succeeds William Mahoney who steps

We are happy to announce the promotion of four of our managers to principal.  These individuals are enthusiastic and hard-working members of our firm whom we are excited to welcome to the principal level.  Congratulations

Forbes issued their 2017 Investment Guide which provides strategies on everything for the coming year. Various articles have been compiled to create this year’s guide, including the recently published, “Why Big Donors Are Fast-Tracking Charitable Gifts

On Monday, Partner Scott Kaplowitch was quoted in the Forbes article “Why Big Donors Are Fast-Tracking Charitable Gifts To Year-End 2016,” which discusses why it could be savvy from a tax perspective to fast-track future

Today, Partner Scott Kaplowitch was quoted in the Forbes article “2016 It’s A Good Year To Take Losses,” which discusses President-elect Donald Trump’s proposed tax plans.  Kaplowitch says, “I always push taking capital losses, but this

Partner Mike Antonelli was quoted in yesterday’s Financial Advisor article “Election Results Spawn Year-End Tax Moves,” which discusses potential new legislation under President-elect Donald Trump. Although it’s too soon to know what the new legislation will

The weaker pound has highlighted a range of investment opportunities in the UK. Commercial property is one of the investment opportunities where the low value of the pound means great deals are available. You would