Smart Moves to Make Before Year-End: Your 2026 Tax Planning Guide
No one likes a surprise balance due when they file. The good news is that the weeks before December 31 are when you still have real control over your 2026 tax bill. Below are the planning opportunities worth a look … Read more…
The Most Important KPI May Be the One You Cannot Find on the Income Statement
Most physician-owners can tell you their practice revenue without pausing. Many also know their collections rate, overhead percentage, patient volume, and annual income. Those numbers matter. But they share a common blind spot: none of them account for one of … Read more…
Medicare’s Proposed Rule Foreshadows 2027 Reimbursement
Each summer, the Centers for Medicare & Medicaid Services (CMS) issues a series of proposed rules outlining potential changes for the coming calendar year. On July 16, CMS published the Calendar Year (CY) 2027 Medicare Physician Fee Schedule Proposed Rule. … Read more…
Webinar Replay: “Seven Strategies to Get Paid in 2026”
Healthcare organizations are facing unprecedented challenges when it comes to revenue cycle management. From evolving payer policies and increasing patient financial responsibility to growing demands for operational efficiency, medical practices must continuously adapt to protect revenue and maintain financial stability. … Read more…
Don’t Let Success Create Tax Surprises: Smart Surtax Planning for Healthcare Professionals
For many physicians, practice owners, and healthcare executives, strong earnings can bring unexpected tax consequences. Two often-overlooked taxes, the 0.9% Additional Medicare Tax and the 3.8% Net Investment Income Tax (NIIT), can significantly impact higher-income healthcare professionals and create surprises … Read more…
Q3 Estimated Tax Payments Are Coming Up
Q3 estimated tax payments will be due soon, on September 15. If you need to make a payment, we recommend paying electronically through IRS Direct Pay, EFTPS, or your IRS Online Account. For state payments, most states also offer online … Read more…
Trust, Pressure, Opportunity: Financial Fraud Risks & Prevention in Medical Practices
Brian Newton & Keegan O’Brien recently delivered a comprehensive presentation on the Enhanced Financial Fraud Risks & Prevention measures within Medical Practices. From the volatile rise of AI-driven billing scams to traditional phantom billing, healthcare fraud rarely starts with a … Read more…
Why Growing Your Medical Practice Doesn’t Always Build Wealth
Most physician owners know whether last year was a good year. Collections were up. Revenue increased. Maybe a new provider joined the practice. Maybe patient demand remained strong despite all the challenges facing healthcare. By most measures, the practice was … Read more…
Jones & Roth Reflects on a Successful 2026 Pacific Northwest Healthcare Leaders Conference
Jones & Roth CPAs & Business Advisors was proud to serve as a sponsor and exhibitor at the 2026 Pacific Northwest Healthcare Leaders Conference, held May 20–22 at the Hilton Vancouver Washington in Vancouver, Washington. The conference brought together healthcare … Read more…
Maximizing Tax Efficiency Through Qualified Opportunity Zone Investments: A Strategic Perspective from Your CPA Advisors
As tax professionals, we know that effective investing is about more than market performance — it’s about structuring your financial decisions to minimize tax exposure and maximize long‑term value. Qualified Opportunity Zone (QOZ) investments may offer certain tax advantages for … Read more…
