News & Resources

On Wednesday, August 4, 2021, Edelstein announced the promotions of the following team members: Brittany Anderson, Supervisor, Accounting, Audit, & Assurance Jessica Bertini, Manager, Tax Stephen Brady, Supervisor, Accounting, Audit, & Assurance Nicole Desilets, Senior

Auditors typically deliver financial statements to calendar-year businesses in the spring. A useful tool that accompanies the annual report is the management letter. It may provide suggestions — based on industry best practices — on

August is here and Edelstein wanted to take a break to reflect on July. Watch the video below to see what we were up to.   Watch our June at Edelstein video, here.  

On Thursday, August 12, 2021, Business Valuation & Forensic Accounting Partner, Marc Bello, will be presenting at the 4th annual CLE by the Sea. This event is organized by the Greater Newburyport Bar Association and

The Small Business Administration (SBA) has released new guidance intended to expedite the forgiveness process for certain borrowers under the Paycheck Protection Program (PPP). The simplified process generally is available for loans of $150,000 or

A complete set of financial statements for your business contains three reports. Each serves a different purpose, but ultimately helps stakeholders — including managers, employees, investors and lenders — evaluate a company’s performance. Here’s an

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market value basis rules (also known

Analytical software tools will never fully replace auditors, but they can help auditors do their work more efficiently and effectively. Here’s an overview of how data analytics — such as outlier detection, regression analysis and

On Wednesday, July 21, 2021, Edelstein hosted our first firm-wide diversity, equity, and inclusion training. When we announced the forming of our IDEA Council at our 2020 State of the Firm, one of the major

On Tuesday, July 20, 2021, Jonathan Liff, Tax Senior Manager, was quoted in an article that was posted by Givinga. The article was titled, “Tax Benefits of Corporate Giving, with Jon Liff, CPA at Edelstein”