Year-End Planning for Healthcare Practices 2026

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Hear from Healthcare CPAs Brian Newton, Keegan O’Brien, and Alex Francois as they discuss the latest tax developments and key strategies for successful year-end planning in 2026.

In this presentation, we will cover:

• Recent federal, state, and local tax law updates affecting healthcare practices
• Financial, operational, and strategic planning best practices for a changing healthcare environment
• Tax-saving opportunities and considerations before year-end
• Our 2026 Year-End Checklist for practice administrators and healthcare leaders

Who should watch this webinar?

The Jones & Roth Healthcare Webinar series is designed for Physicians, Practice Managers, Clinic Financial Managers, and HR/Recruiting Managers.

About our Presenters

Brian Newton, CPA

Partner & Shareholder

Brian provides tax, assurance, planning, and advisory services to healthcare organizations, dental practices, nonprofit organizations, businesses, and their owners throughout Oregon. He partners with leadership teams to strengthen financial performance, improve operations, and develop strategies that support long-term success.

Brian is a leader within Jones & Roth’s Healthcare, Dental, and Nonprofit client niches. He works closely with physician-owned practices, dental groups, community health organizations, and nonprofit leaders to navigate complex financial and operational challenges while identifying opportunities for growth and sustainability. 

Keegan O’Brien, CPA

Manager and Healthcare CPA

Keegan O’Brien provides tax, planning, and advisory services to dental practices, healthcare practices, business owners, and individuals. As an active member of Jones & Roth’s Healthcare and Dental specialty teams, he works closely with practice owners and entrepreneurs to navigate tax strategy, profitability, growth, practice transitions, and long-term financial planning.

Alex Francois, CPA

Manager and Healthcare CPA

Alex Francois is a Tax Manager with specialized expertise in providing tax planning and compliance services for small business and individual clients. Throughout his career, he has developed extensive business tax experience in a wide variety of industries and service areas. Alex also serves as a member of the firm’s Dental, Healthcare, and Estate & Trust Teams.