Webinar: “What Every Nonprofit Needs to Know about Form 990”
Jones & Roth’s 2023 Nonprofit Roundtable presents what every nonprofit needs to know about the Form 990. We share best practices and policies for ensuring compliance with reporting requirements. You’ll gain valuable information that could affect the way you raise … Read more…
Does it count as a charitable contribution?
Just because something is called a donation, doesn’t mean it yields a charitable deduction. In fact, many charities offer programs wherein participants are required to make a “donation” prior to partaking. When trying to determine whether a donor can claim … Read more…
Are You Prepared for an Estate Tax Sunset?
The federal estate tax threshold rose to $24.12 million in 2022 for married couples and $12.06 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due … Read more…
CorLux Financial and Jones & Roth Financial Advisors Join Forces
Jones & Roth Financial Advisors, LLC announced on Dec. 1, 2022 that it has acquired Eugene-based financial advisory firm CorLux Financial. The two firms have joined forces to deliver exceptional financial advisory services to clients throughout the Pacific Northwest. “We’re … Read more…
Contractors must clear a high bar to claim disruption damages
It’s not unusual for a construction contractor to seek damages when an owner’s actions delay completion of a project. The contractor may pursue a variety of increased costs flowing from the slowdown, such as increased bond or insurance premiums, extra … Read more…
Healthcare Webinar: “Year-End Planning Strategies & Takeaways for Healthcare Practices”
The Jones & Roth Healthcare Team presents our year-end planning online webinar. Healthcare CPAs Brian Newton and Jordan Dawley share key strategies and takeaways for healthcare practices. In this presentation, we cover: The Jones & Roth Healthcare Webinar series is … Read more…
Virtual Currency Donations
What is virtual currency? Virtual currency is a digital representation of value that functions as a medium of exchange, a unit of account, and/or a store of value. Virtual or “crypto” currency utilizes cryptography to validate and secure transactions that … Read more…
Placing a high value on a construction business valuation
If you own or co-own a construction business, it’s likely your most valuable asset. But the question is, just how valuable is it? This is something you’ll need to contemplate regularly throughout your tenure because the answer will change. The … Read more…
A Checklist for When a Spouse or Parent Passes
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this … Read more…
ASC 842: Impact of the New Lease Accounting Standard on Private Companies
The long-awaited accounting standards update (ASU) for leases is finally at our doorsteps. ASU 2016-02, and its subsequently issued amendments, enacted some significant changes in accounting for leases, with the primary goal of increasing transparency and comparability among entities and … Read more…
