News & Resources

Hear from Tax Partner, Kate Rooney, as she shares her insights and guidance around 529 Plans. Today, Kate addresses the question, “What are Qualified Education Expenses (QEE)?” In our previous post, Kate answered, “What are

Earlier today, it was announced by Massachusetts government leaders that the state income tax filing deadline has been officially extended to July 15, 2020 for filing federal individual income taxes.  We encourage you to read

Please use this as a resource for all the posts we’ve made on COVID-19 and its impact. We’ve provided brief summaries of the content we’ve shared thus far and encourage you to click the link

This update includes a summary of pressing topics to consider as you make business operation decisions resulting from the COVID-19 economic impacts and mandates. Please reach out to us for individualized support as it pertains

Tax Partner, Kate Rooney, has been sharing her expertise on 529 Plans by answering a related question on Fridays. Today, Kate will respond to the question, “What are the limits on 529 Plan distributions prior to

We recently launched Client Account Solutions here at Edelstein! As a firm, we want to be able to provide all the necessary resources to assist our clients in achieving their financial goals. Our team takes

This week’s edition of 529 Plan Fridays will answer the question, “What are 529 Plan beneficiary rules?” Tax Partner, Kate Rooney has been sharing her expertise on 529 Plans by answering a related question on

Last week, we introduced 529 Plan Fridays, in which Tax Partner, Kate Rooney will answer one question each week about 529 Plans. In January, Kate presented on this topic which generated a Q&A session specifically about

Kate Rooney is passionate about helping her clients achieve financial security by using the right tax planning tools and strategies. Whether sharing information about new tax rules, advising on wealth transfer strategies or solving an

Today is #DataPrivacyDay and we’d like to remind you about our IT Consulting Services. Data Privacy Day is an international effort to empower individuals and encourage businesses to respect privacy, safeguard data and enable trust