News & Resources

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

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

USA 500 Clubs’ is an organization comprised of senior and partner level trust advisors, which is focused on developing relationships and increasing commerce.  Annually, the organization recognizes a member who has gone above and beyond

On June 28, 2018, Tax Principal, Emily Matthews, was quoted in Accounting Today’s article, “The IRS looks ahead to 2022.”  This piece discusses the IRS’ plans to improve tax payer services, tax administration, and technology.

 On Wednesday, May 30th, Business Valuation Partner, Marc Bello, and Principal, Jason Pierce, will present at MCLE’s Family Law Financial Forensics Conference. Bello is also Chair of the conference. This program will address a key financial issue

On May 21, 2018, Tax Principal Kate Rooney was quoted in the Accounting Today article, “Lessons from the 2018 tax season.”  This tax season was unique as many preparers spent time explaining the impacts of

On Friday, May 18th, Partner Marc Bello will present at the 21st Annual Family Law Conference Hosted by MCLE.  Marc will be joined by other experts to provide an Alimony Update. This year’s conference will

It is with great sadness and a heavy heart that we share with you the news of Alan Edelstein’s passing. Alan founded this firm 50 years ago, and had a vision of a business in

One of our priorities here at Edelstein is giving back to the community.  It is something that has been woven into our firm’s fabric for 50 years ago.  Over the years, our participation and events