News & Resources

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “Be Careful When Passing Down a Roth IRA,” which outlines four common mistakes that are made when planning to pass along a Roth and ways

Edelstein is proud to be a lead sponsor for the Leading By Example: Best Practices in Charitable Giving conference taking place on Thursday, October 20, 2016. The Boston Foundation, Boston College and Ropes & Gray LLP

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “The Other March Madness: What the IRS Thinks of Your Bracket,” which outlines what you need to know about gambling income and deductions. “The

The PATH Act extended the Work Opportunity Tax Credit for five years AND expanded the definition of eligible employees to include the long-term unemployed. If you’re considering hiring someone who falls in one of the targeted

 Train Your Head To Think Fast On Your Feet On October 22, 2015, the accounting and auditing department hosted a variety of clients at Laugh Boston.  Attendees were led by Improv Asylum and Laugh Boston

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “Act Now to Lower Your 2015 Taxes,” which provides a checklist and guidance on key areas as year-end approaches. “For example, some investors may have

Partner Scott Kaplowitch was quoted in The Wall Street Journal article, “How Executives Can Minimize the Retirement Tax Hit,” which discusses how planning ahead can reduce the tax burden on employees who cash in stock awards and

In his recently published Xconomy.com article, Partner Scott Kaplowitch asks, “When is a stock option a golden ticket, when is it of no consequence, and when is it a losing proposition? These are important questions for people

Partner Scott Kaplowitch was quoted in the Wall Street Journal article, “A New Tax Break for Married Couples” discussing the Internal Revenue Service’s recently released final rules detailing a substantial estate-and-gift tax break for married

Scott Kaplowitch, along with Frank Sennott, Financial Planner at Ropes Wealth Advisors, presented Tax and Financial Considerations of Stock Options to a group of 20 at Greentown Labs on Thursday, July 2nd.  Greentown Labs enables