News & Resources

Financial statements look at historical performance. But there are times when you want forward-looking reports to help your business make strategic investment decisions, evaluate the viability of a turnaround plan or apply for a loan.

Maintaining the status quo in today’s volatile marketplace can be risky. To succeed, businesses need to “level up” by being proactive and adaptable. But some managers may be unsure where to start or they’re simply

On Thursday, May 19, 2022, Business Valuation & Forensic Accounting Partner, Marc Bello, will be participating in MCLE’s program, ‘Understanding Business Financial & Tax Concepts in Divorce Law’. This program teaches core financial knowledge commonly

Taking care of an elderly parent or grandparent may provide more than just personal satisfaction. You could also be eligible for tax breaks. Here’s a rundown of some of them. 1. Medical expenses. If the

As we head further into Spring, Edelstein wanted to take a moment to reflect on the past month. Watch the video below to see the resources we shared and events that we held.

If you donate valuable items to charity, you may be required to get an appraisal. The IRS requires donors and charitable organizations to supply certain information to prove their right to deduct charitable contributions. If

What are the tax consequences of selling property used in your trade or business? There are many rules that can potentially apply to the sale of business property. Thus, to simplify discussion, let’s assume that

Financial statements tell only part of the story. Investors, lenders and other stakeholders who know how to identify red flags of impending problems can protect their own financial interests. Additional due diligence may be needed

Many companies have an internal audit department that tests whether the organization is accurately reporting financial results and complying with U.S. Generally Accepted Accounting Principles (GAAP). But it’s important for internal auditors to think beyond

On Tuesday, May 3, 2022, Managing Partner, Scott Kaplowitch will be presenting at Northern Trust’s event, ‘Navigating Risk and Protecting Enterprise Value’. This event is a great opportunity for Business Owners, Founders, & CEOs to