News & Resources

BOSTON (January 5, 2017) – Edelstein & Company, LLP announced today that Scott B. Kaplowitch, CPA has been appointed Managing Partner of the firm, effective January 1, 2017. Mr. Kaplowitch succeeds William Mahoney who steps

Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2017. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits remain unchanged for 2017. The only limit that has increased from the 2016 level is for contributions to

We are happy to announce the promotion of four of our managers to principal.  These individuals are enthusiastic and hard-working members of our firm whom we are excited to welcome to the principal level.  Congratulations

Forbes issued their 2017 Investment Guide which provides strategies on everything for the coming year. Various articles have been compiled to create this year’s guide, including the recently published, “Why Big Donors Are Fast-Tracking Charitable Gifts

A tried-and-true estate planning strategy is to make tax-free gifts to loved ones during life, because it reduces potential estate tax at death. There are many ways to make tax-free gifts, but one of the

This month’s newsletter includes the following: Overtime Injunction Appealed To 5th Circuit New IRS Audit Selection Criteria Sponsorship Income Can Generate UBI Read the entire newsletter here. 

Deferring income and accelerating deductions quite often presents itself as a tax planning opportunity. This year, it could be even more beneficial.  Given the recent election results and potential shifts on the horizon, it’s important

In order to take advantage of two important depreciation tax breaks for business assets, you must place the assets in service by the end of the tax year. So you still have time to act

The last month or so of the year offers accrual-basis taxpayers an opportunity to make some timely moves that might enable them to save money on their 2016 tax bill. Record and recognize The key