Jones & Roth CPAs & Business Advisors

Spring Career Expo
2024-04-22 17:00 - 19:00 (America/Los_Angeles)
Viking Pavilion – Portland State University930 Southwest Hall StreetPortland, Oregon 97201

Looking to build your network and learn more about career opportunities in accounting, finance, or data analytics?

The Spring Career Expo is a night of networking with employers across theses professions! You are invited to explore career opportunities at our annual spring accounting, finance, and analytics career expo on Monday, April 22 from 5:00 p.m. to 7:00 p.m. in the Viking Pavilion at Portland State University. While the event is hosted by PSU, UO, and OSU, all students across Universities and Community Colleges in Oregon and SW Washington are encouraged to attend.

This is an opportunity to learn more about careers in these fields, build connections with professionals, and learn about upcoming internship and full-time job opportunities. This event will include a variety of employers, including public accounting, corporate, governmental, and non-profit partners that are seeking to hire accounting, finance, and analytics students.

The event will kick off at 5 pm and end at 7 pm. Check-in will open at 4:45 p.m., and students are welcome to come and go as they please, although we recommend that you stay for the entire event to get the most out of this outstanding networking opportunity! Prior to the event, students are encouraged to attend the networking workshop from 4:00 p.m. – 5:00 p.m. to help shake off any pre-event jitters before meeting with employers.

Why should you attend?

Students planning to apply for 2024-2026 full- time jobs or internships: Networking with employers gives you the opportunity to learn more about them (and them to learn more about you) before interview decisions are made. Building connections through the career expo can make a big difference in the volume of interviews you receive and the organizations that you are interested in working for.

Students not planning to apply for any positions: This is an excellent opportunity to learn more about accounting employers and future opportunities that you can take advantage of. It’s never too early to start networking! The relationships that you build now can make a huge difference in securing an internship or full time position in the future!

Who can attend?

This event is designed for current or prospective accounting, finance, or analytics (information systems) students that are currently enrolled at a University or Community College in Oregon or SW Washington.

What should you expect?

The expo will be a “booth” style event, similar to most career fairs, where employers will be stationed at booths (i.e. tables with lots of swag and branding on them) and eager to meet with students.

Students will be provided with a list at check-in of employers in attendance that hire for their majors.Student attendees will be able to navigate to different employer booths as they please and network with the organizations of their choosing. We recommended bringing copies of your resume to leave with interested employers.

What should you wear?

Business casual attire is required. Students are welcome to wear business professional attire.

Looking for some networking tips to help prepare for the event?

A Networking Prep workshop will be offered prior to the event from 4-5 pm in the Viking Pavilion. This prep session will be set in a relaxed environment where you can try out your communication skills and get the jitters out.

Reimbursement Reality 2024 – Healthcare Webinar
2024-02-09 12:00 - 13:00
Watch the replay:

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 on emerging trends that can pose both opportunities and threats to medical practices in the coming year. You’ll have a front row seat, as Elizabeth shares today’s hot button topics, such as:

Impactful trends shaping the reimbursement landscape for medical practices

Reveal of the final Medicare reimbursement for 2024 – which specialties will feel pain, which ones will gain

Overview of novel opportunities for payment, including caregiver training from Medicare

Summary of the CPT® changes for 2024, including the most-used office evaluation and management codes

Tips to avoid the 9% penalty for the 2024 Medicare Incentive Payment System

You’ll walk away from this webinar armed with information and knowledge to understand how your practice can weather the storms and take advantage of the opportunities in the coming year.

Who should watch this webinar?

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

Our Expert Speaker:

Elizabeth Woodcock, DrPH, MBA, FACMPE, CPCSpeaker, Author, Consultant

Dr. Elizabeth Woodcock is the founder and principal of Atlanta-based Woodcock & Associates. She is a Fellow in the American College of Medical Practice Executives and a Certified Professional Coder. In addition to a Bachelor of Arts from Duke University, she completed a Master of Business Administration in healthcare management from The Wharton School of Business of the University of Pennsylvania. She earned her Doctor of Public Health in Health Policy and Management from the Bloomberg School of Public Health of Johns Hopkins University. She currently serves as an Adjunct Assistant Professor at Emory University’s Rollins School of Public Health.

A Comprehensive Overview of the Oregon Personal Property Tax Return for Businesses
2023-12-05 12:00 - 13:00
Watch the replay:

Join us for this complimentary Webinar with guest presenters from the Lane County Department of Assessment & Taxation.

This 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.

Webinar attendees will:

Gain confidence as you learn how to fill out the Personal Property Tax Return Form OR-CPPR (ORS 308.290)

Understand the various sections of the form

Have an opportunity to ask questions and learn from the experts

Who should attend this workshop?

Oregon 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.

Presented by:

The Lane County Department of Assessment & Taxation

Kimberley WestwangPersonal Property Appraiser

Lacey WaltonPersonal Property Specialist

Financial Considerations & Tax Planning Opportunities for Small to Mid-Sized Businesses
2023-11-30 12:00 - 13:00
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Business 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.

In 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.

About the Presenters

Matt Adams, CFP®, CLU®, ChFC®Partner & Financial Advisor

Matt 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.

Matt 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.

Certified 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.

Jordan Dawley, CPASenior Manager

Jordan 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.

Jordan 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.

Live Q&A Session: 2023 Filing Update for Forms 1099 with the Jones & Roth Small Business Advisors
2023-10-31 12:00 - 13:00
Watch the Replay:

Who should watch?

This 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:

Payments that include both goods and services

Rentals of personal property vs rentals of real property

Payments to Health Care Professionals and Medical Service Providers

Attorney and Settlement payments

Non-qualified deferred compensation payments

Classifying whether something is reportable or not, and which Form 1099 to use

Identifying the reportable payee when paying sole proprietors, LLCs, payees merged or bought by another, S-Corps, agents, or middlemen

Receiving backup withholding

W-9 document validation and IRS TIN Match Program

Handling payees with a missing tax identification number (TIN)

Exempt organization payees

Combined Federal/State Filing Program

E-Filing

and more!

About the Presenters

Jim 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.

Jenny 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

Healthcare Webinar: Employment Law Updates for 2023
2023-10-27 12:00 - 13:00
Watch the replay:

This Employment Law Update webinar focuses on issues that matter most to healthcare clinics. In this online presentation, attorney Jaclyn K. Rudebeck shares the latest state and federal updates in employment law legislation, including:

Oregon Paid Family and Medical Leave (PFMLI)

Employment Liability Insurance Coverage (EPLI)

NLRB and how it applies to employers even when the workforce is not currently unionized

Other recent state and federal employment law updates

About the Presenter

Jaclyn K. Rudebeck, Attorney, Watkinson Laird RubensteinJaclyn is an experienced employment and business attorney. In addition to her experience as outside counsel, she has held internal executive roles in the nonprofit sector and in the food and beverage manufacturing and hospitality industry, and she can relate to the many demands her clients face. Jaclyn also has advanced training in change management, continuous improvement/LEAN, and organizational wellness; her vast practical experience in these areas allows her to offer support beyond legal compliance, to help organizations truly thrive.

Offers Extended
2023-10-23 00:00 - 2023-10-27 23:59

Site Interviews
2023-10-19 00:00 - 2023-10-20 23:59

Bend Venture Conference
2023-10-19 00:00 - 2023-10-20 23:59
Bend Venture Conference (BVC) takes place in beautiful downtown Bend and creating a high-level of entrepreneurial activity and energy. In its twentieth year, BVC is a pillar of Central Oregon’s robust entrepreneurial culture that has transformed this small timber community into a mecca for startups. Throughout the conference attendees hear company pitches, participate in multiple networking activities and listen to inspiring presenters from across the United States. Tickets and information here.

Location: Tower Theatre in Bend, Oregon

PSU On-Campus Interviews
2023-10-16 00:00 - 23:59

UO On-Campus Interviews
2023-10-13 00:00 - 23:59

OSU On-Campus Interviews
2023-10-11 00:00 - 23:59

Applications due for OSU/PSU/UO
2023-10-08 00:00 - 23:59
Apply via Handshake or at https://www.jrcpa.com/careers/

Intern positions

Staff positions

Housing Heroes Live
2023-10-05 17:30 - 19:00
Join Cornerstone Community Housing for the 4th Annual Housing Heroes Live event, where you can throw on a cape and help individuals and families in our community STAY HOUSED! At the Housing Heroes Live 2023 Watch Party, each guest receives two complimentary drinks and delicious appetizers. Please fill out the RSVP form for each guest attending: Learn more and RSVP here.

Location: Ninkasi’s Better Living Room155 Blair Blvd, Eugene, OR 97402

UO Meet the Firms
2023-10-05 17:00 - 19:30
Accounting students, come meet our team at the UO Meet the Firms event. We will be answering questions about what makes Jones & Roth unique, the fall recruiting process, and upcoming 2024 opportunities.

Networking Prep Opportunity from 5:00 pm to 6:00 pm in Chiles 125

Meet the Firms from 6:00 pm to 7:30 pm in the Lillis Atrium

Location – Lillis Atrium – University of Oregon

Click here for Student Registration

OSU Meet the Firms
2023-10-04 18:00 - 20:00
Accounting students, come meet our team at the OSU Meet the Firms event. We will be answering questions about what makes Jones & Roth unique, the fall recruiting process, and upcoming 2024 opportunities.

Location: Memorial Union Ballroom – Oregon State University – 2501 SW Jefferson Way, Corvallis, OR 97331

Click here for Student Registration

PSU Accounting Career Fair (Meet the Firms)
2023-10-03 17:00 - 19:00
Accounting students, come meet our team at the PSU Accounting Career Fair. We will be answering questions about what makes Jones & Roth unique, the fall recruiting process, and upcoming 2024 opportunities.

Location – Viking Pavilion, 930 SW Hall St, Portland, OR 97201

Applications due for semester schools (not OSU/PSU/UO)
2023-09-30 00:00 - 23:59

OSCPA Career Showcase
2023-09-28 18:00 - 20:30
Accounting students, come meet our team at the OSCPA Career Showcase Event. Edwina, Evan, Logan, Rachel, and Theo will be answering questions about what makes Jones & Roth unique, the fall recruiting process, and upcoming 2024 opportunities.

Location: Oregon Hall – Oregon Convention Center – 777 NE Martin Luther King Jr. Blvd, Portland, OR 97232

Register for free at the link below:

OSCPA Career Showcase – Students & Faculty

UO Beta Alpha Psi Meeting
2023-09-28 18:00 - 19:00
Location: Lillis 232 – University of Oregon

OSU Welcome to the Accounting Major
2023-09-28 17:30 - 19:30
Junior-level accounting students, come meet Kim Lyon at the OSU Welcome to the Major Event. Kim will be answering questions about what makes Jones & Roth unique, the fall recruiting process, and upcoming 2024 opportunities.

Location: Memorial Union Lanes & Games – 2501 SW Jefferson Way, Corvallis, OR 97331

Housing Oregon Conference
2023-09-26 00:00 - 2023-09-28 23:59
Join us from September 26th through September 28th at the Hilton Doubletree in Portland, Oregon for the 2023 Housing Oregon Annual Conference: three days of education, inspiration, and connection.

Location: Hilton Doubletree in Portland, Oregon

Small Business Webinar: Using Reporting and Key Performance Indicators to Manage Your Business
2023-09-20 12:00 - 12:45
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.

These CSFs relate to the business processes and activities that really drive business results. At the top level these are:

Processes and activities that are important to acquiring and holding customers

Processes and activities that determine revenue

Processes and activities that impact on efficiency and productivity

Processes and activities that determine team morale

To 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.

This webinar covers:

How to use Management reporting in your business

Deciding the right KPIs for your business

How to construct a KPI that can be measured reliably and consistently

Implementing KPI monitoring in your business

Using KPI data to improve business performance

Our Presenter:

Tricia Duncan, CPA

Partner & Director of OperationsJones & Roth CPAs & Business Advisors

Tricia 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.

Tricia 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.

2023 NAWIC 77 Golf Tournament
2023-09-15 08:00 - 17:00
Best Ball Scramble Tournament benefiting the NAWIC scholarship and education funds for membership and construction students. Sponsorships are available. RSVP here.

Location: Diamond Woods Golf Course, 96040 Territorial Rd, Monroe, OR 97456

Linfield Meet the Firms
2023-09-13 10:00 - 11:30
Come meet our team members at Linfield University’s ‘Meet the Firms’ event. Theo & Tricia will be answering questions about what makes Jones & Roth unique, the fall recruiting process, and upcoming 2024 opportunities.

Location: Fred Meyer Lounge – Riley Hall, Linfield University

2023 Accounting Fall Recruiting Kick-Off
2023-09-07 16:00 - 18:00
Location: On HANDSHAKE

We’re looking forward to connecting with accounting students at the fall recruiting kick-off! Come meet our team: Chance, Logan, Rachel, Theo, & Tricia will be answering questions about what makes Jones & Roth unique, the fall recruiting process, and upcoming 2024 opportunities

Cascade Employers Webinar: Paid Leave Oregon – Ask Us Anything
2023-08-24 12:00 - 13:00
If you haven’t registered for this session, now is the time, as this will be Cascade Employers Association’s final update before PLO takes effect in September and there is a lot of information to cover. Don’t worry, Cascade will offer more sessions after September 3rd, but this will be the last one before it all takes effect.

If you are a Jones & Roth Small Business client, please contact us and ask us about receiving a discounted membership to Cascade Employers Association.

REGISTRATION INFO

2023 AGC Summer Convention
2023-08-07 00:00 - 2023-08-09 23:59
Join Jones & Roth at the 2023 AGC Summer Convention. AGC members are primarily small to mid-sized contractors, general and specialty/subcontractors and associated industry and professional associates located or doing work in Oregon and Southwest Washington.

Sunriver Resort17600 Center DriveSunriver, Oregon, 97707

Webinar: “Retirement Plan Options for Not-for-Profit Entities”
2023-07-24 10:30 - 12:00
In this Nonprofit Roundtable we present a comprehensive review of employee retirement plan choices for your organization.

Whether you are setting up a new plan or wondering if your existing plan is right for your group, this roundtable will provide you with the information needed to take the next step.

Two key members of the Jones & Roth Retirement Plan Services Team, Mark Reynolds, CPA, and Cheryl Opperman, QPA, review the different types of plans (401k, 403b, SIMPLE IRA, etc.), setup options, eligibility and contribution rules, and other important retirement plan considerations for nonprofits of all sizes.

In addition, we discuss SECURE Act 2.0 and how this could affect your organization.

Learning Objectives:

Identify the various employee retirement plan options for nonprofits

Understand the setup options and eligibility/contribution rules for various types of plans

Key aspects of SECURE Act 2.0 and how it applies to you

Who should watch?

Executive Directors

Chief Financial Officers

Controllers

Financial Directors / Managers

Board Members

PRESENTERS

Kari Young, CPAPartner/Shareholder & Nonprofit Team LeaderJones & Roth CPAs & Business Advisors

Kari Young holds expert knowledge in the areas of audits, reviews, and federal single audits; consulting services, including internal control review; and informational return preparation services. Kari is often called on to speak at nonprofit educational conferences and sessions and is recognized as one of the top Nonprofit CPAs in Oregon.

Mark Reynolds, CPAPartner/Shareholder & Retirement Plan Services LeaderJones & Roth CPAs & Business Advisors

Mark is a Shareholder and the leader of the Retirement Plan Services team. He works with small to medium size retirement plans, focusing on optimal plan design, to ensure Plan Sponsors are able to maximize benefits for both the Plan Sponsor and the participants. His team provides Third Party Administration (TPA) services and compliance for small and medium group retirement plans.

Cheryl Opperman, QPASenior ManagerJones & Roth CPAs & Business Advisors

Cheryl is a leader on the Jones & Roth Retirement Plan Services team. She over 25 years’ experience providing retirement plan administration, compliance, and advisory services. She holds the Qualified Pension Administrator (QPA) credential, which was created by ASPPA to recognize professionals who are qualified to perform the technical and administrative functions of qualified plan administration. QPAs assist employers, actuaries, and consultants in performing functions such as determination of eligibility benefits, computation of benefits, plan recordkeeping, trust accounting and disclosure, and compliance requirements.

Shred-a-palooza 2023
2023-06-26 13:00 - 15:00 | Jones & Roth Eugene Office, 260 Country Club Road, Eugene, OR, 97401, United States
FREE event open to the public
Location: Jones & Roth Eugene Office
260 Country Club Road
Eugene, OR 97401
Limit of 4 standard file boxes per person
“Certified” Shredding
Destruction by iSecure
100% secure—destroy materials as you watch
· Paper Documents
· Files
· Notebooks
· Cancelled Checks
· VHS tapes
· Backup Tapes
· CDs and DVDs

iSecure Inc. is a NAID “AAA” Certified member of the National Association of Information Destruction (NAID) since 2006.
For more information visit www.naidonline.org.
