News & Resources

This month’s newsletter includes the following: Updated Form 990-EZ to Help Smaller Nonprofits Avoid Errors FASB Amends the Consolidation Guidance for Nonprofits 2017 Institute for Trustees upcoming event Read the entire newsletter here. 

Last year you may have made significant gifts to your children, grandchildren or other heirs as part of your estate planning strategy. Or perhaps you just wanted to provide loved ones with some helpful financial

Incentive stock options allow you to buy company stock in the future at a fixed price equal to or greater than the stock’s fair market value on the grant date. If the stock appreciates, you

Partner Mike Antonelli was quoted in the recent Financial Advisor article, Make Taxes Great Again, which discusses potential tax shifts coming with President Trump.  Antonelli is quoted in the discussion around alternative minimum tax (AMT).

Tax Associate Ryan Filker authored this Life Science Tax Incentive piece to explain how a company can qualify for the various Life Science credits, and maintain its certification by staying in conformance with the current

Investment interest — interest on debt used to buy assets held for investment, such as margin debt used to buy securities — generally is deductible for both regular tax and alternative minimum tax purposes. But

The break allowing taxpayers to take an itemized deduction for state and local sales taxes in lieu of state and local income taxes was made “permanent” a little over a year ago. This break can

This month’s newsletter includes the following: Who should be issued 1099-MISC forms? New IDR Procedures Meet With Praise, Some Compliance Concerns Form 1023-EZ Report Card Read the entire newsletter here.

How Healthy Is Your Practice? Happy New Year from your advisors at Edelstein. Jonathan Gorski and Chris Swain were published in HFMA Advisor with their article, “How Healthy Is Your Practice? It’s Time for the