Jones & Roth CPAs and Business Advisors named one of the Best CPA Firms for Leadership Equity by Accounting & Financial Women’s Alliance
Eugene, Oregon (November, 2024) – Jones & Roth CPAs and Business Advisors was named to the 2024 Accounting MOVE Project as a Best Firm for Leadership Equity again, based on the firm’s 43% of women participating in Partner roles. Jones & Roth boasts … Read more…
How construction businesses can better manage their money
For construction businesses, financial management is notoriously complex. Contractors have to deal with the ebbs and flows of their respective markets, project-based pricing and collections, rising operating costs, and various other factors — not the least of which is bad … Read more…
Generating income in a volatile, rising rate environment for retirees.
For the past 80+ years, investors have typically looked at bonds as a safe haven in their portfolio. There was an ideal that bonds and stocks move in opposite directions, and that bonds will never experience the same magnitude of … Read more…
Retirement Plans and your Dental Practice – Weighing the Options
A retirement plan for your practice is essential to the long-term retirement goals for you and your employees. Those practices that have a plan in place and contribute on a consistent basis give the best opportunity for retirement success. A … Read more…
Tax Brief: Form 990, Schedule I Grants and Other Assistance
The IRS Form 990’s Schedule I is designed to provide information about a not-for-profit organization’s giving of grants and other assistance to domestic individuals, governments, and organizations. This includes cash grant awards, non-cash assistance, scholarships, stipends, and other similar payments. … Read more…
Emotional vs. Strategic Decisions
Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly … Read more…
Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. The content is developed from sources believed to be providing accurate information. The information … Read more…
Guidance for Business Owners Selecting a Retirement Plan
If you’re a business owner, establishing a retirement plan can provide a number of benefits — to you, your business, and your employees. Not only does a retirement plan provide you and your employees with an accessible and cost efficient … Read more…
Reviewing Your Life Insurance Needs
Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example of this is life insurance. … Read more…
2024 Medicare Reimbursement Recap
On November 2, 2023, the Centers for Medicare & Medicaid Services (CMS) released the final rule for the Medical Physician Fee Schedule (PFS). The PFS conversion factor for 2024 is $32.74, a 3.4% decrease from the 2023 conversion factor of … Read more…
What’s New for Social Security?
Whether you’re applying for Social Security in the future or currently receiving benefits, there are some important changes to earnings limits, Medicare premiums, and other differences to keep in mind. Ready to learn more? Read on. Ready for a Cost-of-Living … Read more…
What Is a Roth 401(k)?
While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans. And starting in 2023, … Read more…
Change order management: Best practices for construction businesses
As you know, change orders are an inherent part of the construction industry. Alterations to the original design, specifications, execution methods or scope of a job can impact the budget and timeline. And when not discussed and documented properly, they … Read more…
Reimbursement Reality 2024 – Watch our Healthcare Webinar Replay Here
Are you ready for 2024? Discover how shifts in the health care landscape will impact your practice in 2024 and beyond. In this dynamic presentation, national speaker, trainer and author Elizabeth Woodcock, DrPH, MBA, FACMPE, CPC gives us the lowdown … Read more…
How construction company owners can build a succession plan framework
At some time or another, construction company owners must hang up their hard hats. But what will happen to your business when you retire or move on to the next professional opportunity? And what if you suddenly can’t work for … Read more…
QACA – The Other Safe Harbor Plan
With the retirement plan changes initiated by the recently passed SECURE Act 2.0, a plan design type that has been little used in the past is now getting a lot more attention. The Qualified Automatic Contribution Arrangement plan, or QACA, … Read more…
Businesses: Do you have to comply with the new corporate transparency reporting rules?
Please Note: It is the sole responsibility of business owners to comply with the Corporate Transparency Act (CTA), including meeting Beneficial Ownership Information (BOI) reporting requirements, the collection of relevant ownership information, and the filing of BOI reports to FinCEN. … Read more…
6 ways construction companies can strengthen cybersecurity
Some contractors might assume hackers won’t bother with smaller construction businesses. Sadly, they’d be wrong. Construction companies tend to have high turnover rates, which means they store lots of personal data on past and present employees. And they usually have … Read more…
IRS delays new reporting rule for online payment processors
For the second consecutive year, the IRS has postponed implementation of a new rule that would have led to an estimated 44 million taxpayers receiving tax forms from payment apps and online marketplaces such as Venmo and eBay. While the delay should … Read more…
[Webinar] “A Comprehensive Overview of the Oregon Personal Property Tax Return for Businesses”
Our recent webinar featured guest presenters from the Lane County Department of Assessment & Taxation. This workshop is designed for Oregon small business owners, and will cover the tax form “Confidential Personal Property Return — Form OR-CPPR (ORS 308.290),” which … Read more…
