Archive for Alerts & Advisories Category
By Edelstein on June 28, 2017
It’s sad to say, but not all doctors in physician practices get along. Whether they’re haggling over administrative matters or a partner’s job responsibilities, the strife it creates can turn a normally congenial practice into
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Posted In: Alerts & Advisories
By Edelstein on June 27, 2017
Summer is a popular time to move, whether it’s so the kids don’t have to change schools mid-school-year, to avoid having to move in bad weather or simply because it can be an easier time
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Posted In: Alerts & Advisories
By Edelstein on June 21, 2017
Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2017. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to
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Posted In: Alerts & Advisories
By Edelstein on June 14, 2017
The tax consequences of the sale of an investment, as well as your net return, can be affected by a variety of factors. You’re probably focused on factors such as how much you paid for
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Posted In: Alerts & Advisories
By Edelstein on June 9, 2017
Edelstein’s nonprofit partner Alfonso Perillo hosts this industry focused podcast where he’ll sit down with individuals from various professions with a focus on nonprofit organizations. In this two-part episode, A Conversation About Private Foundations, Alfonso
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Posted In: Alerts & Advisories, Resources
By Edelstein on June 7, 2017
With school letting out you might be focused on summer plans for your children (or grandchildren). But the end of the school year is also a good time to think about Coverdell Education Savings Accounts
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Posted In: Alerts & Advisories
By Edelstein on May 31, 2017
All charitable donations aren’t created equal — some provide larger deductions than others. And it isn’t necessarily just how much or even what you donate that matters. How the charity uses your donation might also
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Posted In: Alerts & Advisories
By Edelstein on May 25, 2017
This month’s newsletter discusses email campaigns getting stuck in spam. An increasing number of legitimate fundraising emails are being stopped by spam filters and we include the result of a recent study reported by The
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Posted In: Alerts & Advisories
By Edelstein on May 17, 2017
Income and losses from investment real estate or rental property are passive by definition — unless you’re a real estate professional. Why does this matter? Passive income may be subject to the 3.8% net investment
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Posted In: Alerts & Advisories
By Edelstein on May 2, 2017
Each year, millions of taxpayers claim an income tax refund. To be sure, receiving a payment from the IRS for a few thousand dollars can be a pleasant influx of cash. But it means you
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Posted In: Alerts & Advisories