Why Growing Your Medical Practice Doesn’t Always Build Wealth
Most physician owners know whether last year was a good year. Collections were up. Revenue increased. Maybe a new provider joined the practice. Maybe patient demand remained strong despite all the challenges facing healthcare. By most measures, the practice was … Read more…
Jones & Roth Reflects on a Successful 2026 Pacific Northwest Healthcare Leaders Conference
Jones & Roth CPAs & Business Advisors was proud to serve as a sponsor and exhibitor at the 2026 Pacific Northwest Healthcare Leaders Conference, held May 20–22 at the Hilton Vancouver Washington in Vancouver, Washington. The conference brought together healthcare … Read more…
Maximizing Tax Efficiency Through Qualified Opportunity Zone Investments: A Strategic Perspective from Your CPA Advisors
As tax professionals, we know that effective investing is about more than market performance — it’s about structuring your financial decisions to minimize tax exposure and maximize long‑term value. Qualified Opportunity Zone (QOZ) investments may offer certain tax advantages for … Read more…
Mid-Year Planning: Benchmarking for Healthcare Practices
Benchmarking key performance indicators has become essential for healthcare practices that want to stay competitive, financially resilient, and patient centered. As the industry faces rising costs, shifting regulations, and increasing patient expectations, leaders cannot rely on intuition alone to guide … Read more…
Oregon’s Pass Through Entity Tax (OR PTE) Is Back: What You Need to Know for 2026
Oregon’s elective Pass‑Through Entity Tax (OR‑PTE) is officially back for the 2026 tax year, thanks to the passage of SB 1510. The bill extends the OR‑PTE program through 2027 and clarifies how overpayments can be applied to future estimated payments. … Read more…
Navigating Rising Healthcare Costs: Highlights from Our Alliant Webinar
Jones & Roth CPAs was honored to host a recent webinar featuring Shelli Littlefield, REBV, RHU, ChHC, Vice President at Alliant Insurance Services, who delivered an insightful and timely presentation on the rapidly changing world of healthcare benefits, cost containment … Read more…
Event Recap: Top 10 Ways to Recession-Proof Your Practice
The evening of May 7th, we had the pleasure of hosting our Client Appreciation Evening at Harder Day Café in Lake Oswego alongside our partners at Columbia Bank Healthcare. It was a great opportunity to spend time with our healthcare … Read more…
When Tax Strategy Meets Life Strategy: Why CPAs and Investment Advisors Must Work Side by Side
Most people experience their financial lives in fragments. Taxes are handled by one professional. Investments by another. Retirement planning sits in a separate silo. Estate planning lives in yet another binder, often unopened. Each advisor may be competent, even excellent, … Read more…
Where to find the Jones & Roth Healthcare Advisors: Upcoming events you won’t want to miss
Spring is shaping up to be a busy and energizing season for our team — and we’d love for you to be part of it. We’re going to be popping up at in‑person learning events, virtual sessions, or opportunities to … Read more…
The S-Corp Hype: What Social Media Isn’t Telling You
Thinking About an S-Corp for Your Medical Practice? Here’s What You Need to Know Scroll through Instagram or LinkedIn and you’ll see it everywhere: “Form an S-Corp and save thousands in taxes!” Influencers make it sound like the ultimate business … Read more…
