News & Resources

The use of a company vehicle is a valuable fringe benefit for owners and employees of small businesses. This perk results in tax deductions for the employer as well as tax breaks for the owners

Before we head too far into December, we wanted to take a moment to reflect on November. Watch the video below to see what we were up to. Watch our October at Edelstein video here.

Forecasting how your company is likely to perform over the next year can be challenging, especially when it’s unclear where the markets are heading. But accurate forecasts are critical when managing a business. For example,

Annually, we host our State of the Firm meeting in which the entire firm comes together to reflect on our past year and look forward to the next.  This year, many aspects of our event

At Edelstein’s annual State of the Firm, we announced the promotion of Jesse Gillett to Partner, effective January 1, 2022. Jesse joined Edelstein in 2015 and is part of our Business Valuation & Forensic Accounting

If you’re starting to worry about your 2021 tax bill, there’s good news — you may still have time to reduce your liability. Here are three quick strategies that may help you trim your taxes

An external audit is less stressful and less intrusive if you anticipate your auditor’s document requests. Auditors typically ask clients to provide similar documents year after year. They’ll accept copies or client-prepared schedules for certain

Last year, in the spirit of Thanksgiving, Edelstein gathered recipes from team members and created a Thanksgiving Recipe Book. This year, we slightly adjusted the recipe book to be traditional family recipes instead of Thanksgiving

Are you thinking about merging with or acquiring a business? CPA-prepared financial statements can provide valuable insight into historical financial results. But an independent quality of earnings (QOE) report can be another valuable tool in

On September 30, 2021, the Massachusetts legislature joined several other states in adopting an elective pass-through entity (PTE) excise tax. This is in response to the $10,000 cap on the federal state and local tax