News & Resources

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

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

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

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

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

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

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

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

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

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