When Tax Strategy Meets Life Strategy: Why CPAs and Investment Advisors Must Work Side by Side
Most people experience their financial lives in fragments. Taxes are handled by one professional. Investments by another. Retirement planning sits in a separate silo. Estate planning lives in yet another binder, often unopened. Each advisor may be competent, even excellent, … Read more…
Where to find the Jones & Roth Healthcare Advisors: Upcoming events you won’t want to miss
Spring is shaping up to be a busy and energizing season for our team — and we’d love for you to be part of it. We’re going to be popping up at in‑person learning events, virtual sessions, or opportunities to … Read more…
The S-Corp Hype: What Social Media Isn’t Telling You
Thinking About an S-Corp for Your Medical Practice? Here’s What You Need to Know Scroll through Instagram or LinkedIn and you’ll see it everywhere: “Form an S-Corp and save thousands in taxes!” Influencers make it sound like the ultimate business … Read more…
The Evolving Landscape of Healthcare Benefits and Insurance Strategy
Scroll down for the replay video. Webinar: Thursday, May 8 | 12:00–1:00 PM Healthcare practices are navigating a challenging benefits environment. Rising insurance costs, competitive labor markets, and growing employee expectations are forcing practices to rethink how they design and … Read more…
Is Your Healthcare Practice at Risk for Fraud? Here’s What You Need to Know
Fraud isn’t just a big-business problem — it’s a growing concern for healthcare practices of all sizes. Whether you run a solo clinic or manage a multi-provider group, your practice may be more vulnerable than you think. Rising operational costs … Read more…
Understanding Phantom Income: The Hidden Tax Impact of Section 179 and Bonus Depreciation for Medical Professionals
As a medical professional, you understand that keeping your practice equipped with the latest technology and equipment is essential for providing high-quality patient care. Whether you’re upgrading diagnostic tools, purchasing new medical devices, or improving your office setup, these investments … Read more…
The Next Step in Protecting Your Wealth
As a doctor, you’ve worked tirelessly to build a thriving practice and with it, meaningful wealth. But creating wealth is only the beginning. The true measure of success is ensuring that it endures, safeguarding your family’s future for generations while … Read more…
Key 2026 Employment Law Updates Healthcare Practices Must Prepare For: Insights from Watkinson Laird Rubenstein
Thank you to Daniel K. Olson, J.D. and Jaclyn K. Rudebeck, J.D. of Watkinson Laird Rubenstein, P.C. for an incisive update tailored to healthcare practices. The presentation covered a compact but consequential agenda — noncompetition agreements, the new overtime pay … Read more…
Employment Law Updates for 2026 – Upcoming Webinar for Healthcare Practices
Staying current with employment law is essential for healthcare practices navigating an evolving regulatory environment. On February 27, the Jones & Roth Healthcare Advisors hosted an informative online presentation covering the most important Oregon employment law updates and trends impacting … Read more…
SECURE Act 2.0: What Doctors Need to Know About the 2026 Retirement Plan Changes — A Tax & Compliance Update
As your CPA advisors, we understand that doctors face unique financial pressures — from managing a demanding clinical schedule to overseeing the business side of a medical or dental practice. Retirement planning is a critical part of protecting your long‑term … Read more…
