Archive for Resources Category

Jonathan Gorski’s upcoming webinar with Provident Healthcare Partners

Join us for a complimentary webinar, Thursday, June 27th from 1:00-2:00pm EST.  Edelstein partner, Jonathan Gorski, and Provident Healthcare Partners’, Eric Major, will present The State of the Ophthalmology Sector Five Years into Private Equity

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Posted In: Alerts & Advisories, Events, Resources

Marc Bello & Jason Pierce presenting at Annual Consultants’ Conference

Next week, Business Valuation partners Marc Bello and Jason Pierce, will be presenting at NACVA’s Annual Consultants’ Conference.  On Wednesday, June 5th, Pierce will present, “The Calculation of Value Controversy- More Efficient or Serious Compromise?”

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Posted In: Events, Resources

Lisa George in CityBizList

Human Resources Director, Lisa George, was recently interviewed by CityBizList Boston to share her insights and expertise on job searching.  Read her thoughts here.

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Posted In: Articles, Resources

Jason Pierce to present at Massachusetts Bar Association program

Partner Jason Pierce will be a panelist at the Massachusetts Bar Association’s Intersection of Family Law & The New Tax Laws program on May 7th. Attendees can expect to learn more about: How tax changes affect

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Posted In: Events, Resources

Marc Bello presenting at Annual Family Law Conference

On May 3, 2019, partner Marc Bello, will present an Alimony Update at MCLE’s 22nd Annual Family Law Conference in Boston. Bello will be joined by Michael I. Flores, Esq., Jeffrey A. Soilson, Esq., and Lisa M. Wilson,

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Posted In: Events, Resources

Bob Babine in Relationship Banking article

Partner, Bob Babine, collaborated with Boston Private to contribute to the article, “Relationship Banking: The Business Owner Benefits.”  This piece highlights the key reasons it pays to build rapport with a private banker.  According to Babine,

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Posted In: Articles, Resources

Emily Matthews in CityBizList

Tax Partner, Emily Matthews, was recently interviewed by CityBizList Boston to share her expert guidance on what retirees should be aware of when filing taxes in 2019.  Read her advice here.

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Posted In: Articles, Resources

Edelstein included as AGN Member Focus

As an AGN Member firm, we have the opportunity to connect and work with accounting firms across the globe.  We value the relationships we’ve been able to cultivate through this membership. Over the years we

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Posted In: Alerts & Advisories, Articles, News, Resources

Scott Kaplowitch Channel 5 interviews

In January, our Managing Partner Scott Kaplowitch, was interviewed by WCVB Channel 5 regarding the government shutdown and its impact on tax refunds.  If you didn’t catch these interviews live, be sure to check them

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Posted In: Alerts & Advisories, News, Resources

Edelstein on Radio Entrepreneurs

Earlier this month, Tax Partner Emily Matthews and Marketing Manager Casey Blake, were invited to be on an episode of Radio Entrepreneurs hosted by Sapers & Wallack.  Matthews discussed hot topics related to current tax issues

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Posted In: Alerts & Advisories, News, Resources