Is your business positioned to take advantage of future opportunities? Businesses often start with a great idea or a new emerging product. Unfortunately, they can also die from the same opportunity if they don’t know how to adapt. A business stagnates when it isn’t regularly looking for new opportunities, or reacting appropriately to the changing environment…
The IRS has issued the new limits and inflation adjustments for 2019 tax provisions in Revenue Procedure 2018-57. Below is a link to the entire notice: https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2019 Dozens of tax provisions are adjusted every year, and the following are the top … Read more…
Although there are only a few weeks left to go before the year ends, it is not too late to implement some planning moves that can improve a business’s tax situation for 2018 and beyond. Plan to maximize the Qualified … Read more…
Although the year is almost over, it’s not too late to improve one’s tax situation for 2018 and beyond. This blog reviews some actions that one can take before Dec. 31 to possibly improve their tax situation. Capture Losses in … Read more…
When an organization moves from having a small retirement plan to a large one, the Employee Retirement Income Security Act (ERISA) generally requires a retirement plan with 100 or more participants to have an audit of their plan performed by … Read more…
The Jones & Roth Construction CPA and Advisor team were excited to attend the 2018 Surety Association of Oregon Annual Holiday Lunch. The event was held at the Multnomah Athletic Club and drew a wide community from the surety and … Read more…
Healthcare providers face numerous fraud and security risks, from embezzlement and theft to ransomware and data privacy. Implementing internal controls and complying with local, state, and federal regulations can be difficult for providers who already focus on a range of … Read more…
[This post was updated on 11/5/18] The Tax Cut and Jobs Act of 2017 (TCJA) puts stricter limits on what businesses can deduct for meals and entertainment expenses for amounts incurred or paid after December 31, 2017. As part of … Read more…
Following the signing of the Tax Cuts and Jobs Act, a question that has been raised quite frequently is whether partnerships or S corporations should convert to C corporations. This question needs to be answered with caution; as with many things related to the … Read more…
The attached article, written by Ann Golden Egle, MCC, is a great, quick read on the realities of starting your own business and how to be successful at it. One of the many valuable takeaways from this piece is the advice to “relax and listen deeply”. Take a few moments to enjoy this article and the helpful guidance it offers…
Partner & Shareholder
Kim is a member of the Employee Benefit Audit and Private Company Service teams and focuses on providing assurance and advisory services to these client groups.
As a student at Oregon State University, Kim interned at Jones & Roth. After graduation, Kim worked for a large firm in Portland, before leaving to explore the private sector. She had a young family and was looking for flexibility and professional growth which she didn’t find in private. She reached out to Jones & Roth about creating a FlexPath that would allow her to continue to advance professionally while working reduced hours.
Kim continued on a FlexPath for several years before transitioning to a ClassicPath and taking on leadership responsibilities in 2020. She appreciates the flexibility and support Jones & Roth provides her as her life changes.
Partner & Shareholder
Nicole McOmber is the leader of the firm’s Healthcare team. She specializes in practice management, advisory services, and tax & accounting services for medical practices and clinics across the Pacific Northwest.
Straight out of high school, Nicole knew she wanted to be an accountant and she was interested and worked with the nonprofit niche originally. She soon found that her passion was actually doing tax and advisory work, especially when she saw how her husband’s business could be positively impacted by this. She especially enjoyed working in the Healthcare industry and began honing her expertise to serving medical practices and clinics across the Pacific Northwest. Nicole is now recognized as one of the top Healthcare CPAs in Oregon and is a frequent speaker at healthcare educational conferences and events.
When she started at Jones & Roth, her children were young and she found that each year going forward was different than the last, in terms of work/life balance. “Having mentors and a team surrounding me really helped me adjust when I needed to.”
Partner & Shareholder
Evan is the leader of the Employee Benefit Audit team and Co-Leader of the Construction Niche. He works with a variety of small business, investment funds and individual clients.
As a Business Management major in college, Evan Dickens didn’t start out to become an accountant. However, accounting was one of the core classes and he found that it just made the most sense to him. The help and guidance of some wonderful professors at George Fox University helped to lay out the path and his major was changed to Accounting!
When looking for internships in college, one of those professors said, “you may want to look into Jones & Roth.” The recruiting process was a little different back in 2001: Evan printed out his resume, drove over to the Hillsboro office, and asked about possible internships. That day he got to meet with a manager, as well as a partner, and the next week was offered an internship. Once out of college, he had the opportunity to work for a ‘Big 4’ firm, but chose Jones & Roth and has stayed ever since.
Early in his career, Evan explored a variety of industry and technical niches, including municipal governments, nonprofits, healthcare, financial institutions and more. He discovered a passion for working with contractors and small business owners. And, after working on several employee benefit plan audits, he saw an opportunity for the firm to become experts in the area and with his guidance, the niche has grown to be one of the largest EBP Auditors in the state, with clients across the country. “That was a chance for me to create a path and a focus for my career,” he says, and it was something I never expected to enjoy working on.”
Partner
Michael specializes in providing tax, financial statement and advisory services to multi-generational family owned businesses across Oregon. He is a key member of the Family Business Team.
Michael is a ‘Career Changer.’ In college he earned a degree in Journalism, and then worked as a federal background investigator for 12 years, which required a whole lot of travel. When he and his wife were beginning to plan their family, he decided to change careers and landed on Accounting because he saw great opportunity in this field.
When choosing a CPA firm, it was a natural fit to join Jones & Roth because of the chance to move to Eugene to be closer to his extended family, as well as having existing connections with a few Jones & Roth team members. He has enjoyed building relationships with mentors and co-workers.
