Medicare’s Proposed Rule Foreshadows 2027 Reimbursement
Each summer, the Centers for Medicare & Medicaid Services (CMS) issues a series of proposed rules outlining potential changes for the coming calendar year. On July 16, CMS published the Calendar Year (CY) 2027 Medicare Physician Fee Schedule Proposed Rule. … Read more…
Webinar Replay: “Seven Strategies to Get Paid in 2026”
Healthcare organizations are facing unprecedented challenges when it comes to revenue cycle management. From evolving payer policies and increasing patient financial responsibility to growing demands for operational efficiency, medical practices must continuously adapt to protect revenue and maintain financial stability. … Read more…
Don’t Let Success Create Tax Surprises: Smart Surtax Planning for Healthcare Professionals
For many physicians, practice owners, and healthcare executives, strong earnings can bring unexpected tax consequences. Two often-overlooked taxes, the 0.9% Additional Medicare Tax and the 3.8% Net Investment Income Tax (NIIT), can significantly impact higher-income healthcare professionals and create surprises … Read more…
Q3 Estimated Tax Payments Are Coming Up
Q3 estimated tax payments will be due soon, on September 15. If you need to make a payment, we recommend paying electronically through IRS Direct Pay, EFTPS, or your IRS Online Account. For state payments, most states also offer online … Read more…
Trust, Pressure, Opportunity: Financial Fraud Risks & Prevention in Medical Practices
Brian Newton & Keegan O’Brien recently delivered a comprehensive presentation on the Enhanced Financial Fraud Risks & Prevention measures within Medical Practices. From the volatile rise of AI-driven billing scams to traditional phantom billing, healthcare fraud rarely starts with a … Read more…
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…
