News & Resources

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

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

You may have heard that the Inflation Reduction Act (IRA) was signed into law recently. While experts have varying opinions about whether it will reduce inflation in the near future, it contains, extends and modifies

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

We are proud to announce that Edelstein has again been named as one of the Top 200 (#168) accounting firms in the nation by Inside Public Accounting (IPA). Firms are ranked by U.S. net revenues

The U.S. Senate and House of Representatives have passed the Inflation Reduction Act (IRA). President Biden is expected to sign the bill into law shortly. The IRA includes significant provisions related to climate change, health

Sometimes, bigger isn’t better: Your small- or medium-sized business may be eligible for some tax breaks that aren’t available to larger businesses. Here are some examples. 1. QBI deduction For 2018 through 2025, the qualified