Contributor: Joshua Siegel

2023 Largest Accounting Firms Announced

We are, once again, proud to announce that we have been named as a top accounting firm in Massachusetts by the Boston Business Journal. Published on February 9, 2023, we are ranked as the 18th

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Posted In: Awards

Edelstein’s Joanna Lambert Sponsoring Project for Boston University’s School of Public Health

Led by Joanna Lambert, Healthcare Management Consultant, Edelstein is sponsoring a semester-long project for Boston University’s School of Public Health. Joanna is working with six graduate students on a business plan to expand our Healthcare

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Posted In: Sponsorships

Edelstein Included in Forbes’ List of Best Accounting and Tax Firms for 2023

On November 30, 2022, Forbes released their third annual list of America’s Best Tax and Accounting Firms. Forbes selected the recipients based on an independent survey and an online access panel of thousands of tax and

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Posted In: Awards

Tax Alert- SECURE 2.0 law may make you more secure in retirement

A new law was recently signed that will help Americans save more for retirement, although many of the provisions don’t kick in for a few years. The Setting Every Community Up for Retirement Enhancement 2.0

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Posted In: Alerts & Advisories

Tax Alert- Year-end giving to charity or loved ones

The holiday season is here and many people plan to donate to their favorite charities or give money or assets to their loved ones before the end of the year. Here are the basic tax

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Posted In: Alerts & Advisories

Emerging Tax Alert- Inflation Reduction Act expands valuable R&D payroll tax credit

When President Biden signed the Inflation Reduction Act (IRA) into law in August, most of the headlines covered the law’s climate change and health care provisions. But the law also enhances an often overlooked federal

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Posted In: Alerts & Advisories

Edelstein & Company LLP Becomes Independent Member of the BDO Alliance USA

Edelstein expands resources for clients and employees Boston, Massachusetts: Edelstein & Company is pleased to announce that we have joined the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting

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Posted In: News

Tax Alert- Year-end tax planning ideas for individuals

Now that fall is officially here, it’s a good time to start taking steps that may lower your tax bill for this year and next. One of the first planning steps is to ascertain whether

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Posted In: Alerts & Advisories

Emerging Tax Alert- Massachusetts Announces Taxpayer Refunds

On Friday, September 16, 2022, the Baker-Politio Administration announced details for a return of $2.941 billion in excess tax revenue that will be refunded to Massachusetts taxpayers. Massachusetts law requires that when tax revenue collections

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Posted In: Alerts & Advisories

Tax Alert- Self-employed? Build a nest egg with a solo 401(k) plan

Do you own a successful small business with no employees and want to set up a retirement plan? Or do you want to upgrade from a SIMPLE IRA or Simplified Employee Pension (SEP) plan? Consider

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Posted In: Alerts & Advisories