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Photo of Jones & Roth Partner Carrie Fortier, CPA
February 12, 2020

Carrie Fortier, CPA has been promoted to Partner at Jones & Roth & Business Advisors

Jones & Roth CPAs and Business Advisors is pleased to announce that Carrie Fortier, CPA has been promoted to Partner. This promotion recognizes her leadership contribution to Jones & Roth and for providing client service excellence. Carrie has been promoted … Read more…

Image of Jeremy Prickel, CPA
photo of tax form 1099
January 22, 2020

VIDEO TUTORIALS: Year-End, Forms 1099, and Personal Property Tax

December and January can be a very busy and stressful time for company bookkeepers and management. At first glance, filing 1099s and the Personal Property Tax form may seem overwhelming, but actually it’s not that difficult. Our tutorial videos guide … Read more…

Jim Wyatt, Small Business Advisor, Jones & Roth
Photo of the Oregon Capital Building
January 20, 2020

6 Must-Know Facts about the Oregon Corporate Activity Tax (CAT)

The Oregon Corporate Activity Tax (CAT) took effect January 1, 2020. If you have any type of business filing in Oregon, including a corporation, partnership, or Schedule C for sole proprietors, you have received a letter from the State of … Read more…

Photo of Jones & Roth CPA Evan Dickens
Photo of employees walking into their office
January 16, 2020

Healthcare Webinar: Employment Law Updates for 2020

Registration is now open for our first webinar of the year, “Employment Law Updates for 2020,” scheduled for Friday, February 14th at 12:00 p.m. PST. In this online presentation, attorney Dan Olson from Watkinson Laird Rubenstein will share the latest … Read more…

Photo of Healthcare Niche Leader Nicole McOmber, CPA
Photo of 2020 planning calendar
January 16, 2020

Save the Date for 2020 Healthcare Webinars

Mark Your Calendars for our upcoming Healthcare Webinars! This year, we will be presenting some exciting new topics, as well as a few audience favorites brought back by popular demand. Our webinar series is offered as a complimentary resource to … Read more…

Photo of Healthcare Niche Leader Nicole McOmber, CPA
image of a padlock and passwords symbolizing security against fraud
January 9, 2020

Three Risks Facing Nonprofits Today

Photo of Kari Young, Nonprofit CPA & Advisor
January 6, 2020

Tax Brief: Form 990, Schedule A: Public Charity Status and Public Support

For many non-profit organizations, Schedule A is the most important part of the Form 990 Return of Organizations Exempt from Income Tax. Organizations that are described in Internal Revenue Code Section 501(c)(3) and are public charities must complete Schedule A. The … Read more…

Photo of Kari Young, Nonprofit CPA & Advisor
Photo of a nonprofit board of directors conducting a board meeting.
January 6, 2020

Four Traits of a Quality Board Member

Establishing a board of directors is an important first step for any nonprofit. Selecting ideal individual members and then ensuring the group functions cohesively will take time, but it will be well worth the effort. Whether an organization is just … Read more…

Image of Fritz Duncan, CPA
photo of dentist at desk with calculator planning for retirement
December 3, 2019

A 5-Year Plan to Sell Your Dental Practice

Image of Jeremy Prickel, CPA
Photo showing the hands of an adult giving a jar of coins to the hands of a child.
December 3, 2019

Big Changes to Oregon 529 and ABLE Accounts

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