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January 2027 is closer than it looks. And the new $1,700 federal SGO tax credit is already raising big questions. How …read more

January 2027 is closer than it looks.

And the new $1,700 federal SGO tax credit is already raising big questions.

How will the Treasury interpret the 90% spending requirement?

What counts for donor reporting?

How will income verification work?

What happens when SGOs operate across multiple states?

The answers could shape how this program works long before the first credit is claimed.

In our latest article, @Yisroel Kilstein, CPA breaks down what Treasury’s early preview may signal for SGOs, states, donors, and schools.

\>\>\> Read the full article here: https://lnkd.in/gj7eND\_3

@Avi Greenstein, @A.D. Motzen, @Agudath Israel of America

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Business partnerships thrive on trust — but trust alone is not a legal strategy. Without a well-structured …read more

Business partnerships thrive on trust — but trust alone is not a legal strategy.

Without a well-structured partnership agreement, even the strongest relationships can unravel without warning — and they do, every day.

As a business grows, unanswered questions become harder to avoid.

Who has decision-making authority?

How are profits, losses, and responsibilities shared?

What happens if a partner wants out?

A well-structured partnership agreement helps turn alignment into governance, and gives owners a clear framework for roles, risk, continuity, and exit planning.

Roth&Co partner @Shulem Rosenbaum, CPA/ABV explains why the right agreement is the smartest investment partners can make before building together.

Read the full article at the link in the comments.

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2 w · Edited

A $1,700 school credit sounds like big news. And for families paying yeshiva or private school tuition, it could …read more

A $1,700 school credit sounds like big news.

And for families paying yeshiva or private school tuition, it could be.

The new federal scholarship tax credit is designed to send more scholarship dollars into K–12 education through Scholarship Granting Organizations, or SGOs.

But there’s an important catch:

This is not a credit for paying your own child’s tuition.

And whether families actually feel the benefit depends on how the program is implemented.

Will it create real tuition relief?

Or will the dollars get absorbed before they reach parents?

In our latest article, @Yisroel Kilstein, CPA breaks down how the credit works, why it matters, and what families, schools, donors, and SGOs should be watching before 2027.

\>\>\> Read the full article here: https://lnkd.in/eqSNkjPx

Kevin Salinger, @Agudath Israel of America, @Yehoshua Pinkus, @Avi Greenstein, @Moshe Tomases

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500 healthcare leaders in one room. That’s more than a strong turnout. It’s a signal of where the industry is …read more

500 healthcare leaders in one room.

That’s more than a strong turnout. It’s a signal of where the industry is headed.

Roth&Co was proud to once again partake in the 2026 @Health Care Council of Illinois Annual Meeting, joining providers, operators, and industry leaders for a day of insight, connection, and forward-looking conversations about the future of healthcare.

Chicago, being one of our central offices, is a meaningful part of who we serve. This role gives us the opportunity to hear directly from healthcare organizations about the pressures they’re facing, the decisions they’re making, and the support they need as they continue to grow, adapt, and care for their communities.

We’re proud to be a central part of the @Health Care Council of Illinois and the pivotal movement it represents for healthcare leaders across Illinois.

A meaningful day, a powerful room, and a healthcare community we’re grateful to be part of.

@Aaron $Ari$ Galster, CPA, @Rachel Stein, CPA, @Moshe Schupper, CPA, @Chuck Gartenhaus, @Rachel Shimkus, @Matt Pickering, @Lindsey Hess, @Yosef Meystel, @Eitan Zeffren

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For construction companies, fraudulent claims and meritless litigation are becoming more than isolated legal issues. …read more

For construction companies, fraudulent claims and meritless litigation are becoming more than isolated legal issues. They are increasingly contributing to rising insurance costs, operational disruption, and added pressure on already-tight project margins. In an environment shaped by extreme weather, material cost volatility, and ongoing labor challenges, managing risk has become a core business priority.

And contractors are paying for it.

The construction industry is dealing with a wild cocktail right now: extreme weather events, material prices up 6.2% in a single quarter, a labor shortage — and on top of all that, a surge in fraudulent claims and frivolous litigation that insurance companies quietly build into your premiums.

$One contractor literally caught a fake injury on camera. The claimant said he hurt his head and limbs. The footage showed him… sitting down.$

So what can you do about it? Partner @Morris $Moishy$ Seidenfeld, CPA, CPA breaks down exactly what's driving costs up — and the proactive steps contractors are taking to fight back.

\>\> Link to the full article in comments

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The IRS collected penalties it was never legally allowed to charge. A federal court just ruled that pandemic-era tax …read more

The IRS collected penalties it was never legally allowed to charge.

A federal court just ruled that pandemic-era tax penalties may have been improperly assessed,

The catch? You have until July 10, 2026, to file a claim. That's 17 days away.

@Ahron Golding, Esq. breaks down exactly what you need to know and do. Link in comments to read more.

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“Let employees use AI" is not an AI strategy. It's a liability waiting to happen. Confidential data pasted into …read more

“Let employees use AI" is not an AI strategy.

It's a liability waiting to happen.

Confidential data pasted into ChatGPT. Client info uploaded to tools no one approved. Different teams using different platforms, creating inconsistency across the whole company — and no one in leadership has visibility into any of it.

We've been there. Our partners at @RothTech wrote about exactly how we tackled it and built a governance layer that lets employees use the AI tools they love, while keeping the company in control.

Worth a read if AI is on your agenda this year $and it should be$.

Read the full article at the link in the comments.

@Chuck Gartenhaus, @Nechama Shechet $Grossman$, @Jason Staats, CPA, @Blake Oliver, CPA, @OpenAI

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The Israeli bond market used to look like a smart play for U.S. real estate developers: fresh capital, strong investor …read more

The Israeli bond market used to look like a smart play for U.S. real estate developers: fresh capital, strong investor demand, and a new lane for growth.

Now? Things are getting much more complicated.

In our latest issue of the Roth Business Review: Real Estate Edition,@Aaron $Ari$ Galster, CPA, breaks down why developers who raised capital in Israel are now facing pressure from every direction — currency shifts, bondholder demands, court fights, and a market that no longer looks as simple as it once did.

It’s a sharp look at how a funding strategy that once seemed attractive became a real estate reckoning — in shekels and in court.

Read the full article here: https://lnkd.in/ghXnJaT7

@Chaya Siegfried, CPA, MST, @The Real Deal, @Richard Barkham, @Sam Chandan, PhD, @Bob Knakal

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2026-06-08

Looking for an internship that goes beyond tax and audit? Roth&Co’s Advisory team is hiring interns to work on real …read more

Looking for an internship that goes beyond tax and audit?

Roth&Co’s Advisory team is hiring interns to work on real client projects across business valuations, M&A, financial due diligence, forensic accounting, consulting, and estate planning support.

You’ll gain hands-on exposure to financial modeling, forecasting, research, and business analysis while working alongside renowed professionals.

We’re looking for students with strong analytical skills, Excel proficiency, curiosity, and a creative problem-solving mindset. Accounting, finance, economics, and business majors are encouraged to apply.

Interested? Send your resume to careers\@rothcocpa.com.

@Elimelech Felberman, @Shulem Rosenbaum, CPA/ABV, @Noah Ohringer, @Rotem Harari

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2026-06-04

@School Management Solutions is hiring a Client Representative!

2026-06-03

@School Management Solutions is hiring!

2026-06-01

Form 990 may be getting a glow-up — or a headache. Treasury is signaling new reporting rules for nonprofits, with a …read more

Form 990 may be getting a glow-up — or a headache.

Treasury is signaling new reporting rules for nonprofits, with a focus on grants, contracts, and fiscal sponsorships.

The details are still developing, but the direction is clear: more transparency, more oversight, and likely more questions for nonprofits.

\>\>\> Read the full breakdown here: https://lnkd.in/eYmyHCKN

@Yisroel Kilstein, CPA, @Binyomin Goldstein, CPA

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