News Category: Family Business

Image of a notebook with the words "estate planning" written on it
August 7, 2020

The “Perfect Storm” for Estate Planning and Lifetime Gifts

The pandemic has brought unprecedented challenges to the way we do and think about things. People are worried about their financial future, and what may be coming around the corner in the form of policy and consumer behavior. There is … Read more…

Photo of Family Business Advisor Robin Matthews with Clients
August 7, 2020

Family Business Advisor Robin Matthews on the Modern Challenges Facing Family Businesses

There are good things and bad things about being involved in a family business. Research shows that family enterprises have greater longevity, better business practices, generate plenty of wealth for owners, and are less likely to…

Jones & Roth - Book Review
July 14, 2020

Book Review: Keeping the Family Baggage Out of the Family Business

When considering a successful family business, we tend to focus on the external outcome rather than all of the challenges and effort that goes into making it successful. The reality is that, when you mix business and family, conflicts of … Read more…

photo of employees walking into business
June 8, 2020

FTE Calculation and Its Affect on PPP Forgiveness

If you have received funds under the Paycheck Protection Program (PPP), you need to know the importance of Full-Time Equivalent (FTE) employees with regard to your loan forgiveness. The borrower’s count of FTE employees during their covered period is divided … Read more…

Photo of the Oregon Capital Building
April 30, 2020

Oregon Corporate Activity Tax Update

ALERT: The Oregon Department of Revenue is adjusting requirements of businesses making estimated quarterly payments of the Corporate Activity Tax. Beginning immediately, the Oregon Department of Revenue has revised OAR 150-317-1300, dated April 27, 2020, to reflect a change in … Read more…

Photo of outsourced bookkeeper working on a company's books
September 25, 2019

Will Outsourced Bookkeeping Benefit Your Business?

Successful businesses of all sizes have one thing in common: they keep good records. Owners and investors look to financials to assess a company’s health; debtors and vendors review financial statements before entering into contract; and financial reports help make strategic … Read more…

Creative image of the word "Benefits"
July 2, 2019

Benefits 2.0: Looking at the Future of Talent Retention

In an environment with a booming economy and record-low unemployment, talent retention is key to the ability of a thriving business to meet customer demand. The stakes are high when top talent leaves an organization in today’s job market. Talent … Read more…

Jones & Roth - Book Review
January 29, 2019

Book Review: Getting Naked

Getting Naked is a book in Patrick Lencioni’s fable series. While maybe not quite as exciting as the title would suggest, it provides an excellent ideology pertaining to consulting that could be applied on many levels, and certainly in more areas than consulting. … Read more…

Claiming the Home Office Deduction
January 17, 2019

Claiming the Home Office Deduction

With the passing of the Tax Cuts and Jobs Act in 2018, the tax deduction benefit you have received in the past for your home’s property taxes and home mortgage interest will most likely be limited in 2018 and future … Read more…

Strategic Planning for Your Business
January 10, 2019

Strategic Planning for your Business

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…

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