Boston CPA firm, Edelstein & Company LLP (Edelstein), is pleased to announce that six principals, Robert D. Babine, Michael Barbera, Emily W. Matthews, Jason R. Pierce, Kate Rooney, and Kyle J. Shukie have been promoted to partner, effective January 1, 2019.
Robert (Bob) D. Babine focuses his practice on audit, accounting, and business consulting and works with technology, retail, professional services, manufacturing, and other privately-held entities on complex accounting and operations issues. Bob also helps his clients fill gaps in staffing and often steps in as their acting CFO or controller.
Michael Barbera advises multi-million dollar, privately-held business entities and their owners on complex federal, state, and local tax issues. He helps large, multi-state and international flow-through entities, large C-Corporations, high net worth individuals, and other clients with planning and compliance. In addition, Michael has deep, broad experience dealing with state and local tax issues. His clients range from software, high-tech, real estate, the legal services sector, private equity/hedge funds, and investment partnerships. He also handles certain aspects of international compliance.
Emily W. Matthews provides sophisticated tax compliance and advisory services to closely-held businesses, their owners, and other high net worth individuals. Emily focuses her practice on helping growing businesses and affluent individuals and families with tax planning and compliance, as well as consulting matters.
Jason R. Pierce advises clients on sophisticated business transactions, litigation matters, and other complex financial matters. Jason provides objective, third-party analysis in a wide variety of contexts, including forensic accounting, business valuation, and financial analysis.
Kate Rooney helps clients achieve financial security by using the right tax planning tools and strategies. Her practice includes sharing information about new tax rules, advising on wealth transfer strategies, and solving an unexpected tax issue before it becomes a problem. Kate serves high net worth individuals and their families, including executives, investment managers, attorneys, physicians, hedge fund partners, venture capitalists, and entrepreneurs. Many of Kate’s clients file multiple types of returns and in many states.
Kyle J. Shukie helps privately-held business entities – ranging from small family businesses to $100 million companies – minimize their tax liability and ensure regulatory compliance. Kyle evaluates the tax implications and advises his clients about their options, including business and real estate transactions, entity structuring, investment options, and compensation plans. He works with CFOs and controllers to optimize internal controls and accounting processes and advises the accounting staff on how to use their financial software as efficiently as possible. Kyle also counsels high net worth individuals and their families on estate planning and tax-saving strategies.
Managing Partner, Scott Kaplowitch, said, “I appreciate their dedication to Edelstein and want to extend congratulations on behalf of our entire firm. I look forward to their continued leadership in 2019 and beyond. As we continue to grow at Edelstein, we’re thrilled to have the addition of these hard-working, creative individuals to the partner group.”
About Edelstein & Company LLP (Edelstein)
Edelstein is still the place our founders envisioned in 1968. 50 years later, our people carry on the timeless values that got us started and which have fostered our continued growth as a firm and as individuals: Exceptional client service, teamwork and collaboration, professional excellence, personal satisfaction and growth, and collegiality.
Edelstein works with clients in a variety of areas, including financial services, food & beverage, healthcare, nonprofit organizations, privately-owned businesses, professional services, real estate & construction, and start-up and emerging companies and provides the following services: accounting services, advisory services, audit & assurance, business services, business valuation & forensic services, international tax services, healthcare advisory, individual services, and tax services.
