News & Resources

Converting a traditional IRA to a Roth IRA can provide tax-free growth and the ability to withdraw funds tax-free in retirement. But what if you convert a traditional IRA — subject to income taxes on

BOSTON (August 17, 2017) – – Edelstein & Company, LLP announced today that David McKay has joined the firm as a Partner and will serve as the Assurance Practice Leader.  Mr. McKay was previously Partner

Most of the talk about possible tax legislation this year has focused on either wide-sweeping tax reform or taxes that are part of the Affordable Care Act. But there are a few other potential tax

This month’s newsletter includes the following topics: Planned Giving: An Option To Consider 8 Tips to Determine Your Not-for-Profit’s Year-End Read the entire newsletter here. Also, be sure to check out our nonprofit industry podcast.

Edelstein’s nonprofit partner Alfonso Perillo is joined by Tina Cantu, an involved board member at a variety of nonprofits throughout New England to discuss items athletes and high profile individuals should consider if they’re interested

In the quest to reduce your tax bill, year end planning can only go so far. Tax-saving strategies take time to implement, so review your options now. Here are three strategies that can be more

Tax reform has been a major topic of discussion in Washington, but it’s still unclear exactly what such legislation will include and whether it will be signed into law this year. However, the last major

Now that we’ve hit midsummer, if you own a vacation home that you both rent out and use personally, it’s a good time to review the potential tax consequences: If you rent it out for

Edelstein & Company’s valuation team is pleased to present you with our first ever asset management industry update, with public insights geared towards privately held managers.  This piece, intended to be part of an ongoing

This month’s newsletter includes the following topics: Individual, Foundation, Corporate Giving All Rose Last Year IRS Announces Three New Members for Advisory Committee on Tax Exempt and Government Entities New Liquidity Disclosures for Not-for- Profits: