Company Events – Edelstein & Company, LLP

Annual State of the Firm: A new spin on an Edelstein tradition

Edelstein — Fri, 22 Nov 2019 18:36:05 +0000

Annually, we host our State of the Firm meeting in which the entire firm comes together to reflect on our past year and look forward to the next. This year, we took a different approach by incorporating some outside keynote speakers, leveraging videos to share updates, and working with real-time feedback from our team members to mold pieces of the agenda.

We worked with Building Impact to kick off the day with a firm-wide community service project. We put together winter essentials kits for homeless children and young adults being served at Bridge Over Troubled Waters. We were humbled to learn about the amazing work this organization is doing to help youth in Boston.

We then headed over to the beautiful BC Club to start our event, where everyone was greeted by branded balloons and a lively playlist to set the tone. We were thrilled to have keynote speaker Neil Wood open up the day with his message of positivity and collaboration. His address to our firm members left a lasting impression of team work with his “less me, more we” mentality. We then shared survey results, a new world cloud, unveiled our new mission, vision, and values, celebrated milestone anniversaries, and saw what our committees accomplished this year. We then had the unique opportunity to hear from AGN‘s Global CEO, Malcolm Ward. Malcolm joined us from the UK to share his insights on the future of our industry and how our AGN network equips us to be prepared for the coming changes.

We wrapped the day up with goal setting for 2020. Not just stating what we hope to accomplish, but outlining how we intend to be actionable to achieve those goals.

The day drove home the themes of identifying your unique asset to bring to Edelstein each day, getting charged up for 2020, collaboration, and overall communication.

Edelstein Hosts Annual Tax Timely Topic Breakfast

Edelstein — Tue, 12 Nov 2019 16:15:12 +0000

On November 12th, 2019, we hosted our Annual Tax Timely Topic Breakfast at the UMass Club. The morning started with our IT Director, Mike Bisso, presenting on Security Awareness. After that, a panel consisting of our Managing Partner, Scott Kaplowitch, Tax Principal, Glenn Gates, and Tax Manager, Jonathan Liff answered questions on Trusts & Estates, Qualified Business Income Deduction, and International Accounting. To conclude the morning, Partner, Bob Babine, shared his insights on Revenue Recognition. The breakfast was moderated by Tax Managers, Kathryn Clark and Bethany Kelly. Attendees had the opportunity to learn from our thought leaders as well as network with them and each other. We pride ourselves on being able to share these insights and bring value to our clients.

Scott Kaplowitch Speaks at the Business Fundamentals Bootcamp

Edelstein — Fri, 01 Nov 2019 16:01:45 +0000

Today, Managing Partner Scott Kaplowitch, presented about Finance & Administration at the Business Fundamentals Bootcamp at CIC Boston. He taught ‘Choose Your Entity Wisely and How to Compensate Your Employees’ to the audience of mature and growing companies. Three break out sessions focused on the event’s theme “Riding the Business Roller Coaster – The Various Stages of Organizational Growth and Success!” The Bootcamp concluded with a panel presentation including four experts sharing their insights. This event is a great resource for businesses of varying scopes to both learn about relevant topics and network with others in similar positions.

Scott Kaplowitch presents at AGN fall Symposium

Edelstein — Thu, 24 Oct 2019 13:01:07 +0000

Earlier this week, Managing Partner, Scott Kaplowitch, presented at AGN‘s Fall Symposium. The event took place in Atlanta, Georgia and Scott shared his expertise on Trusts & Estates. The symposium included agenda items such as:

Federal Income Tax Update,
International Tax Opportunities and Challenges,
State and Local Tax in 2019,
Understanding the R&D Credit, and
Opportunity Zones.

We always look forward to the opportunity to network and learn with our AGN colleagues. We are proud to be a member firm of this global organization of independent accounting firms. As an AGN Member firm, we have access to the most up-to-date regulations and best practices throughout the world, allowing us to serve clients no matter where they live or conduct business. We have access to business advice globally through the nearly 200 member firms in over 80 countries worldwide.

Edelstein & Company Sponsors Upcoming Business Fundamentals Bootcamp

Edelstein — Tue, 22 Oct 2019 16:17:07 +0000

The next Business Fundamentals Bootcamp, sponsored by Edelstein & Company LLP, will be held on November 1, 2019 at CIC Boston. The theme of this event is, “Riding the Business Roller Coaster – The Various Stages of Organizational Growth and Success!” Click here to register and for more information.

Managing Partner, Scott Kaplowitch, will present, “Choose your entity wisely and how to compensate your employees.”

2019 College & University Visits

Edelstein — Thu, 12 Sep 2019 15:05:06 +0000

We kicked off our College & University visits this week! Come meet us and learn about what makes Edelstein & Company a great firm to work for. We provide the opportunity and support for young professionals to learn, grow and succeed at a place where people genuinely care and have fun. We provide competitive compensation and benefits, comprehensive training and a mentoring program for recent graduates, and professional development throughout your career. Our schedule for the Fall is as follows:

2019 CAMPUS EVENTS

Tuesday, September 10- Nichols College

Monday, September 16- Stonehill College

Wednesday, September 18- University of Massachusetts Amherst

Thursday, September 19-Southern New Hampshire University

Tuesday, September 24-University of Massachusetts Lowell

Tuesday, September 24- Suffolk University

Tuesday, September 24- University of Massachusetts Boston

Wednesday, September 25-Providence College

Thursday, September 26- Salem State University

Thursday, September 26- University of Rhode Island

Thursday, September 26-Merrimack College

Tuesday, October 15- MSCPA Career Fair

Tuesday, October 15-Northeastern University

Job Openings

Edelstein’s Leveraging Your Strengths Panel

Edelstein — Fri, 02 Aug 2019 13:30:57 +0000

On August 1, 2019, Edelstein’s Women’s Initiative hosted the Leveraging Your Strengths Panel in which the entire firm was invited to attend and hear two speakers share the ways in which they’ve used marketing and business development to enhance their careers. They discussed what creative approaches they took to leverage their unique strengths and guided us through how to craft our own personal passion pitches. Our event was held at District Hall.

Our speakers included Jessica Prince and Victoria Nessen. Jessica is a Relationship Manager at First Republic Bank and Victoria is the President of NK&A Marketing.

The nearly 50 attendees had the opportunity to hear directly from these enlightening speakers about their personal experiences and career journeys.

After the speaking portion of the event, we had a great time networking with one another during a cocktail reception. Our colleagues leveraged the time to connect with one another while also being able to ask questions and network with our engaging speakers.

We thank the speakers for sharing such valuable information with us!