Archive for Articles Category

Discovering the value in forensic accounting

Edelstein & Company’s Business Valuation and Forensic Accounting department’s thought leaders Marc Bello, Partner, and Jason Pierce, Principal, recently published an article on March 2, 2015 in Massachusetts Lawyers Weekly discussing the value of forensic

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Quarterly Healthcare Advisory

We’re excited to bring you our first Healthcare Advisory. We think you’ll find that these advisories address issues that matter the most to you.  Today’s article discusses 8 tips to help maximize patient self-payment. Along

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Scott Kaplowitch in Wall Street Journal, “The 15 Numbers Every Investor Needs to Know”

Partner Scott Kaplowitch was quoted in the Wall Street Journal article, “The 15 Numbers Every Investor Needs to Know,” discussing the Massachusetts estate tax. While the federal estate tax exemption is now $5 million per

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Scott Kaplowitch on Forbes.com, “Depreciation Tax Extenders Big Bonus for Business Owners”

Partner Scott Kaplowitch was quoted extensively in the Forbes.com article, “Depreciation Tax Extenders Big Bonus for Business Owners,” discussing Section 179 expensing and what it means for clients. “It has a huge impact on their

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Is Your Company at Risk? Take-Away lessons from the Market Basket saga

Marc Bello, a partner, and leader of the Business Valuation team, recently wrote an article for the Winter 2014 Family Business Magazine discussing key lessons family-owned businesses can learn from the Market Basket Saga about

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Scott Kaplowitch in Wall Street Journal, “The Trouble with Trustees”

Partner Scott Kaplowitch was quoted in the Wall Street Journal article, “The Trouble with Trustees,” discussing the circumstances involving decisions made by a  trustee. The beneficiary should come up with a list of reasons why

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Glenn Gates, JD and Greg Rogers, CPA, authored article, “IRS Reporting Requirements for U.S. Persons with Interests in Foreign Accounts,” for SumNews, Summer 2014

Glenn Gates, a tax principal, and Greg Rogers, a nonprofit audit manager, co-authored an article for the MSCPA quarterly magazine, SumNews, about the new IRS rules that impose increased scrutiny over U.S. individuals and business

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Greg Rogers, Nonprofit CPA, Quoted in the June 5, 2014 Boston Globe article

Greg Rogers, a manager on the Edelstein & Company, LLP, Nonprofit Team, was quoted in an article in the Boston Globe Metro West section on June, 5, 2014, “$3.6m Medway athletic complex OK’d, but rift

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“Creating success by the numbers,” Managing Partner, William D. Mahoney, is Profiled in Boston Business Journal, May 2, 2014

Bill Mahoney is featured in this executive profile as he becomes the “state’s new CPA chief” on May 1st. The article highlights Bill’s 34-year career at Edelstein & Company and how he has grown the

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Understanding and Avoiding the Medicare Surtax Real Estate Pitfalls (Banker & Tradesmen, April 14, 2014)

Scott Kaplowitch, leader of the firm’s Tax Group, discusses the impact of the 3.8% Net Investment Income Tax on real estate professionals and how they can minimize if not avoid, an increase in their tax

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