Join Us at the Oregon MGMA 2026 Grants Pass Summit
We’re excited to announce that Keegan O’Brien, CPA will be speaking at the Oregon MGMA 2026 Grants Pass Summit on Thursday, January 15, 2026, from 12:00 PM – 4:00 PM PT at AllCare Health, 1701 NE 7th St, Grants Pass, … Read more…
What Every Nonprofit Needs to Know About Form 990
Jones & Roth’s Nonprofit Team is excited to present a webinar designed to help nonprofit leaders navigate an important IRS filing: Form 990. This form is more than just a compliance requirement—it’s a critical document that can influence how donors … Read more…
Quick and Inexpensive Fraud Testing Procedures
Finance Directors and Controllers today are tasked with guarding their organizations against an ever-changing landscape of external threats. But, too often the risks under their own roof can be overlooked. Occupational fraud is a very real threat that can have … Read more…
Nonprofit Contributions: Donor-imposed Conditions vs. Donor-imposed Restrictions
Revenue recognition for nonprofits can be a tricky area to navigate as it typically involves making various judgments while following a lengthy decision tree. Despite the challenges, there is a relatively linear thought process to follow, and it is important … Read more…
USPS Postmark Rule Change: What It Means for Tax Filers and Deadlines
Starting December 24, 2025, the U.S. Postal Service (USPS) will change how postmark dates are determined. This update could impact anyone mailing time-sensitive documents like tax returns, bill payments, or legal filings. What’s Changing? Current Rule: The postmark usually reflects … Read more…
3 critical questions to ask when acquiring construction equipment
Acquiring equipment is a major strategic decision for small to midsize construction businesses. It affects everything from bid selection to cash flow management to financial stability. Whether buying or leasing makes more sense depends on various factors. Here are three … Read more…
How Dentists Can Understand Their Profit & Loss in Relation to the Statement of Cash Flows
As a dentist, your focus is on patient care not financial statements. But understanding the relationship between your Profit & Loss (P&L) statement and your Statement of Cash Flows can give you a powerful edge in managing your practice. In … Read more…
Hitting the First Year Audit Requirement: What You Need to Know
Hearing that your retirement plan needs an audit can feel overwhelming and may leave you asking questions: Why do we need an audit? Will this be an annual requirement? How do we choose the right auditor? Let’s break it down. … Read more…
ERISA Covered Employee Benefit Plans Audit Quality
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has completed an assessment of the quality of audit work performed by CPAs with respect to financial statement audits of employee benefit plans covered under the Employee Retirement Income Security … Read more…
Remote Retirement Plan Audits
The business landscape continues to evolve rapidly. Regulations shift, technology evolves, and companies adapt, but one constant remains for many companies: the requirement to have an annual retirement plan audit performed by an independent CPA firm. At Jones & Roth, … Read more…
2026 Retirement Plan Contribution Limits, Phase-Out Ranges, and Income Limits
The IRS has released 2026 inflation-adjusted contribution limits, phase-out ranges, and income limits for various retirement accounts. (IRS Notice 2025-67) Contribution Limits 401(k), 403(b), and most 457 plans — For 2026, an individual can contribute $24,500 to a 401(k), 403(b), … Read more…
Contractors: How’s your succession plan coming along?
A 2024 survey conducted by consultancy FMI in partnership with the Construction Financial Management Association found that 58% of contractors who responded didn’t have an “ownership transition plan” in place. What’s worse, half of the construction business owners surveyed who … Read more…
2026 Health Insurance Premium Hikes: What Dental Practices Should Know and Consider
Disclaimer: This article is written from a Certified Public Accountant (CPA) perspective and is intended for informational purposes only. It is not a substitute for legal, insurance, or human resources advice. Please consult with a licensed insurance broker, employment attorney, … Read more…
Does it count as a charitable contribution?
Just because something is called a donation, doesn’t mean it yields a charitable deduction. In fact, many charities offer programs wherein participants are required to make a “donation” prior to partaking. When trying to determine whether a donor can claim … Read more…
Retirement Just Got a Boost: What You Should Know About the Super Catch-Up Provision
If you’re between the ages of 60 and 63 and still working, there’s a new opportunity to strengthen your retirement savings. Thanks to the SECURE Act 2.0, starting in 2025, you’ll be able to make larger catch-up contributions to your … Read more…
Exploring the Financial Impact of the One Big Beautiful Bill Act (OBBBA)
Thank you to everyone who joined us for our recent webinar on the One Big Beautiful Bill Act (OBBBA) and its financial implications for physicians and healthcare organizations. We appreciated your participation and thoughtful questions throughout the session. The OBBBA … Read more…
Oregon’s Kicker Is Back — What You Need to Know for 2025
Oregon residents can expect a welcome tax break on their 2025 state income tax returns: the Oregon kicker credit is officially back. This unique tax refund mechanism is triggered when actual state revenue exceeds projections by more than 2 percent. … Read more…
How contractors can push back against high materials costs
Rising materials costs have become a persistent challenge for construction companies of all sizes. But they hit small to midsize businesses especially hard. Your profit margins can quickly shrink or vanish altogether when the price of lumber, steel, concrete or … Read more…
Protecting Your Dental Practice from Fraud: What Every Dentist Needs to Know
Fraud is an increasing concern for dental practices of all sizes. Whether you operate a solo office or manage a multi-provider group, your practice may be more exposed to financial risk than you realize. With rising operational costs and limited … Read more…
Research & Development Tax Credit: Recent Law Changes
Recent federal tax legislation has introduced significant changes to the treatment of research and development (R&D) expenses and the associated credit: These changes mean that businesses engaged in R&D (or believing they might be) need to re-examine their expense treatment, … Read more…
Optimizing Hygienist Compensation for Practice Growth
In today’s dental landscape, practice owners are rethinking traditional compensation models. One increasingly popular approach is paying hygienists based on production rather than a flat hourly rate or salary. Production-based pay compensates employees based on the revenue they generate or … Read more…
Jones & Roth: Proudly Independent for Nearly 80 Years
At Jones & Roth, we are proud to reaffirm our commitment to remaining an independent CPA firm. As we continue to grow and evolve, we have made a deliberate decision not to pursue private equity partnerships as a strategy for … Read more…
Thank You, Elizabeth Woodcock for your presentation “7 Payment Trends Reshaping Financial Performance for Medical Practices”
We extend our sincere gratitude to Elizabeth Woodcock, DrPH, MBA, FACMPE, CPC, for her engaging and informative presentation last week’s webinar tailored for healthcare practices. Her expertise brought a different perspective to the uncertain and changing landscape of healthcare policy … Read more…
Protecting your Nonprofit from Cybersecurity Threats
Organizations today face a litany of technological worries when it comes to protecting against cyberattacks. Bad actors can paralyze systems with ransomware, capture sensitive data through phishing schemes, or simply steal data to be sold on the dark web or … Read more…
Jones & Roth Honored as a 2025 Top Workplace by The Oregonian for Eighth Consecutive Year
Jones & Roth CPAs and Business Advisors has once again been recognized as one of the region’s top employers, earning a spot on the 2025 Oregon and Southwestern Washington Top Workplaces list by The Oregonian. This marks the eighth year … Read more…
EDR bonds offer an intriguing alternative for contractors
Construction projects thrive on momentum. Unfortunately, disputes can derail even the most carefully planned schedules. And while traditional performance bonds provide financial security, they often leave the dispute resolution process open-ended. Expedited dispute resolution (EDR) bonds address this gap. These … Read more…
‘7 Payment Trends Reshaping Financial Performance for Medical Practices’ – Webinar replay now available
In today’s rapidly evolving healthcare landscape, staying ahead of payment trends is more than just a financial strategy, it’s a necessity for survival. Medical practices are facing unprecedented challenges, from shifting reimbursement models to rising denial rates and looming Medicaid … Read more…
Revisiting Current Expected Credit Losses (CECL) for Nonprofits
Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 326: Financial Instruments—Credit Losses enacted changes to the credit loss recognition threshold for certain financial assets for financial statements presented in accordance with accounting principles generally accepted in the United … Read more…
The Final Chapter: Exit Strategies for Practice Owners – Part 3: Maximizing Value and Minimizing Taxes – The CPA’s Role in a Successful Exit
Selling your practice is a major milestone—one that deserves careful planning, not a rushed decision. Whether you’re retiring, shifting gears, or simply stepping back from ownership, how you exit can have a lasting impact on your financial future. A well-crafted … Read more…
Key Differences Between Reporting on the Form 990 and Financial Statements
There are several differences of which you should be aware when comparing a nonprofit organization’s IRS Form 990 to its U.S. GAAP financial statements. We have summarized some of the key differences below. Reporting Entity In accordance with accounting principles … Read more…
IRS Paper Check Payments: A Likely Shift Ahead
While the IRS currently accepts paper checks for tax payments including quarterly estimated payments and payments submitted with tax returns recent federal initiatives suggest this may soon change. What’s Changing? In March, Executive Order 14247, Modernizing Payments to and From America’s Bank Account, … Read more…
9 cash flow tips for construction businesses
With tariffs, interest rates and other factors continuing to drive economic uncertainty, cash flow management should be a top priority for construction businesses. Here are nine tips for better maintaining your company’s liquidity: 1. Stay on top of forecasting. Cash … Read more…
IRS Restores Full Research and Development Expensing
We wanted to share important news from the IRS that could have a significant impact on your tax strategy. On August 28, the IRS released Revenue Procedure 2025-28, restoring full expensing for domestic research and development (R&D) costs under the … Read more…
IRS Mid-Year Mailing Address Change: What Taxpayers Need to Know
The IRS has announced a mid-year change to the mailing addresses for Form 1040 payments and estimated tax payments (Form 1040-ES). This update is effective immediately and impacts taxpayers who mail payments rather than submitting them electronically. What’s Changed? Previously, … Read more…
How will the changes to the SALT deduction affect your tax planning?
The One Big Beautiful Bill Act (OBBBA) shifts the landscape for federal income tax deductions for state and local taxes (SALT), albeit temporarily. If you have high SALT expenses, the changes could significantly reduce your federal income tax liability. But … Read more…
Giving Back in Retirement: New Strategies for a New Phase
After dedicating years of your life to your career, you might be wondering what to do in retirement. At the same time, your financial situation has likely changed now that you’re retired. Considering these changes, you might be interested in … Read more…
6 pertinent provisions of the OBBBA for construction companies
It’s been over a month since the One, Big, Beautiful Bill Act (OBBBA) was signed into law. Now that the dust has settled, construction business owners and their leadership teams can begin to really pinpoint the provisions most pertinent to … Read more…
Thinking About Going Electric or Solar? Here’s Why You Shouldn’t Wait
If you’ve been thinking about buying an electric vehicle or installing solar panels on your home, now’s the time to stop thinking and start doing. The One Big Beautiful Bill (OBBB), signed into law on July 4, 2025, has officially … Read more…
Maintaining Business Debt – Key Strategies for Dental Practices
Debt is often viewed with apprehension by dental practice owners. However, when it is managed strategically and responsibly, it can serve as a valuable instrument for growth and long-term success. Rather than being a burden, debt used wisely can empower … Read more…
The Final Chapter: Exit Strategies for Practice Owners – Part 2: Exploring Your Exit Options – From Private Sale to Private Equity
There’s No One-Size-Fits-All Exit Strategy Every practice owner’s journey is different, and so is the path to stepping away. Whether you’re looking to retire, pivot, or just slow down, here are some of the most common ways to exit your … Read more…
“Planning for a Successful Audit” Webinar: Watch the replay
Join the Jones & Roth Nonprofit Team for an overview of the financial statement audit process so you know what to expect and how to best prepare for your audit. We highlight the common mistakes to avoid and share our … Read more…
Event Recap: 2025 Pacific Northwest Medical Management Conference
Jones & Roth CPAs and Business Advisors had the privilege of attending the 2025 Pacific Northwest Medical Management Conference as an exhibitor. It was a truly rewarding and enlightening experience to meet and speak with healthcare professionals, administrators, and industry … Read more…
Understanding the One Big Beautiful Bill Act: What It Means for You
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, introducing a wide range of tax changes that will affect individuals, families, and businesses for years to come. At Jones & Roth, we are committed … Read more…
Lease Accounting for Nonprofit Lessees
Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 842: Leases made significant changes to the accounting and reporting of leases on financial statements presented in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). … Read more…
The Final Chapter: Exit Strategies for Practice Owners – Part 1: Preparing for the Transition – When and Why to Start Planning Your Practice Exit
When it comes time to leave your practice, it’s not just about closing a chapter, rather it’s about setting the stage for what’s next. Maybe you’re dreaming of retirement, feeling stretched too thin, or just reading the signs in the … Read more…
How construction businesses can establish themselves on social media
For many types of construction companies, visibility is key. There may be multiple competitors in your market that provide largely the same services you do. How can you distinguish yourself from them and gain the attention of key stakeholders such … Read more…
Introducing Community Event Submissions and Listings
Jones & Roth is thrilled to announce an enhancement to our website that fosters community engagement and inclusivity. Nonprofit organizations in our community can now take advantage of this new feature: Community Events Submissions. This allows organizations to share their … Read more…
Financial & Economic Insights for Healthcare Practice Owners
Happening July 17, 2025 – Join us in the Rogue Valley for hors d’oeuvres, drinks, and an interactive panel discussion with local economic & financial experts. RSVP Here: Save My Seat Whether you’re new or experienced in running a private … Read more…
Tax Brief: Form 990, Schedule A: Public Charity Status and Public Support
For many non-profit organizations, Schedule A is the most important part of the Form 990 Return of Organizations Exempt from Income Tax. The purpose of Schedule A is to provide information about the public charity status and public support of the … Read more…
Jones & Roth CPAs Named to Forbes 2025 Best-in-State CPAs List
Jones & Roth is proud to share that Co-Managing Partner Jeremy Prickel, CPA, and Director of Operations Partner Tricia Duncan, CPA, have been recognized on Forbes inaugural 2025 Best-in-State CPAs List. This prestigious honor celebrates top Certified Public Accountants across … Read more…
