Archive for Resources Category

Jason Pierce at NITA

On December 12, 2018, Business Valuation Partner, Jason Pierce, participated as a mock expert witness for the National Institute for Trial Advocacy’s (NITA) Building Trial Skills workshop.  This program took place at the Omni Parker

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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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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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Emily Matthews in New England Family Business Magazine

Tax Principal, Emily Matthews, has been published in the Winter 2018 edition of New England Family Business Magazine with her article, “Should I Convert To A C Corp?”  In this piece, Matthews discusses all facets

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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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Marc Bello & Jason Pierce in Boston Bar Association’s Family Law Newsletter

Earlier this month, Business Valuation partner, Marc Bello, and principal, Jason Pierce, were published in the Boston Bar Association’s Family Law Newsletter with their article, The Impact of the Tax Cuts and Job Act on Family

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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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Posted In: Events, Resources