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Jones & Roth CPAs and Business Advisors named one of the Best CPA Firms for Leadership Equity by Accounting & Financial Women’s Alliance

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Image of 2024 MOVE Award

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 a longstanding and authentic commitment to women by offering individualized career paths, reducing charge hours, … Read more

How construction businesses can better manage their money

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Image of contractors going over plans and blueprints

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 weather! Yet effective financial management is essential for your company to thrive. Here are some … Read more

Generating income in a volatile, rising rate environment for retirees.

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Image of retirees holding a piggy bank

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 losses that the stock market does; but 2022 has shown us that this is not … Read more

Retirement Plans and your Dental Practice – Weighing the Options

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Image of a desk with a calculator on it, with a tooth perched

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 practice’s retirement plan should maximize the benefit to the dentist owner and provide a tax … Read more

Tax Brief: Form 990, Schedule I Grants and Other Assistance

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Image of the IRS Form 990 document

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. Assistance provided to foreign organization or individuals should not be included on Schedule I, but … Read more

Eight Mistakes That Can Upend Your Retirement

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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 in this material is not intended as tax or legal advice. It may not be … Read more

Guidance for Business Owners Selecting a Retirement Plan

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Image of a retirement plan with glasses and a calculator

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 way to save for retirement, it also offers significant tax advantages and keeps your business … Read more

Reviewing Your Life Insurance Needs

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Image of a heart paperweight with small people-figures in front of it

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. If you have a life insurance policy that you haven’t reviewed recently, it may no … Read more

2024 Medicare Reimbursement Recap

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Image of a paperclipped piece of paper with the header 'Medicare'

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 $33.89. The overall payment rate will be reduced by 1.25% based on requirements for budget neutrality. … Read more