“Year-End Planning for Healthcare Practices 2024” Webinar Video Replay
Hear from Healthcare CPAs Nicole McOmber, Jeremy Prickel, and Brian Newton, as they discuss the latest tax legislation updates and key focus areas for year-end planning. In this presentation, we cover: Who should watch? The Jones & Roth Healthcare Webinar … Read more…
MGMA Oregon Managers Time Out (MTO) Meeting
Calling all Healthcare Practice Managers/Administrators, Physicians, and Staff — please join us at the October Managers Time Out (MTO) meeting, where we’ll be enjoying a light lunch, networking happy hour, and educational sessions on how to be better prepared and … Read more…
IRS Releases Second ERC Voluntary Disclosure Program
As questions continue to linger regarding the status of Employer Retention Credit refunds and IRS correspondence, the IRS announced a limited second voluntary disclosure program for taxpayers to resolve refunds or credits for erroneous employee retention credit (ERC) claims. As … Read more…
Reimbursement Reality 2024 – Watch our Healthcare Webinar Replay Here
Are you ready for 2024? Discover how shifts in the health care landscape will impact your practice in 2024 and beyond. In this dynamic presentation, national speaker, trainer and author Elizabeth Woodcock, DrPH, MBA, FACMPE, CPC gives us the lowdown … Read more…
Businesses: Do you have to comply with the new corporate transparency reporting rules?
Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. Please Note: It is the sole responsibility of business owners to comply with the Corporate Transparency Act (CTA), including meeting Beneficial Ownership Information (BOI) reporting requirements, the collection of relevant ownership information, and the filing … Read more…
IRS delays new reporting rule for online payment processors
For the second consecutive year, the IRS has postponed implementation of a new rule that would have led to an estimated 44 million taxpayers receiving tax forms from payment apps and online marketplaces such as Venmo and eBay. While the delay should … Read more…
Beneficial Ownership Information Reporting Requirement under the Corporate Transparency Act
Update: The Corporate Transparency Act and its BOI reporting requirements are currently under litigation. Please refer to our most recent post for the latest developments. The Corporate Transparency Act (CTA) includes a Beneficial Ownership Information (BOI) reporting requirement, requiring certain companies to disclose information about those who own or control the company. It is anticipated that 32.6 million businesses will be required to comply with this reporting requirement. The intent of the … Read more…
Largest Revenue Surplus in Oregon’s History Will Result in Kicker Credit on 2023 Returns
The Oregon Office of Economic Analysis (OEA) has confirmed a more than $5.61 billion revenue surplus in the 2021-2023 biennium, triggering a tax surplus credit, or “kicker,” for the 2023 tax year. The surplus—the largest in state history—will be returned … Read more…
Webinar: Employment Law Updates for 2023
Jones & Roth Healthcare Advisors gave an online presentation about updates to employment laws and issues that matter most to healthcare clinics. Attorney Jaclyn K. Rudebeck shared the latest state and federal updates in employment law legislation, including: Watch the … Read more…
IRS immediately halts the processing of new ERC claims
The IRS announced on September 14, 2023 that it would immediately halt the processing of new Employee Retention Credit claims to add more safeguards to protect businesses from scams and prevent future abuse. The moratorium will run through at least … Read more…



