Contributor: Michael P. Antonelli
By Edelstein on January 4, 2023
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
READ MORE
Posted In: Alerts & Advisories
By Edelstein on December 28, 2022
Socking away money in a tax-advantaged retirement plan can help you reduce taxes and help secure a comfortable retirement. If your employer offers a 401(k) or Roth 401(k), contributing to the plan is a smart
READ MORE
Posted In: Alerts & Advisories
By Edelstein on December 21, 2022
If you own a business, you may wonder if you’re eligible to take the qualified business income (QBI) deduction. Sometimes this is referred to as the pass-through deduction or the Section 199A deduction. The QBI
READ MORE
Posted In: Alerts & Advisories
By Edelstein on December 7, 2022
As you may know, you can’t keep funds in your traditional IRA indefinitely. You have to start taking withdrawals from a traditional IRA (including a SIMPLE IRA or SEP IRA) when you reach age 72.
READ MORE
Posted In: Alerts & Advisories
By Edelstein on November 29, 2022
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
READ MORE
Posted In: Alerts & Advisories
By Edelstein on October 19, 2022
If you’re interested in investing in tax-free municipal bonds, you may wonder if they’re really free of taxes. While the investment generally provides tax-free interest on the federal (and possibly state) level, there may be
READ MORE
Posted In: Alerts & Advisories
By Edelstein on October 6, 2022
If you have a child or grandchild who’s going to attend college in the future, you’ve probably heard about qualified tuition programs, also known as 529 plans. These plans, named for the Internal Revenue Code
READ MORE
Posted In: Alerts & Advisories
By Edelstein on October 5, 2022
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
READ MORE
Posted In: Alerts & Advisories
By Edelstein on October 3, 2022
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
READ MORE
Posted In: News
By Edelstein on September 28, 2022
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
READ MORE
Posted In: Alerts & Advisories