Is Your Healthcare Practice at Risk for Fraud? Here’s What You Need to Know
Fraud isn’t just a big-business problem — it’s a growing concern for healthcare practices of all sizes. Whether you run a solo clinic or manage a multi-provider group, your practice may be more vulnerable than you think. Rising operational costs … Read more…
Jerry Willey: Builder, Bridge Maker, and Champion for Community and Clients
Celebrating the legacy of a partner whose leadership shaped Jones & Roth and whose public service strengthened an entire region. A Northwest Beginning — and a Partnership That Endured Jerry Willey’s career began in Walla Walla, Washington, where he entered … Read more…
Utilizing the Power of QR Codes for Non-Profit Organizations
In the New Media Age, non-profit organizations face increasing challenges when it comes to engaging with donors, volunteers, and beneficiaries. To overcome these obstacles, many non-profits are turning to innovative technologies such as QR codes (Quick Response Codes) to enhance … Read more…
Why Dentists Should Raise Their Fees in 2026: A CPA’s Perspective
Let me share a story I hear all the time from dental clients. A dentist calls me in frustration: “I’m working harder than ever, but my profits keep shrinking. Where is all the money going?” After reviewing their numbers, the … Read more…
Understanding Phantom Income: The Hidden Tax Impact of Section 179 and Bonus Depreciation for Medical Professionals
As a medical professional, you understand that keeping your practice equipped with the latest technology and equipment is essential for providing high-quality patient care. Whether you’re upgrading diagnostic tools, purchasing new medical devices, or improving your office setup, these investments … Read more…
How to run a leaner, more profitable construction business
Lean construction principles focus on reducing waste, improving workflow and making better use of key resources such as labor, materials and equipment. And you don’t necessarily have to undertake a complete operational overhaul to implement them. By identifying and correcting … Read more…
The Next Step in Protecting Your Wealth
As a doctor, you’ve worked tirelessly to build a thriving practice and with it, meaningful wealth. But creating wealth is only the beginning. The true measure of success is ensuring that it endures, safeguarding your family’s future for generations while … Read more…
Robin Matthews: Innovator, Mentor, and Champion for People and Possibilities
Celebrating the legacy of a partner who transformed services, shaped leaders, and expanded what was possible at Jones & Roth. A Unique Path Fueled by Curiosity, Courage, and Growth Robin Matthews’ career at Jones & Roth began in a way … Read more…
Key 2026 Employment Law Updates Healthcare Practices Must Prepare For: Insights from Watkinson Laird Rubenstein
Thank you to Daniel K. Olson, J.D. and Jaclyn K. Rudebeck, J.D. of Watkinson Laird Rubenstein, P.C. for an incisive update tailored to healthcare practices. The presentation covered a compact but consequential agenda — noncompetition agreements, the new overtime pay … Read more…
Oregon SB 1510A Extends PTE-E Through 2027
Dear Clients, Oregon’s 2026 legislative session delivered significant news for pass through business owners. SB 1510A, now passed by both chambers and awaiting the Governor’s signature, includes a highly anticipated provision: the extension of Oregon’s Pass-Through Entity Elective Tax (PTE-E) … Read more…
Jill Foster: Trailblazer, Mentor, and Champion for Clients and Community
Celebrating the legacy of a partner who shaped Jones & Roth and expanded what was possible for women in the profession. A Non-Traditional Path with Extraordinary Impact Jill Foster’s journey to Jones & Roth wasn’t linear — it was bold, … Read more…
The Smart Dentist’s Guide to Entity Selection: Protect Your Practice and Maximize Tax Savings
Your dental expertise creates healthy smiles, now let the right business structure create financial security. Choosing the proper entity can save you thousands in taxes and safeguard your assets, but navigating these decisions isn’t something you should tackle alone. Partner … Read more…
Employment Law Updates for 2026 – Upcoming Webinar for Healthcare Practices
Staying current with employment law is essential for healthcare practices navigating an evolving regulatory environment. On February 27, the Jones & Roth Healthcare Advisors hosted an informative online presentation covering the most important Oregon employment law updates and trends impacting … Read more…
Uniform Guidance: De Minimis Indirect Cost Rate
The Office of Management and Budget’s (OMB) Uniform Guidance (UG) makes available the use of the de minimis indirect cost rate to allow not-for-profit (NFP) organizations that do not have a current Federal negotiated indirect cost rate to have at … Read more…
No Extension in Sight: Oregon PTE-E to End After 2025
Update: See our 3/5/26 post: “Oregon SB 1510A Extends PTE-E Through 2027” As of February 9, 2026, Oregon’s Pass‑Through Entity Elective Tax (PTE‑E) is still scheduled to sunset for tax years beginning before January 1, 2026. Despite ongoing interest from … Read more…
Jones & Roth’s Legacy of Independence: 80 Years Rooted in Oregon
1946 was an important year in the history of our world. In January 1946, the United Nations was founded in London. In June 1946, the National Basketball Association was formed in New York. In December 1946, the timeless holiday movie … Read more…
Webinar Replay: 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…
SECURE Act 2.0: What Doctors Need to Know About the 2026 Retirement Plan Changes — A Tax & Compliance Update
As your CPA advisors, we understand that doctors face unique financial pressures — from managing a demanding clinical schedule to overseeing the business side of a medical or dental practice. Retirement planning is a critical part of protecting your long‑term … Read more…
Tax Brief: Board Review of the Form 990
The IRS requires nonprofit organizations to disclose whether the Form 990 was provided to all members of the Board of Directors prior to filing and to describe the review process used. Board review of the Form 990 is not statutorily … Read more…
Trusts & Estates and the new mandate for electronic payments–what do you do?
On March 25, 2025, President Donald Trump issued Executive Order 14247, mandating that all federal payments — including tax payments to the IRS — be made via electronic funds transfer (EFT). This directive is part of a broader initiative to … Read more…
Five Tips for Making Your Nonprofit’s Financial Statement Audit Stress-Free
For many nonprofit leaders, the annual financial statement audit feels like a necessary headache—time-consuming, stressful, and disruptive. But it doesn’t have to be that way. When managed well, an audit is more than a compliance exercise; it’s an opportunity to … Read more…
2026 Dental Industry Outlook: How Practices Can Thrive Amid Change
As we enter 2026, the dental industry faces a critical turning point. Economic uncertainty, evolving patient expectations, workforce challenges, and rising operational costs are reshaping the business landscape for dental practice owners. Success this year will require more than optimism, … Read more…
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…
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…
