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Roth&CoFinancial Services • 7K followers
2 d
Could the new federal education tax credit become your yeshiva's next major funding opportunity? Find out tomorrow at 1 …read more
Could the new federal education tax credit become your yeshiva's next major funding opportunity? Find out tomorrow at 1 PM ET.
Join Roth&Co and EDS for a live webinar tomorrow at 1pm exploring what the new program could mean for your school's funding, budgeting, and financial decisions.
Featuring Roth&Co Partners @Zacharia Waxler, CPA and @Yisroel Kilstein, CPA, along with Rabbi Dr. @Jeff Rothman, Vice President at EDS.
Here’s what we’ll be covering:
• How to make SGOs your next big revenue stream
• How to set expectations about the impact of SGO scholarships on existing financial aid
• What to ask SGOs about donations from your school’s families
• How SGO scholarships could affect your 2027 tuition, financial aid, and budget
•Live Q&A
Register here \> https://lnkd.in/dr8V9CNk
show lessJoin Roth&Co and EDS for a live webinar tomorrow at 1pm exploring what the new program could mean for your school's funding, budgeting, and financial decisions.
Featuring Roth&Co Partners @Zacharia Waxler, CPA and @Yisroel Kilstein, CPA, along with Rabbi Dr. @Jeff Rothman, Vice President at EDS.
Here’s what we’ll be covering:
• How to make SGOs your next big revenue stream
• How to set expectations about the impact of SGO scholarships on existing financial aid
• What to ask SGOs about donations from your school’s families
• How SGO scholarships could affect your 2027 tuition, financial aid, and budget
•Live Q&A
Register here \> https://lnkd.in/dr8V9CNk
4 d
Is your yeshiva planning for the new federal education tax credit? From SGO scholarship criteria to financial aid …read more
Is your yeshiva planning for the new federal education tax credit?
From SGO scholarship criteria to financial aid policies and tuition planning, the new tax credit raises important questions that school administrators need to address now.
Join Roth&Co and EDS this Thursday at 1 PM EST for a live webinar exploring what the new program could mean for your school's funding, budgeting, and financial decisions.
Featuring Roth&Co Partners @Zacharia Waxler, CPA, and @Yisroel Kilstein, CPA, along with Rabbi Dr. @Jeff Rothman, Vice President at EDS.
Here’s what we’ll be covering:
• How to make SGOs your next big revenue stream
• How to set expectations about the impact of SGO scholarships on existing financial aid
• What to ask SGOs about donations from your school’s families
• How SGO scholarships could affect your 2027 tuition, financial aid, and budget
Live Q&A
Register here \> https://lnkd.in/dr8V9CNk
show lessFrom SGO scholarship criteria to financial aid policies and tuition planning, the new tax credit raises important questions that school administrators need to address now.
Join Roth&Co and EDS this Thursday at 1 PM EST for a live webinar exploring what the new program could mean for your school's funding, budgeting, and financial decisions.
Featuring Roth&Co Partners @Zacharia Waxler, CPA, and @Yisroel Kilstein, CPA, along with Rabbi Dr. @Jeff Rothman, Vice President at EDS.
Here’s what we’ll be covering:
• How to make SGOs your next big revenue stream
• How to set expectations about the impact of SGO scholarships on existing financial aid
• What to ask SGOs about donations from your school’s families
• How SGO scholarships could affect your 2027 tuition, financial aid, and budget
Live Q&A
Register here \> https://lnkd.in/dr8V9CNk
1 w
Yeshiva administrators: Are you ready for the new federal education tax credit? With 2027 approaching, yeshivas have …read more
Yeshiva administrators: Are you ready for the new federal education tax credit?
With 2027 approaching, yeshivas have some decisions to make. How much new funding can you expect? How will SGO scholarships affect your existing financial aid? And should you be adjusting next year's tuition and budget?
Join Roth&Co and EDS next Thursday at 1 PM EST for a live webinar addressing the financial and practical implications for your school.
Featuring Roth&Co Partners @Zacharia Waxler, CPA, and @Yisroel Kilstein, CPA, along with @Jeff Rothman, Vice President at EDS.
Here’s what we’ll be covering:
• How to make SGOs your next big revenue stream
• How to set expectations about the impact of SGO scholarships on existing financial aid
• What to ask SGOs about donations from your school’s families
• How SGO scholarships could affect your 2027 tuition, financial aid, and budget
• Live Q&A
Register here \> https://lnkd.in/dr8V9CNk
show lessWith 2027 approaching, yeshivas have some decisions to make. How much new funding can you expect? How will SGO scholarships affect your existing financial aid? And should you be adjusting next year's tuition and budget?
Join Roth&Co and EDS next Thursday at 1 PM EST for a live webinar addressing the financial and practical implications for your school.
Featuring Roth&Co Partners @Zacharia Waxler, CPA, and @Yisroel Kilstein, CPA, along with @Jeff Rothman, Vice President at EDS.
Here’s what we’ll be covering:
• How to make SGOs your next big revenue stream
• How to set expectations about the impact of SGO scholarships on existing financial aid
• What to ask SGOs about donations from your school’s families
• How SGO scholarships could affect your 2027 tuition, financial aid, and budget
• Live Q&A
Register here \> https://lnkd.in/dr8V9CNk
1 w
Just 2 Days Away! Are You Ready for Your Next Administrative Review? Join @[School Management …read more
Just 2 Days Away! Are You Ready for Your Next Administrative Review?
Join @School Management Solutions and the @New York State Education Department Child Nutrition team this Thursday, October 22, for an in-person training focused on the Administrative Review Process for the 2026–27 school year.
Get valuable guidance, prepare for upcoming reviews, and earn 3 hours of Professional Standards credit.
When: Thursday, October 22 \| 12:30–4:00 PM
Where: Brooklyn Square, 3611 14th Ave, Suite \#344, Brooklyn, NY, 11218
There's still time to register! Secure your spot today.
\>\> Registration link in the comments\<\<
@Yehoshua Pinkus, @Chaya Perlstein, @Israel Lowinger, CPA
show lessJoin @School Management Solutions and the @New York State Education Department Child Nutrition team this Thursday, October 22, for an in-person training focused on the Administrative Review Process for the 2026–27 school year.
Get valuable guidance, prepare for upcoming reviews, and earn 3 hours of Professional Standards credit.
When: Thursday, October 22 \| 12:30–4:00 PM
Where: Brooklyn Square, 3611 14th Ave, Suite \#344, Brooklyn, NY, 11218
There's still time to register! Secure your spot today.
\>\> Registration link in the comments\<\<
@Yehoshua Pinkus, @Chaya Perlstein, @Israel Lowinger, CPA
2 w
Next Thursday – SMS + NYSED Training on the Administrative Review Process @[School Management …read more
Next Thursday – SMS + NYSED Training on the Administrative Review Process
@School Management Solutions and the @New York State Education Department Child Nutrition office are co-hosting a whole afternoon of administrative review training at our Brooklyn office on Thursday, October 23rd.
Registration is required to attend – secure your spot now.
\>\> Registration link in comments\<\<
@Chaya Perlstein, @Zacharia Waxler, @Yehoshua Pinkus, @Agudath Israel of America, @Israel Lowinger, CPA, @Yisroel Kilstein, CPA
show less@School Management Solutions and the @New York State Education Department Child Nutrition office are co-hosting a whole afternoon of administrative review training at our Brooklyn office on Thursday, October 23rd.
Registration is required to attend – secure your spot now.
\>\> Registration link in comments\<\<
@Chaya Perlstein, @Zacharia Waxler, @Yehoshua Pinkus, @Agudath Israel of America, @Israel Lowinger, CPA, @Yisroel Kilstein, CPA
2 w · Edited
Governor Kathy Hochul has officially opted New York into the new federal education tax credit program. Could Your …read more
Governor Kathy Hochul has officially opted New York into the new federal education tax credit program. Could Your Family Benefit from the New $3,400 Education Tax Credit?
New federal tax rules could bring welcome relief to families paying tuition. But how does the credit actually work, and who benefits?
Roth&Co breaks down what parents need to know about the new education tax credit, including eligibility, scholarships, and what to expect in 2027.
Paying tuition? Make sure you understand what this could mean for your family.
Read the full article: https://lnkd.in/gHCawmwq
@Yisroel Kilstein, CPA, @Israel Lowinger, CPA., @A.D. Motzen, @Agudath Israel of America, @Torah Umesorah, @Avi Schnall, @Teach Coalition
show lessNew federal tax rules could bring welcome relief to families paying tuition. But how does the credit actually work, and who benefits?
Roth&Co breaks down what parents need to know about the new education tax credit, including eligibility, scholarships, and what to expect in 2027.
Paying tuition? Make sure you understand what this could mean for your family.
Read the full article: https://lnkd.in/gHCawmwq
@Yisroel Kilstein, CPA, @Israel Lowinger, CPA., @A.D. Motzen, @Agudath Israel of America, @Torah Umesorah, @Avi Schnall, @Teach Coalition
3 w
We’re heading to Boston for the @AHCA/NCAL Convention & Expo: Delivering Solutions …read more
We’re heading to Boston for the @AHCA/NCAL Convention & Expo: Delivering Solutions 26!
Roth&Co Healthcare Partners @Moshe Schupper, CPA and @Aaron \(Ari\) Galster, CPA will be attending, connecting with leaders across the long-term and post-acute care industry and sharing how Roth&Co supports healthcare organizations through specialized tax, accounting, advisory, and AI automation.
If you’ll be there, be sure to stop by and say hello. We look forward to seeing you in Boston!
{hashtag|\#|AHCANCAL} {hashtag|\#|DeliveringSolutions26} {hashtag|\#|LongTermCare} {hashtag|\#|Healthcare}
show lessRoth&Co Healthcare Partners @Moshe Schupper, CPA and @Aaron \(Ari\) Galster, CPA will be attending, connecting with leaders across the long-term and post-acute care industry and sharing how Roth&Co supports healthcare organizations through specialized tax, accounting, advisory, and AI automation.
If you’ll be there, be sure to stop by and say hello. We look forward to seeing you in Boston!
{hashtag|\#|AHCANCAL} {hashtag|\#|DeliveringSolutions26} {hashtag|\#|LongTermCare} {hashtag|\#|Healthcare}
3 w
Another great year at IML! Last week, Roth&Co was back in Chicago for the @[Illinois Municipal …read more
Another great year at IML!
Last week, Roth&Co was back in Chicago for the @Illinois Municipal League’s 113th Annual Conference, marking our third year attending!
@Aaron Donnelly, @Darlene Dizon, CPA, @Syndelle Manuel, CPA, and @Zehava \(Schuman\) Reischer, CPA represented Roth&Co, joining more than 2,000 local officials at one of Illinois’ largest municipal events.
Over the course of the conference, our team had the chance to catch up with longtime clients, meet new people, and have some great conversations with professionals from across the government sector.
One of our favorite parts of attending IML each year is getting to connect face-to-face with the people and communities we work with throughout Illinois.
Thank you to the Illinois Municipal League for another great conference. We loved being back and look forward to doing it again next year!
@Kristin \(Meredith\) Fulscher, @Daniel Newton, Hart Passman, @Jeff Rogers, @Nicole Matej
show lessLast week, Roth&Co was back in Chicago for the @Illinois Municipal League’s 113th Annual Conference, marking our third year attending!
@Aaron Donnelly, @Darlene Dizon, CPA, @Syndelle Manuel, CPA, and @Zehava \(Schuman\) Reischer, CPA represented Roth&Co, joining more than 2,000 local officials at one of Illinois’ largest municipal events.
Over the course of the conference, our team had the chance to catch up with longtime clients, meet new people, and have some great conversations with professionals from across the government sector.
One of our favorite parts of attending IML each year is getting to connect face-to-face with the people and communities we work with throughout Illinois.
Thank you to the Illinois Municipal League for another great conference. We loved being back and look forward to doing it again next year!
@Kristin \(Meredith\) Fulscher, @Daniel Newton, Hart Passman, @Jeff Rogers, @Nicole Matej
3 w
They’re calling it the “Stop Nick Shirley Act.” After Nick Shirley’s fraud investigations sparked a national …read more
They’re calling it the “Stop Nick Shirley Act.”
After Nick Shirley’s fraud investigations sparked a national firestorm, California passed a new law expanding privacy protections for certain workers in the nonprofit and healthcare sectors.
Supporters say it’s about safety. Critics say it could make accountability harder.
And the timing is raising even more questions, as federal authorities move in the opposite direction and push for greater scrutiny and transparency.
So what exactly does AB 2624 change, and why has it become so controversial?
Read the full story here:
https://lnkd.in/eZFyiKjY
@Moshe Schupper, CPA, @William \(Bill\) Oliver, @Raymond Azar
show lessAfter Nick Shirley’s fraud investigations sparked a national firestorm, California passed a new law expanding privacy protections for certain workers in the nonprofit and healthcare sectors.
Supporters say it’s about safety. Critics say it could make accountability harder.
And the timing is raising even more questions, as federal authorities move in the opposite direction and push for greater scrutiny and transparency.
So what exactly does AB 2624 change, and why has it become so controversial?
Read the full story here:
https://lnkd.in/eZFyiKjY
@Moshe Schupper, CPA, @William \(Bill\) Oliver, @Raymond Azar
2026-10-02 · Edited
A $3,400 scholarship tax credit? Treasury’s new rules explain who could qualify. Treasury and the IRS released new …read more
A $3,400 scholarship tax credit? Treasury’s new rules explain who could qualify.
Treasury and the IRS released new federal scholarship tax-credit rules on October 1. Scholarship-granting organizations, or SGOs, are nonprofits that use donations to fund scholarships for eligible students’ K–12 education expenses.
Here are the top headlines for donors, families, and SGOs:
• Married couples filing jointly could claim up to $3,400 for qualifying contributions.
• Donors could claim the federal credit even if their home state has not opted in, by contributing to an approved SGO in a participating state.
• A student’s state of residence generally determines scholarship eligibility, even when the school is across state lines.
• SGOs could operate across participating states without an office in each one. The proposed rules also require annual financial and programmatic audits.
Read our initial analysis:
For donors and families: https://lnkd.in/ga4uJegm
For scholarship-granting organizations: https://lnkd.in/grqCJq3a
The comprehensive rules remain proposed and may change. Roth&Co will share further analysis in the coming days.
@Yisroel Kilstein, CPA, @Agudath Israel of America, @A.D. Motzen, @Avi Schnall, @Teach Coalition, @Israel Lowinger, CPA, @Chaya Perlstein, @Yehoshua Pinkus, @Orthodox Union
{hashtag|\#|SchoolChoice} {hashtag|\#|TaxCredits} {hashtag|\#|Nonprofits}
show lessTreasury and the IRS released new federal scholarship tax-credit rules on October 1. Scholarship-granting organizations, or SGOs, are nonprofits that use donations to fund scholarships for eligible students’ K–12 education expenses.
Here are the top headlines for donors, families, and SGOs:
• Married couples filing jointly could claim up to $3,400 for qualifying contributions.
• Donors could claim the federal credit even if their home state has not opted in, by contributing to an approved SGO in a participating state.
• A student’s state of residence generally determines scholarship eligibility, even when the school is across state lines.
• SGOs could operate across participating states without an office in each one. The proposed rules also require annual financial and programmatic audits.
Read our initial analysis:
For donors and families: https://lnkd.in/ga4uJegm
For scholarship-granting organizations: https://lnkd.in/grqCJq3a
The comprehensive rules remain proposed and may change. Roth&Co will share further analysis in the coming days.
@Yisroel Kilstein, CPA, @Agudath Israel of America, @A.D. Motzen, @Avi Schnall, @Teach Coalition, @Israel Lowinger, CPA, @Chaya Perlstein, @Yehoshua Pinkus, @Orthodox Union
{hashtag|\#|SchoolChoice} {hashtag|\#|TaxCredits} {hashtag|\#|Nonprofits}
2026-09-24
Giving back in Chicago! Last Friday, our Roth&Co Chicago team participated in the @[Illinois CPA Society …read more
Giving back in Chicago!
Last Friday, our Roth&Co Chicago team participated in the @Illinois CPA Society \(ICPAS\)’s annual CPA Day of Service, volunteering with @Feed My Starving Children.
Together, our team packed 190 boxes of meals to help provide food for children in need.
We’re grateful for the opportunity to step away from our desks, work together, and give back to the community. Thank you to the @Illinois CPA Society \(ICPAS\) and @Feed My Starving Children for organizing such a meaningful day!
@Elda Arriola, @John Karlo Reazo, @Geoffrey Brown, CAE
show lessLast Friday, our Roth&Co Chicago team participated in the @Illinois CPA Society \(ICPAS\)’s annual CPA Day of Service, volunteering with @Feed My Starving Children.
Together, our team packed 190 boxes of meals to help provide food for children in need.
We’re grateful for the opportunity to step away from our desks, work together, and give back to the community. Thank you to the @Illinois CPA Society \(ICPAS\) and @Feed My Starving Children for organizing such a meaningful day!
@Elda Arriola, @John Karlo Reazo, @Geoffrey Brown, CAE
2026-09-24
There’s a “Sloppy List” in estate planning. And you don’t want to be on it. Missing a portability election. Letting …read more
There’s a “Sloppy List” in estate planning. And you don’t want to be on it.
Missing a portability election. Letting beneficiary designations go stale. Owning life insurance personally. Assuming today’s $15 million exemption means the planning is already taken care of.
Estate tax may affect fewer families today, but for those it does affect, an expensive tax bill can often be traced back to a mistake that could have been avoided.
So, what’s on the “Sloppy List” and how do you make sure your estate plan stays off it?
Read the full article here to find out \>\>\>https://lnkd.in/d8E8Bjmq
@Shulem Rosenbaum, CPA/ABV, @John Riggs, @Vlad Portnoy, Esq., @Hillel Weiss, @Brian \(Baruch\) Y. Greenwald, @Joseph Klein, @KENNETH J. RENOV, @Mark Bregman, @Lauren \(Barnett\) Wolven, @maurice kassimir
show lessMissing a portability election. Letting beneficiary designations go stale. Owning life insurance personally. Assuming today’s $15 million exemption means the planning is already taken care of.
Estate tax may affect fewer families today, but for those it does affect, an expensive tax bill can often be traced back to a mistake that could have been avoided.
So, what’s on the “Sloppy List” and how do you make sure your estate plan stays off it?
Read the full article here to find out \>\>\>https://lnkd.in/d8E8Bjmq
@Shulem Rosenbaum, CPA/ABV, @John Riggs, @Vlad Portnoy, Esq., @Hillel Weiss, @Brian \(Baruch\) Y. Greenwald, @Joseph Klein, @KENNETH J. RENOV, @Mark Bregman, @Lauren \(Barnett\) Wolven, @maurice kassimir
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