News & Resources

On this date, October 1st, in 1968, Edelstein & Company, LLP became officially incorporated as a business. After a few years as a sole practitioner, our founder Alan M. Edelstein, decided that the time was

An important piece of who we are as a firm relates to the organizations that we’re members of.  We value the relationships, connections and networks that we have gained through our affiliations with AGN International

Edelstein is proud to be a lead sponsor for the Leading By Example: Best Practices in Charitable Giving conference taking place on Thursday, October 4, 2018. The Boston Foundation, Boston College and Ropes & Gray LLP host

  On June 19, 2018, three members of Edelstein’s Tax Team presented a tax timely topic update regarding the Tax Cuts and Jobs Act (TCJA). Principal Kate Rooney presented on law changes impacting individuals, trusts,

On December 11, 2017, Forbes published the article, “A Roth IRA At Age 15, Thanks To The Parent Match.”  This piece discusses the importance of starting retirement planning at an early age for your children

On Friday, November 10, 2017, The Wall Street Journal published the article, “How You Can Get Ready Now for Big Tax Changes Soon.”  This piece discusses tax moves to consider based on the current tax

Released last week, the Unified Tax Reform Framework announced the retreat over individual tax cuts.  According to Edelstein’s Managing Partner, Scott Kaplowitch, the reduced rate on pass-throughs could complicate matters. Read the full Accounting Today article about

With the possibility of significant tax reform legislation this year, tax planning is more complicated yet more important than ever. To save the most, you need to be sure you’re taking advantage of every tax