Recent Posts
By Edelstein on February 15, 2023
If you’re a parent, you may be confused about the rules for claiming the Child Tax Credit (CTC). The rules and credit amounts have changed significantly over the last six years. This tax break became
READ MORE
Posted In: Alerts & Advisories
By Edelstein on February 13, 2023
It can be challenging to keep track of which accounting rules are changing, when the changes kick in and for which types of entities. Plus, implementing the necessary revisions to your organization’s procedures and systems
READ MORE
Posted In: Alerts & Advisories
By Edelstein on February 9, 2023
Years of robust construction activity in Boston as well as in other Massachusetts’ economies has brought us numerous valuation and modeling projects focused in this space. Shareholder disputes, consulting projects and divorces alike have reinforced
READ MORE
Posted In: Articles
By Edelstein on February 1, 2023
Most retirement plan distributions are subject to income tax and may be subject to an additional penalty if you take an early withdrawal. What’s considered early? In general, it’s when participants take money out of
READ MORE
Posted In: Alerts & Advisories
By Edelstein on January 18, 2023
If you have a child or grandchild in college — congratulations! To help pay for the expenses, many parents and grandparents saved for years in tax-favored accounts, such as 529 plans. But there are also
READ MORE
Posted In: Alerts & Advisories
By Edelstein on January 16, 2023
CPA firms do more than audits and tax returns. They can also help you with everyday accounting-related tasks, such as bookkeeping, budgeting, payroll and sales tax filings. Should your organization outsource its accounting needs? Here
READ MORE
Posted In: Alerts & Advisories
By Edelstein on January 11, 2023
The Employee Retention Credit (ERC) was a valuable tax credit that helped employers that kept workers on staff during the height of the COVID-19 pandemic. While the credit is no longer available, eligible employers that
READ MORE
Posted In: Alerts & Advisories
By Edelstein on January 10, 2023
On November 30, 2022, Forbes released their third annual list of America’s Best Tax and Accounting Firms. Forbes selected the recipients based on an independent survey and an online access panel of thousands of tax and
READ MORE
Posted In: Awards
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