News & Updates

Image of a toy tractor moving blocks that say 'KPI'
April 23, 2025 |

Contractors can calculate KPIs, too

Successful companies of all stripes use key performance indicators (KPIs) to monitor their financial health and spot red flags. Well, you know what? Construction businesses can do it, too. And you should. Let’s review some of the most important KPIs … Read more…

Retirement Plans and your Dental Practice – Weighing the Options
April 21, 2025 |

Webinar: Retirement Plans and your Dental Practice – Weighing the Options 

Click Here to Get Registered A retirement plan for your dental practice is essential to the long-term retirement goals for both you and your employees. Those practices that have a plan in place and contribute on a consistent basis have … Read more…

Image of Jeremy Prickel, CPA
by Jeremy Prickel, CPA
Image of a pad of paper and a hand with a pen has just written 'early retirement'

Retiring Earlier Than Expected? What To Know

Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the circumstances, it’s difficult not to feel wrongfooted and hurried by the situation. However, it’s important to get yourself back on track as soon … Read more…

Image of Matt Adams, CFP, CLU, CHFC, Jones & Roth
by Matt Adams, CFP®, CLU®, ChFC®
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Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can have a meaningful impact on your financial income in retirement. Before considering how personal circumstances … Read more…

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by Bryan Decker, CFP®
Image of a young dentist standing in an exam room
March 26, 2025 |

A CPA’s Guide for Associate Dentists Considering Their First Practice Purchase

Purchasing your first dental practice is a monumental step in your career. Here are five essential tips and five common pitfalls to help you navigate this journey successfully. 5 Tips for Purchasing Your First Dental Practice 5 Pitfalls to Avoid … Read more…

image of Keegan O'Brien CPA
by Keegan O’Brien, CPA
Image of a desk with a laptop, the screen has the FinCEN logo

FinCEN Removes Beneficial Ownership Reporting Requirements for U.S. Companies

The Financial Crimes Enforcement Network (FinCEN) has issued an interim final rule that eliminates the requirement for U.S. companies and individuals to report beneficial ownership information (BOI) under the Corporate Transparency Act. Existing foreign companies, however, must still report their … Read more…

Photo of Healthcare Niche Leader Nicole McOmber, CPA
by Nicole McOmber, CPA
Image of a contractor doing paperwork and using a calculator
March 17, 2025 |

Reviewing the look-back method for long-term construction contracts

Among the most common challenges of any long-term construction project are fluctuating job costs. However, variations in the cost of materials and labor over time aren’t the only cause for concern. Permitting issues, economic changes and evolving regulations can all … Read more…

Photo of Jones & Roth Partner Carrie Fortier, CPA
by Carrie Fortier, CPA
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Estate Management Checklist

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in … Read more…

Image of Colleen Wallace, CPA, CKA
by Colleen Wallace, CFP®, CPA, CKA
Close-up image of the Treasury Department building

March 2nd Update: Treasury Department Announces It Will Not Enforce Non-Compliance of BOI Reporting Requirement

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 Treasury Department announced on March 2, that it will not enforce any penalties or fines related to the beneficial ownership information (BOI) reporting rule under the Corporate Transparency Act, both under the current deadlines … Read more…

Photo of Healthcare Niche Leader Nicole McOmber, CPA
by Nicole McOmber, CPA
Image of nonprofit board looking at laptop
March 6, 2025 |

Tax Brief: Form 990, Schedule R – Related Organizations and Unrelated Partnerships

The IRS Form 990, Schedule R is designed to provide information about related organizations, certain transactions with related organizations, and certain unrelated partnerships through which the organization conducts significant activities. This article will explore the relevant reporting requirements for each … Read more…

Photo of CPA Aaron Sachs, CPA
by Aaron Sachs, CPA
Image of a graduation cap and a roll of dollars under it
February 28, 2025 |

Strategies for Managing Student Loan Debt

If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won’t cure this headache, but here are some ideas for managing your student loan debt. The programs listed are not intended as tax … Read more…

Image of Donavan Miller, CFP®
by Donavan Miller, CFP®
An image of a piggy bank, a stethoscope, and a pad of paper with 'HSA' written on it
February 26, 2025 | ,

HSA and its Triple Tax Advantage

Health Insurance Plans are confusing and costly! Unless you have a magical plan with no deductible, no copay, a low premium, and wide coverage, it is easy to feel like your health insurance plan is taking more than it gives … Read more…

by Chance Hendrickson, CPA
U.S. District Court Ruling Reinstates CTA & Beneficial Ownership Information Reporting Requirement

BOI Reporting Deadline Now March 21 – U.S. District Court Ruling Reinstates CTA & Beneficial Ownership Information Reporting Requirement… Once Again

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. A February 18th FinCEN alert notified businesses that the U.S. District Court for the Eastern District of Texas reinstated the beneficial ownership information (BOI) reporting requirements under the Corporate Transparency Act (CTA).  FinCEN indicated that during the … Read more…

Photo of Healthcare Niche Leader Nicole McOmber, CPA
by Nicole McOmber, CPA
Image of a construction site hard hat full of money
February 18, 2025 |

The latest on occupational fraud in the construction industry

The construction industry has made great strides in overcoming the outdated perception that it’s rife with corruption. Unfortunately, the fact remains that contractors lose hundreds of thousands of dollars a year to occupational fraud. As formally defined by the Association … Read more…

Photo of Jones & Roth Partner Carrie Fortier, CPA
by Carrie Fortier, CPA
Image of a CEO and his daughter, who will soon take over the business
February 10, 2025 |

Succeeding at Business Succession

Family businesses account for 54% of private sector Gross Domestic Product (GDP), yet 43% of family businesses have no formal succession plan. While those numbers may shock you, it is not surprising that many small business owners are consumed by … Read more…

Image of Matt Adams, CFP, CLU, CHFC, Jones & Roth
by Matt Adams, CFP®, CLU®, ChFC®
Image of a doctor checking a dashboard of KPIs
February 10, 2025 |

5 Key Financial KPIs in Healthcare: How to Measure Your Practice’s Success

As a healthcare provider, you know that delivering exceptional care is your top priority. But behind the scenes, managing the financial health of your practice is just as critical to ensure long-term success. One of the most effective ways to … Read more…

image of Keegan O'Brien CPA
by Keegan O’Brien, CPA
Image with information about the Jones & Roth Webinar: Employment Law Updates for Healthcare and Dental Practices, 2025
February 5, 2025 | ,

Watch the replay: “Employment Law Updates for 2025” Webinar

Join the Jones & Roth Healthcare Advisors in this online presentation about updates to employment laws and issues that matter most to healthcare clinics. Attorney Jaclyn K. Rudebeck shares overall best practices in employment law for healthcare practices, trends, and … Read more…

Photo of Healthcare Niche Leader Nicole McOmber, CPA
by Nicole McOmber, CPA
An Image of money with the words 2025 Retirement Plan Limits over it

2025 Retirement Plan Contribution Limits, Phase-Out Ranges, and Income Limits

The IRS has released 2025 inflation-adjusted contribution limits, phase-out ranges, and income limits for various retirement accounts. (IRS Notice 2024-80) Contribution Limits 401(k), 403(b), and most 457 plans — For 2025, the amount an individual can contribute to a 401(k), … Read more…

Photo of CPA Mark Reynolds
by Mark Reynolds, CPA
Image of stacks of coins, with upwards-direction graphs overlaid
January 29, 2025 |

The Sequence of Returns

What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. But what kind of impact do these deviations from the average return have on a portfolio’s final value? Let’s take … Read more…

Image of Bryan Decker, CFP
by Bryan Decker, CFP®
Image of dental staff helping a patient
January 27, 2025 |

Staffing Trends to Be Aware of for 2025

Practice owners know that retention challenges, salary inflation, and rising employee expectations have been increasingly difficult to manage. According to the 2024 DentalPost Dental Salary Survey, salaries rose by 11% for hygienists and office staff. However, nearly 45% of those … Read more…

Jordan Dawley, CPA
by Jordan Dawley, CPA
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