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X-WR-CALDESC:Events for Jones & Roth CPAs & Business Advisors
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DTSTART;TZID=America/Los_Angeles:20231205T120000
DTEND;TZID=America/Los_Angeles:20231205T130000
DTSTAMP:20260403T181054
CREATED:20231117T200118Z
LAST-MODIFIED:20231206T004134Z
UID:10000216-1701777600-1701781200@www.jrcpa.com
SUMMARY:A Comprehensive Overview of the Oregon Personal Property Tax Return for Businesses
DESCRIPTION:Watch the replay:\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJoin us for this complimentary Webinar with guest presenters from the Lane County Department of Assessment & Taxation. \n\n\n\nThis workshop is designed for Oregon small business owners\, and covers the tax form “Confidential Personal Property Return — Form OR-CPPR (ORS 308.290)\,” which assesses business furniture\, fixtures\, equipment\, floating property\, and leased or rented property. Our expert presenters review the form section by section\, so you’ll walk away better prepared to fill out your form when it arrives to you in the mail. \n\n\n\n\n\n\n\nWebinar attendees will:\n\n\n\n\nGain confidence as you learn how to fill out the Personal Property Tax Return Form OR-CPPR (ORS 308.290)\n\n\n\nUnderstand the various sections of the form\n\n\n\nHave an opportunity to ask questions and learn from the experts\n\n\n\n\n\n\n\n\nWho should attend this workshop?\n\n\n\nOregon businesses that own taxable personal property (i.e. furniture\, fixtures\, equipment\, floating property\, or leased/rented property — including any property not currently used\, placed in storage\, or held for sale) and have previously used or currently use it in the business to generate income. Personal property does not include property such as inventory\, farm machinery/equipment\, or any goods\, furniture\, clothing\, tools\, and equipment used exclusively for personal use in your home. \n\n\n\n\n\n\n\nPresented by:\n\n\n\nThe Lane County Department of Assessment & Taxation \n\n\n\nKimberley  WestwangPersonal Property Appraiser \n\n\n\n \n\n\n\nLacey WaltonPersonal Property Specialist
URL:https://www.jrcpa.com/event/a-comprehensive-overview-of-the-oregon-personal-property-tax-return-for-businesses/
CATEGORIES:Small Business Group
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Q4-SBG-Webinar-Nov-2023-PPT.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231130T120000
DTEND;TZID=America/Los_Angeles:20231130T130000
DTSTAMP:20260403T181054
CREATED:20231107T221917Z
LAST-MODIFIED:20231201T174322Z
UID:10000214-1701345600-1701349200@www.jrcpa.com
SUMMARY:Financial Considerations & Tax Planning Opportunities for Small to Mid-Sized Businesses
DESCRIPTION:Watch the replay:\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nBusiness owners have to keep a number of tax planning and financial considerations on their radar\, whether they are just starting out\, managing growth\, or preparing for an exit. \n\n\n\nIn this webinar\, Matt Adams\, CFP®\, CLU®\, ChFC® and Jordan Dawley\, CPA discuss financial considerations and tax planning opportunities for owners of small to mid-sized businesses\, as they plan for the end of 2023 and beyond. \n\n\n\n\n\n\n\n\n\n\n\nAbout the Presenters\n\n\n\nMatt Adams\, CFP®\, CLU®\, ChFC®Partner & Financial Advisor \n\n\n\nMatt specializes in comprehensive wealth management for individuals\, families and business owners. This includes\, but is not limited to\, investment strategies\, 401(k) and retirement plans\, disability income insurance\, life insurance\, long-term care insurance\, charitable gifting strategies\, estate conservation\, and business succession planning. Matt has over 25 years of experience in the financial services profession. \n\n\n\nMatt Adams is a Financial Advisor offering Securities through Avantax Investment ServicesSM\, Member FINRA\, SIPC\, Investment Advisory services through Avantax Advisory ServicesSM\, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated. \n\n\n\nCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®\, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.\, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. \n\n\n\n\n\n\n\nJordan Dawley\, CPASenior Manager \n\n\n\nJordan Dawley works at Jones & Roth as a Senior Manager. He specializes in providing tax planning and preparation for individuals and businesses\, working closely with our dental and healthcare practice niches. He enjoys connecting with others in the local business community and providing solutions that have an impact on local companies and their owners. He currently serves as the Audit Chair of the local chapter of Risk Management Association. \n\n\n\nJordan Dawley is a Financial Advisor offering Securities through Avantax Investment ServicesSM\, Member FINRA\, SIPC\, Investment Advisory services through Avantax Advisory ServicesSM\, and Insurance services offered through an Avantax affiliated insurance agency. Jones & Roth and Avantax are unaffiliated.
URL:https://www.jrcpa.com/event/financial-considerations-tax-planning-opportunities-for-small-to-mid-sized-businesses/
CATEGORIES:Small Business Group
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Q4-SBG-Webinar-Nov.-2023-FAS-Tax.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231031T120000
DTEND;TZID=America/Los_Angeles:20231031T130000
DTSTAMP:20260403T181054
CREATED:20231010T223755Z
LAST-MODIFIED:20231102T195823Z
UID:10000213-1698753600-1698757200@www.jrcpa.com
SUMMARY:Live Q&A Session: 2023 Filing Update for Forms 1099 with the Jones & Roth Small Business Advisors
DESCRIPTION:Watch the Replay:\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nWho should watch?\n\n\n\nThis live Q&A session is for small businesses preparing to report payments on Forms 1099 early next year\, who have already watched our Forms 1099 Video Tutorial Series. It’s important for small businesses to stay up-to-date with the revisions to Forms 1099 and the related rule changes.  Be sure to first watch our Forms 1099 Video Tutorials\, then watch the replay of this Live Q&A to get answers about: \n\n\n\n\n Payments that include both goods and services \n\n\n\nRentals of personal property vs rentals of real property \n\n\n\nPayments to Health Care Professionals and Medical Service Providers \n\n\n\nAttorney and Settlement payments  \n\n\n\nNon-qualified deferred compensation payments \n\n\n\nClassifying whether something is reportable or not\, and which Form 1099 to use \n\n\n\nIdentifying the reportable payee when paying sole proprietors\, LLCs\, payees merged or bought by another\, S-Corps\, agents\, or middlemen  \n\n\n\nReceiving backup withholding  \n\n\n\nW-9 document validation and IRS TIN Match Program \n\n\n\nHandling payees with a missing tax identification number (TIN) \n\n\n\nExempt organization payees \n\n\n\nCombined Federal/State Filing Program \n\n\n\nE-Filing \n\n\n\nand more! \n\n\n\n\n\n\n\n\n\n\n\n\nAbout the Presenters\n\n\n\nJim Wyatt\, Jones & Roth Business AdvisorJim is a Consultant with over 30 years of business and consulting experience across several business sectors\, including manufacturing\, retail\, and agriculture.  \n\n\n\nJenny Odintz\, Jones & Roth Business AdvisorJenny joined the Jones & Roth team in 2019. She brings a specialized accounting and bookkeeping expertise to the firm’s small business services group
URL:https://www.jrcpa.com/event/live-qa-session-2023-filing-update-for-forms-1099-with-the-jones-roth-small-business-advisors/
CATEGORIES:Small Business Group
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Q3-SBG-Webinar-Oct.-2023-1099.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230920T120000
DTEND;TZID=America/Los_Angeles:20230920T124500
DTSTAMP:20260403T181054
CREATED:20230825T173130Z
LAST-MODIFIED:20230920T230635Z
UID:10000195-1695211200-1695213900@www.jrcpa.com
SUMMARY:Small Business Webinar: Using Reporting and Key Performance Indicators to Manage Your Business
DESCRIPTION:Every business\, large or small\, regardless of what it does\, depends for its survival on getting certain things right on a regular basis. These things we call the Critical Success Factors. \n\n\n\nThese CSFs relate to the business processes and activities that really drive business results. At the top level these are: \n\n\n\n\nProcesses and activities that are important to acquiring and holding customers\n\n\n\nProcesses and activities that determine revenue\n\n\n\nProcesses and activities that impact on efficiency and productivity\n\n\n\nProcesses and activities that determine team morale\n\n\n\n\nTo know how well your business is managing these CSFs\, you need a system of measurement and reporting. Key Performance Indicators ARE these measures. So it’s important to understand how you can develop a set of KPIs that will allow you to monitor performance on these critical processes and activities. \n\n\n\nThis webinar covers: \n\n\n\n\nHow to use Management reporting in your business\n\n\n\nDeciding the right KPIs for your business\n\n\n\nHow to construct a KPI that can be measured reliably and consistently\n\n\n\nImplementing KPI monitoring in your business\n\n\n\nUsing KPI data to improve business performance\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nOur Presenter:\n\n\n\nTricia Duncan\, CPA\n\n\n\nPartner & Director of OperationsJones & Roth CPAs & Business Advisors\n\n\n\n\n\nTricia Duncan has been with Jones & Roth\, since 1994. She serves as Director of Operations and works in the Jones & Roth Eugene office. She is a key member of the Business Advisory Services Team and also leads Jones & Roth’s recruiting activities. Tricia is a Certified Public Accountant and Kolbe Certified™ Consultant. \n\n\n\nTricia works proactively with business owners to influence their future business growth — not just analyze its past results. She helps business owners enjoy their businesses and still have a life outside the office. Through the Business Advisory Services group\, Tricia assists business owners in strategic planning\, including visioning and structuring. She also supports business owners with operational issues\, including products and services\, marketing and sales\, culture issues\, human resources\, people development\, systems and processes and\, of course\, finance.
URL:https://www.jrcpa.com/event/small-business-webinar-using-reporting-and-key-performance-indicators-to-manage-your-business/
CATEGORIES:Small Business Group
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/benchmarking-kpi-small-business-webinar-jones-and-roth.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230510T120000
DTEND;TZID=America/Los_Angeles:20230510T124500
DTSTAMP:20260403T181054
CREATED:20230418T213333Z
LAST-MODIFIED:20230511T165521Z
UID:10000171-1683720000-1683722700@www.jrcpa.com
SUMMARY:Small Business Webinar: “Financial Statements 101: Understanding the Basics for Small Business Success”
DESCRIPTION:Make better financial decisions for your small business by learning how to read and understand the 3 key financial statements: the balance sheet\, income statement\, and cash flow statement. We’ll walk through how to read each one individually and then examine how all three work together to tell the story of your company’s financial position. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nPresented by:\n\n\n\nTricia Duncan\, CPA\n\n\n\nPartner & Director of OperationsJones & Roth CPAs & Business Advisors\n\n\n\nTricia Duncan has been with Jones & Roth\, since 1994. She serves as Director of Operations and works in the Jones & Roth Eugene office. She is a key member of the Business Advisory Services Team and also leads Jones & Roth’s recruiting activities. Tricia is a Certified Public Accountant and Kolbe Certified™ Consultant. \n\n\n\nTricia works proactively with business owners to influence their future business growth — not just analyze its past results. She helps business owners enjoy their businesses and still have a life outside the office. Through the Business Advisory Services group\, Tricia assists business owners in strategic planning\, including visioning and structuring. She also supports business owners with operational issues\, including products and services\, marketing and sales\, culture issues\, human resources\, people development\, systems and processes and\, of course\, finance.
URL:https://www.jrcpa.com/event/small-business-webinar-financial-statements-101-understanding-the-basics-for-small-business-success/
CATEGORIES:Small Business Group
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/financial-statements-101-small-business-webinar.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230228T120000
DTEND;TZID=America/Los_Angeles:20230228T124500
DTSTAMP:20260403T181054
CREATED:20230228T001059Z
LAST-MODIFIED:20230228T001447Z
UID:10000169-1677585600-1677588300@www.jrcpa.com
SUMMARY:Paid Leave Oregon—Equivalent Plans
DESCRIPTION:Join the Cascade Employers Association on February 28th to learn more about Equivalent Plans for Paid Leave Oregon. This session will provide the most up-to-date information on equivalent plans and some of the common questions they get from employers. Their partners at CSNW Benefits will also be joining to talk about different plans available and questions you should be asking as you evaluate your options. \n\n\n\nTopics include:• Equivalent Plan Requirements• Equivalent Plan Applications• Contributions• Equivalent Plan Expenses/Administrative Costs• Equivalent Plan Effective Dates and Deadlines• FAQs \n\n\n\nFor your convenience there are three ways to participate. To register\, just select whichever option best meets your needs. \n\n\n\n• Attend Live Online – Register Now • Attend Live Online and On-Demand Recording – Register Now • On-Demand Recording Only – Register Now \n\n\n\nCascade Employers Association is extending Jones & Roth clients a 10% discount on the first year of membership \n\n\n\nPlease contact:Sheryl Kelsh\, Membership Manager\, skelsh@cascadeemployers.com in order to utilize this discount
URL:https://www.jrcpa.com/event/paid-leave-oregon-equivalent-plans/
CATEGORIES:Small Business Group
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/paid-leave-feb28.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230202T120000
DTEND;TZID=America/Los_Angeles:20230202T130000
DTSTAMP:20260403T181054
CREATED:20230116T224913Z
LAST-MODIFIED:20230206T200629Z
UID:10000104-1675339200-1675342800@www.jrcpa.com
SUMMARY:Getting Started with 2023 Budgeting and Managing Cash Flow
DESCRIPTION:2023 SMALL BUSINESS GROUP WEBINAR \n\n\n\nWatch the replay: \n\n\n\n\n\n\n\n\n\n\n\n\n\nManaging your cash flow through uncertain times can be difficult.  Join us to learn how to create a budget and cash management process to help you plan and adapt in 2023.   \n\n\n\nLearn how to:\n\n\n\n\nCreate a rolling budget that works for your business and makes sense to you\n\n\n\nUse that budget to help you manage cash flow\n\n\n\nIdentify opportunities and areas of concern that need to be managed\n\n\n\nMake adjustments as circumstances change\n\n\n\nAddress common pitfalls\n\n\n\n\n\n\n\n\n\n\n\n\nOur Presenter:\n\n\n\nTricia Duncan\, CPA\n\n\n\nPartner & Director of OperationsJones & Roth CPAs & Business Advisors\n\n\n\n\n\n\n\n\n\nTricia Duncan has been with Jones & Roth\, since 1994. She serves as Director of Operations and works in the Jones & Roth Eugene office. She is a key member of the Business Advisory Services Team and also leads Jones & Roth’s recruiting activities. Tricia is a Certified Public Accountant and Kolbe Certified™ Consultant. \n\n\n\nTricia works proactively with business owners to influence their future business growth — not just analyze its past results. She helps business owners enjoy their businesses and still have a life outside the office. Through the Business Advisory Services group\, Tricia assists business owners in strategic planning\, including visioning and structuring. She also supports business owners with operational issues\, including products and services\, marketing and sales\, culture issues\, human resources\, people development\, systems and processes and\, of course\, finance.
URL:https://www.jrcpa.com/event/getting-started-with-2023-budgeting-and-managing-cash-flow/
CATEGORIES:Small Business Group
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Getting-Started-with-2023-Budgeting-and-Managing-Cash-Flow.jpg
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